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New Portfolio Apr 2023 - New Portfolio

uK sentry

New Portfolio Apr 2023
Individual Investor
Ranked #66,970 out of 746,079 TipRanks' Investors
Success Rate
71%
372 out of 526
profitable transactions
Average Return
6.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.06%
6-Month Return▲ 12.68%
12-Month Return▲ 16.04%
YTD Return▲ 11.49%
Total Return▲ 0.65%

Best Trade

Opened at
Closed at-
Gain▲ 59.80%

Bio

Performance

21.80%0-21.80%
▲ 5.14%
▲ 4.57%
▲ 4.20%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.47%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.84%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 1.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.30%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.56%
Jun 2024
▲ 21.80%
▲ 2.90%
▲ 4.29%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.20%
▼ 1.87%▲ 1.59%▼ 2.47%
▲ 14.08%▲ 5.22%▼ 1.01%
▲ 5.05%▲ 3.27%▲ 5.84%
▼ 12.40%▼ 4.03%▲ 1.00%
▲ 11.46%▲ 5.06%▲ 6.30%
▼ 2.25%▲ 3.53%▼ 2.56%
▲ 21.80%▲ 2.90%▲ 4.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aviva plc
3.07%
▲ 18.34%
17
Buy
Jun 25, 2024
BMO Commercial Property Trust Limited
7.97%
▲ 20.87%
25
Buy
Jun 25, 2024
i3 Energy Plc
0.25%
▼ 11.68%
35
Sell
Jun 25, 2024
Legal & General
10.77%
▲ 1.47%
23
Buy
Jun 25, 2024
Unilever
0%
▲ 9.54%
4
Close
Jun 25, 2024
Greencoat UK Wind
7.79%
▲ 4.43%
22
Buy
Jun 25, 2024
National Grid
4.59%
▲ 6.02%
14
Buy
Jun 25, 2024
M&G Plc
0.05%
▲ 14.80%
9
Open
Jun 25, 2024
iShares UK Dividend UCITS ETF GBP
5.57%
▲ 14.38%
9
Buy
Jun 25, 2024
HSBC Holdings
4.72%
▲ 12.05%
13
Buy
Jun 25, 2024
Foresight Sustainable Forestry Company PLC GBP
3.42%
▲ 30.16%
27
Buy
Jun 25, 2024
Diversified Energy Company
▼ 22.07%
20
Close
Jun 25, 2024
J Sainsbury plc
4.19%
▲ 2.81%
13
Buy
Jun 25, 2024
Vanguard FTSE All - World High Dividend Yield UCITS ETF
3.92%
▲ 11.56%
10
Buy
Jun 25, 2024
Diageo
▼ 18.84%
5
Close
Jun 25, 2024
United Utilities
1.23%
▲ 11.70%
7
Buy
Jun 25, 2024
iShares Core S&P 500 UCITS ETF
1.11%
▲ 2.50%
11
Open
Jun 25, 2024
Severn Trent
2.46%
▲ 5.85%
5
Buy
Jun 25, 2024
Lloyds Banking
0.51%
▲ 36.73%
9
Buy
Jun 25, 2024
Centrica
1.44%
▲ 7.55%
13
Buy
Jun 25, 2024