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Pension - New Portfolio

Pension
Individual Investor
Ranked #79,074 out of 801,238 TipRanks' Investors
Success Rate
82%
40 out of 49
profitable transactions
Average Return
7.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.26%
6-Month Return-
12-Month Return-
YTD Return▲ 18.11%
Total Return▲ 18.11%

Best Trade

Opened at
Closed at
Gain▲ 30.98%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.42%
▼ 2.41%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.84%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.67%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.42%
Apr 2025
▲ 12.25%
▲ 6.60%
▲ 12.03%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%
▲ 25.97%▲ 5.96%
▲ 5.42%▼ 2.41%
▲ 6.01%▲ 2.69%▲ 4.83%
▼ 12.86%▼ 1.27%▲ 0.84%
▼ 1.80%▼ 5.57%▼ 1.67%
▲ 1.76%▼ 0.87%▲ 1.42%
▲ 12.25%▲ 6.60%▲ 12.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Greggs plc
▲ 29.48%
3
Close
May 20, 2025
Capita plc
▲ 5.30%
2
Close
May 15, 2025
HSBC Holdings
▲ 13.67%
5
Close
May 13, 2025
Rank Group plc
▲ 23.43%
2
Close
May 12, 2025
Indivior
▲ 16.22%
2
Close
May 12, 2025
Diversified Energy Company
11.3%
▼ 7.41%
2
Buy
May 09, 2025
Card Factory
▲ 1.04%
2
Close
May 09, 2025
Prudential
▲ 6.52%
2
Close
Apr 15, 2025
Bellway
▲ 5.74%
2
Close
Apr 15, 2025
SSE
▲ 7.45%
2
Close
Apr 04, 2025
Tesco plc
▲ 4.91%
3
Close
Apr 04, 2025
Marks and Spencer
▲ 9.09%
4
Close
Apr 03, 2025
QinetiQ
▲ 20.44%
3
Close
Mar 26, 2025
Agronomics
1.63%
▼ 15.38%
1
Open
Mar 25, 2025
Rolls-Royce Holdings
▲ 16.51%
3
Close
Mar 20, 2025
Phoenix Group Holdings
▲ 17.54%
3
Close
Mar 18, 2025
BT Group plc
▲ 13.98%
2
Close
Mar 07, 2025
Lancashire Holdings
9.67%
▲ 5.45%
1
Open
Mar 07, 2025
Mondi plc
▲ 8.53%
2
Close
Mar 05, 2025
M&G Plc
▲ 9.74%
2
Close
Mar 04, 2025