tiprankstipranks

5k a year - New Portfolio

Joewkershaw

5k a year
Individual Investor
Ranked #97,348 out of 723,149 TipRanks' Investors
Success Rate
91%
10 out of 11
profitable transactions
Average Return
24.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.33%
6-Month Return▲ 15.25%
12-Month Return▲ 25.03%
YTD Return▲ 2.44%
Total Return▲ 28.86%

Best Trade

Opened at
Closed at-
Gain▲ 60.80%

Bio

20 years young, want to try make some long term wealth.

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 1.69%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 3.27%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.61%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.20%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.27%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 1.33%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 1.69%
▼ 4.52%▼ 4.74%▼ 3.27%
▼ 6.45%▼ 2.17%▼ 1.44%
▲ 9.22%▲ 9.13%▲ 10.61%
▲ 5.14%▲ 4.57%▲ 3.20%
▼ 1.87%▲ 1.59%▼ 3.04%
▲ 14.08%▲ 5.22%▲ 4.27%
▲ 1.35%▲ 3.29%▲ 1.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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National Grid
4.25%
▲ 5.71%
1
Open
Jul 07, 2022
Vanguard FTSE All-World UCITS ETF
9.44%
▲ 25.43%
1
Open
Jul 07, 2022
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
8.97%
▲ 17.34%
1
Open
Jul 07, 2022
Amazon
21.63%
▲ 57.29%
1
Open
Jul 06, 2022
Apple
16.07%
▲ 22.47%
1
Open
Jul 06, 2022
Starbucks
4.78%
▲ 20.54%
1
Open
Jul 06, 2022
Walt Disney
5.31%
▲ 26.33%
1
Open
Jul 06, 2022
Microsoft
6.69%
▲ 60.80%
1
Open
Jul 06, 2022
Intel
5%
▲ 24.33%
1
Open
Jul 06, 2022
Alphabet Class A
14.54%
▲ 31.68%
1
Open
Jul 06, 2022
Tesla
3.31%
▼ 22.40%
1
Open
Jul 06, 2022