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Freetrade SIPP
- New Portfolio
Performance
Portfolio Details
Patricia Akosah
Freetrade SIPP
Individual Investor
Ranked #199,447 out of 729,985 TipRanks' Investors
Success Rate
57%
33 out of 58
profitable transactions
Average Return
4.30%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 0.09%
6-Month Return
▲ 11.20%
12-Month Return
▼ 2.90%
YTD Return
▼ 0.03%
Total Return
▼ 2.17%
Best Trade
Asset
J Sainsbury (JSAIY)
Opened at
Jun 20, 2022
Closed at
-
Gain
▲ 42.18%
Bio
Income, income, income
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.09%
0
-14.09%
▼ 4.52%
▼ 4.74%
▼ 6.38%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 0.10%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.71%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.03%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.32%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.13%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 2.27%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
▼ 6.38%
▼ 6.45%
▼ 2.17%
▼ 0.10%
▲ 9.22%
▲ 9.13%
▲ 6.71%
▲ 5.14%
▲ 4.57%
▲ 4.03%
▼ 1.87%
▲ 1.59%
▼ 3.32%
▲ 14.08%
▲ 5.22%
▲ 2.60%
▲ 5.05%
▲ 3.27%
▲ 3.13%
▼ 14.09%
▼ 3.33%
▼ 2.27%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BFFBF
Biffa plc
―
▲ 4.27%
6
Close
Feb 02, 2023
IGLO
iShares Global Govt Bond UCITS ETF
12.41%
▼ 5.49%
2
Buy
Jun 19, 2022
PRU
Prudential
0.08%
▼ 20.65%
1
Open
Jun 19, 2022
TSCDY
Tesco
2%
▲ 18.76%
5
Buy
Jun 18, 2022
JSAIY
J Sainsbury
3.03%
▲ 30.59%
5
Buy
Jun 18, 2022
DGEAF
Diageo
1.13%
▼ 22.78%
4
Buy
Jun 02, 2022
CWEN.A
Clearway Energy
1.26%
▼ 17.68%
4
Buy
Jun 02, 2022
ISSPF
iShares Global Govt Bond UCITS ETF
―
▼ 3.53%
4
Close
Jun 02, 2022
ED
Consolidated Edison
1.55%
▲ 1.89%
2
Buy
Jun 02, 2022
IUKD
iShares UK Dividend UCITS ETF GBP
1.1%
▲ 4.18%
3
Buy
Jun 02, 2022
0LSZ
Walgreens Boots Alliance
0%
▼ 53.49%
1
Open
Jun 02, 2022
WEN
Wendy's
0%
▲ 14.71%
1
Open
Jun 02, 2022
0ID1
Duke Energy
0%
▼ 4.68%
1
Open
Jun 02, 2022
ISPCF
iShares UK Dividend UCITS ETF GBP
―
▼ 6.73%
2
Close
May 23, 2022
BSPAX
iShares S&P 500 Index Fund - Class A
68.87%
▲ 26.68%
3
Buy
May 14, 2022
PG
Procter & Gamble
2.69%
▲ 7.09%
2
Buy
May 14, 2022
GPC
Genuine Parts Company
2.68%
▲ 26.94%
2
Buy
May 14, 2022
0QZH
Starbucks
0%
▲ 25.42%
1
Open
May 14, 2022
0R1W
Walmart
0%
▲ 24.60%
1
Open
May 14, 2022
PEP
PepsiCo
0%
▲ 3.80%
3
Open
May 07, 2022
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