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SIPP - New Portfolio

Ryszard Gruszka

SIPP
Individual Investor
Ranked #78,555 out of 747,285 TipRanks' Investors
Success Rate
81%
29 out of 36
profitable transactions
Average Return
12.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.13%
6-Month Return▲ 14.07%
12-Month Return-
YTD Return▲ 10.60%
Total Return▲ 15.82%

Best Trade

Opened at
Closed at-
Gain▲ 67.05%

Bio

Performance

17.48%0-17.48%
▲ 5.14%
▲ 4.57%
▲ 4.72%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.26%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.81%
Jun 2024
▲ 17.48%
▲ 1.55%
▲ 0.99%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.72%
▼ 1.87%▲ 1.59%▼ 1.26%
▲ 14.08%▲ 5.22%▲ 2.78%
▲ 5.05%▲ 3.27%▲ 6.32%
▼ 12.40%▼ 4.03%▼ 0.60%
▲ 11.46%▲ 5.06%▲ 2.95%
▼ 2.25%▲ 3.53%▼ 0.81%
▲ 17.48%▲ 1.55%▲ 0.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
4.76%
▲ 18.64%
4
Sell
Apr 22, 2024
GE Aerospace
▲ 56.95%
2
Close
Apr 22, 2024
SPDR S&P 500 ETF Trust
▲ 8.45%
2
Close
Apr 22, 2024
SPDR S&P 400 US Mid Cap UCITS ETF
▲ 8.33%
2
Close
Apr 22, 2024
Vanguard FTSE All - World High Dividend Yield UCITS ETF
▲ 8.77%
2
Close
Apr 22, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
▲ 8.10%
2
Close
Apr 22, 2024
iShares Core FTSE 100 UCITS ETF GBP (Dist)
▲ 7.60%
2
Close
Apr 22, 2024
Invesco S&P 500 Equal Weight ETF
▲ 3.74%
2
Close
Apr 22, 2024
Vanguard Total Stock Market ETF
▲ 5.60%
2
Close
Apr 22, 2024
Schwab US Dividend Equity ETF
▲ 3.03%
2
Close
Apr 22, 2024
Vanguard S&P 500 ETF
▲ 6.17%
2
Close
Apr 22, 2024
Vanguard International Dividend Appreciation ETF
▲ 2.20%
2
Close
Apr 22, 2024
VanEck Semiconductor UCITS ETF Accum A USD
▲ 10.91%
2
Close
Apr 22, 2024
National Grid
▼ 6.18%
2
Close
Feb 12, 2024
SSE
▼ 14.33%
2
Close
Feb 12, 2024
Coinbase Global
4.76%
▲ 67.05%
1
Open
Dec 12, 2023
Vanguard Funds PLC - Vanguard FTSE All-World High Dividend Yield UCITS ETF AccumUSD
4.76%
▲ 14.90%
1
Open
Dec 12, 2023
Royal Mint Responsibly Sourced Physical Gold ETC
4.76%
▲ 24.23%
1
Open
Dec 12, 2023
Caterpillar
4.76%
▲ 37.58%
1
Open
Dec 09, 2023
Deere
4.76%
▲ 6.63%
1
Open
Dec 09, 2023