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My Portfolio - New Portfolio

Chris Williams

My Portfolio
Individual Investor
Ranked #111,149 out of 746,803 TipRanks' Investors
Success Rate
67%
163 out of 243
profitable transactions
Average Return
4.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.55%
6-Month Return▲ 9.57%
12-Month Return-
YTD Return▲ 3.16%
Total Return▲ 14.49%

Best Trade

Opened at
Closed at-
Gain▲ 165.99%

Bio

Mainly UK & US dividend stocks, with a few speculative trades.

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 9.61%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.54%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.17%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 8.41%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.61%
▼ 1.87%▲ 1.59%▼ 7.54%
▲ 14.08%▲ 5.22%▼ 1.75%
▲ 5.05%▲ 3.27%▲ 5.61%
▼ 12.40%▼ 4.03%▼ 3.06%
▲ 11.46%▲ 5.06%▲ 2.49%
▼ 2.25%▲ 3.53%▼ 0.17%
▲ 24.01%▲ 3.79%▲ 8.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
▲ 7.41%
4
Close
Jul 16, 2024
Intuitive Machines
1.19%
0.00%
1
Open
Jul 16, 2024
NatWest Group
▲ 11.25%
3
Close
Jul 11, 2024
AGNC Investment
1.37%
▲ 3.55%
1
Open
Jul 11, 2024
Gladstone Commercial
▲ 2.00%
3
Close
Jun 26, 2024
Phoenix Group Holdings
1.7%
▲ 5.37%
9
Buy
Jun 21, 2024
Surge Energy
▲ 3.19%
6
Buy
Jun 21, 2024
Rocket Lab USA
11.05%
▲ 25.19%
4
Buy
Jun 17, 2024
EPR Properties
1.18%
▲ 7.58%
5
Buy
Jun 17, 2024
Legal & General
2.23%
▼ 3.65%
5
Buy
Jun 14, 2024
BP p.l.c.
1.02%
▼ 7.06%
3
Buy
Jun 14, 2024
ITV plc
▼ 2.41%
3
Close
Jun 14, 2024
W. P. Carey Inc.
1.47%
▲ 1.95%
6
Buy
Jun 12, 2024
Columbia Banking System
1.37%
▲ 15.83%
7
Buy
Jun 12, 2024
Bank of Georgia Group Plc
1.02%
▲ 10.94%
2
Buy
Jun 10, 2024
Beazley
1.19%
▲ 0.84%
2
Buy
Jun 10, 2024
Primary Health Properties plc R.E.I.T
1.2%
▲ 6.79%
2
Buy
Jun 10, 2024
Supermarket Income REIT Plc
1.15%
▲ 4.77%
2
Buy
Jun 10, 2024
Octopus Renewables Infrastructure Trust Plc
1.21%
▲ 4.40%
2
Buy
Jun 10, 2024
British American Tobacco
1.2%
▲ 4.76%
2
Buy
Jun 10, 2024