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20.6.2024 - New Portfolio

Unipex Petr

20.6.2024
Individual Investor
Ranked #74,020 out of 775,913 TipRanks' Investors
Success Rate
69%
190 out of 277
profitable transactions
Average Return
13.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.90%
6-Month Return▲ 6.40%
12-Month Return▲ 15.98%
YTD Return▲ 14.64%
Total Return▲ 55.84%

Best Trade

Opened at
Closed at
Gain▲ 624.93%

Bio

Tray

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.73%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.36%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.73%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.04%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.88%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.25%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.73%
▼ 2.25%▲ 3.53%▲ 0.27%
▲ 25.71%▲ 1.21%▲ 1.36%
▼ 4.22%▲ 2.34%▲ 1.52%
▲ 7.82%▲ 2.10%▲ 0.73%
▲ 5.38%▼ 0.89%▼ 0.04%
▲ 43.22%▲ 5.96%▲ 4.88%
▲ 3.34%▼ 1.56%▼ 2.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard FTSE Developed World UCITS ETF USD
24.34%
▲ 12.02%
16
Buy
Dec 11, 2024
Newmont Mining
0%
▼ 6.16%
6
Sell
Dec 09, 2024
Dow Inc
0%
▼ 1.78%
5
Sell
Dec 09, 2024
Healthcare Realty Trust
0%
▼ 1.25%
4
Sell
Dec 09, 2024
GlaxoSmithKline
0%
▲ 2.65%
4
Sell
Oct 31, 2024
Legal & General
▲ 0.39%
7
Close
Oct 29, 2024
Ish.Frf Spx 500
2.61%
▲ 14.44%
4
Buy
Oct 29, 2024
Ish.Frf Ms Acwi
19.63%
▲ 9.22%
7
Buy
Oct 16, 2024
Vanguard S&P 500 UCITS ETF
13.17%
▲ 26.00%
3
Buy
Jul 09, 2024
Ish.Frf Ndx 100
1.26%
▲ 37.15%
6
Open
Jun 23, 2024
iShares Core MSCI World UCITS ETF
23%
▲ 23.36%
20
Buy
Jun 23, 2024
Vanguard FTSE All - World High Dividend Yield UCITS ETF
0.05%
▲ 8.13%
3
Open
Jun 23, 2024
Ish.Frf Spx 500
0.65%
▲ 12.91%
3
Open
Jun 23, 2024
Ish.Frf Ndx 100
1.69%
▲ 12.49%
2
Buy
Jun 23, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
0.58%
▲ 9.16%
1
Open
Jun 23, 2024
Vanguard FTSE All-World UCITS ETF Accum USD
1.45%
▲ 9.01%
1
Open
Jun 23, 2024
National Retail Properties
0.35%
▼ 3.26%
3
Open
Jun 22, 2024
Ish.Frf Ms Euro
▲ 9.28%
4
Close
Jun 22, 2024
Vanguard FTSE Japan UCITS ETF Accum Shs Hedged EUR
0.85%
▲ 6.26%
4
Open
Jun 22, 2024
Vanguard LifeStrategy 80% Equity UCITS ETF
4.3%
▲ 8.85%
5
Open
Jun 22, 2024