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The Pension Pot - New Portfolio

Will…

The Pension Pot
Individual Investor
Ranked #479,041 out of 733,923 TipRanks' Investors
Success Rate
57%
73 out of 127
profitable transactions
Average Return
-0.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.52%
6-Month Return▲ 11.84%
12-Month Return▲ 5.83%
YTD Return▲ 4.07%
Total Return▼ 27.26%

Best Trade

Opened at
Closed at-
Gain▲ 96.63%

Bio

This is my Pension pot.

Performance

14.08%0-14.08%
▼ 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
▼ 12.40%
▼ 4.03%
▲ 2.79%
Apr 2024
▲ 0.40%
▲ 3.76%
▲ 5.84%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▼ 12.40%▼ 4.03%▲ 2.79%
▲ 0.40%▲ 3.76%▲ 5.84%

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
10.48%
▲ 48.23%
3
Buy
Dec 19, 2023
abrdn
3.03%
▼ 3.80%
3
Buy
Dec 19, 2023
St. James's Place
2.28%
▼ 45.83%
3
Buy
Dec 19, 2023
Rio Tinto
1.5%
▲ 11.97%
3
Buy
Dec 19, 2023
Record plc
▼ 3.86%
3
Close
Dec 19, 2023
Persimmon
3.24%
▲ 1.87%
3
Buy
Dec 19, 2023
Paragon Banking Group PLC
6.21%
▲ 30.35%
3
Buy
Dec 19, 2023
Lucid Group
0.12%
▼ 60.48%
3
Buy
Dec 19, 2023
GlaxoSmithKline
6.97%
▲ 32.58%
3
Buy
Dec 19, 2023
City of London Investment
4.2%
▲ 1.46%
3
Buy
Dec 19, 2023
BB Biotech
▼ 25.67%
3
Close
Dec 19, 2023
Anglo American
1.95%
▲ 12.07%
3
Buy
Dec 19, 2023
Tritax Big Box REIT
4.67%
▲ 2.08%
3
Buy
Dec 19, 2023
M&G Plc
4.7%
▲ 15.79%
3
Buy
Dec 19, 2023
Forterra
3.29%
▼ 9.53%
3
Buy
Dec 19, 2023
Reckitt
2.45%
▼ 14.15%
2
Buy
Dec 19, 2023
Ninety One
1.54%
▼ 1.26%
2
Buy
Dec 19, 2023
Alliance Pharma
0.02%
▼ 46.81%
3
Sell
Dec 19, 2023
Serica Energy
2.77%
▼ 22.62%
3
Buy
Dec 19, 2023