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The Pension Pot - New Portfolio

Will…

The Pension Pot
Individual Investor
Ranked #465,087 out of 730,641 TipRanks' Investors
Success Rate
53%
67 out of 127
profitable transactions
Average Return
-2.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.74%
6-Month Return▲ 11.70%
12-Month Return▼ 1.66%
YTD Return▼ 1.72%
Total Return▼ 31.30%

Best Trade

Opened at
Closed at-
Gain▲ 99.90%

Bio

This is my Pension pot.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 0.33%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.42%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.47%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.14%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 4.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.95%
Mar 2024
▼ 11.79%
▼ 2.83%
▲ 2.74%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 0.33%
▼ 6.45%▼ 2.17%▼ 5.42%
▲ 9.22%▲ 9.13%▲ 5.47%
▲ 5.14%▲ 4.57%▲ 6.14%
▼ 1.87%▲ 1.59%▼ 1.59%
▲ 14.08%▲ 5.22%▼ 4.65%
▲ 5.05%▲ 3.27%▲ 1.95%
▼ 11.79%▼ 2.83%▲ 2.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Ediston Property Investment
▲ 7.33%
4
Close
Jan 10, 2024
Alphabet Class A
10.96%
▲ 50.69%
3
Buy
Dec 19, 2023
abrdn
2.97%
▼ 9.44%
3
Buy
Dec 19, 2023
St. James's Place
2.1%
▼ 51.37%
3
Buy
Dec 19, 2023
Rio Tinto
1.54%
▲ 9.74%
3
Buy
Dec 19, 2023
Record plc
▼ 3.86%
3
Close
Dec 19, 2023
Persimmon
3.16%
▼ 5.01%
3
Buy
Dec 19, 2023
Paragon Banking Group PLC
6.27%
▲ 24.12%
3
Buy
Dec 19, 2023
Lucid Group
0.11%
▼ 65.40%
3
Buy
Dec 19, 2023
GlaxoSmithKline
6.63%
▲ 21.08%
3
Buy
Dec 19, 2023
City of London Investment
4.12%
▲ 0.57%
3
Buy
Dec 19, 2023
BB Biotech
▼ 25.67%
3
Close
Dec 19, 2023
Anglo American
2.03%
▲ 9.42%
3
Buy
Dec 19, 2023
Tritax Big Box REIT
4.57%
▼ 3.59%
3
Buy
Dec 19, 2023
M&G Plc
4.75%
▲ 12.06%
3
Buy
Dec 19, 2023
Forterra
3.18%
▼ 15.17%
3
Buy
Dec 19, 2023
Reckitt
2.44%
▼ 17.44%
2
Buy
Dec 19, 2023
Ninety One
1.52%
▼ 6.27%
2
Buy
Dec 19, 2023
Alliance Pharma
0.02%
▼ 43.83%
3
Sell
Dec 19, 2023
Serica Energy
3.24%
▼ 12.79%
3
Buy
Dec 19, 2023