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New Portfolio
- New Portfolio
Performance
Portfolio Details
Unipex Petr
New Portfolio
Individual Investor
Ranked #43,454 out of 733,238 TipRanks' Investors
Success Rate
69%
159 out of 231
profitable transactions
Average Return
13.32%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 0.52%
6-Month Return
▲ 21.45%
12-Month Return
▲ 22.36%
YTD Return
▲ 6.76%
Total Return
▲ 45.47%
Best Trade
Asset
Intellia Th... (NTLA)
Opened at
Aug 10, 2020
Closed at
Jul 12, 2021
Gain
▲ 624.93%
Bio
Tray
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.08%
0
-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.05%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.54%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.56%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.46%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.96%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.55%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 3.11%
May 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 6.45%
▼ 2.17%
▼ 3.05%
▲ 9.22%
▲ 9.13%
▲ 8.54%
▲ 5.14%
▲ 4.57%
▲ 7.56%
▼ 1.87%
▲ 1.59%
▼ 0.16%
▲ 14.08%
▲ 5.22%
▲ 1.46%
▲ 5.05%
▲ 3.27%
▲ 5.96%
▼ 12.40%
▼ 4.03%
▼ 3.55%
▲ 6.09%
▲ 3.03%
▲ 3.11%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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SWDA
iShares Core MSCI World UCITS ETF
1.94%
▲ 1.38%
1
Open
May 03, 2024
PSX
Phillips 66
2.81%
▲ 78.59%
7
Sell
May 02, 2024
VHVE
Vanguard Funds PLC - Vanguard FTSE Developed World UCITS ETF AccumUSD
18.56%
▲ 5.97%
8
Buy
Apr 09, 2024
~DOC
Physicians Realty
―
▼ 18.09%
3
Close
Feb 29, 2024
DOC
Healthpeak Properties
1.44%
▲ 16.15%
1
Open
Feb 29, 2024
VNGA80
Vanguard LifeStrategy 80% Equity UCITS ETF
3.25%
▲ 5.64%
3
Buy
Feb 27, 2024
SWDA
iShares Core MSCI World UCITS ETF
13.34%
▲ 16.37%
15
Buy
Feb 26, 2024
RIO
Rio Tinto
0%
▲ 19.76%
3
Sell
Feb 23, 2024
ADM
Archer Daniels Midland
0.36%
▲ 27.02%
8
Sell
Feb 23, 2024
CSSPX
Ish.Frf Spx 500
0.9%
▲ 6.48%
1
Open
Jan 30, 2024
BATS
British American Tobacco
0%
▼ 9.99%
2
Sell
Jan 29, 2024
O
Realty Income
3.06%
▼ 9.95%
2
Buy
Jan 23, 2024
SRC
Spirit Realty Capital
―
▲ 8.78%
4
Close
Jan 23, 2024
VUAA
Vanguard S&P 500 UCITS ETF
9.6%
▲ 17.78%
8
Buy
Jan 22, 2024
HIW
Highwoods Properties
0%
▲ 8.88%
5
Sell
Jan 05, 2024
VJPE
Vanguard FTSE Japan UCITS ETF Accum Shs Hedged EUR
1.03%
▲ 16.68%
1
Open
Nov 17, 2023
BRK.B
Berkshire Hathaway B
2.2%
▲ 23.05%
8
Buy
Jul 26, 2023
CNDX
Ish.Frf Ndx 100
2.99%
▲ 32.82%
4
Buy
Jun 02, 2023
HR
Healthcare Realty Trust
0.54%
▼ 15.51%
1
Open
May 09, 2023
GTQ1
Siemens Gamesa Renewable Energy, S.A.
―
▲ 1.06%
2
Close
Apr 20, 2023
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