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Equity/FI Portfolio - New Portfolio
Isaac Eddy
Equity/FI PortfolioIndividual Investor
Ranked #519,031 out of 769,632 TipRanks' Investors
Success Rate
5 out of 10
profitable transactions
profitable transactions
Average Return
-9.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.37%
6-Month Return▼ 13.21%
12-Month Return-
YTD Return▼ 11.31%
Total Return▼ 11.31%
Best Trade
Bio
Defensive (fixed income) Portfolio Manager for University of Sheffield Twikker Fund. Previously analyst on Yorkshire and Growth (equities) portfolios. Looking to use Tipranks to combine experience from all three portfolios.
Performance
36.08%0-36.08%
▼ 12.40%
▼ 4.03%
▼ 4.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.80%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.04%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 5.33%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.53%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.08%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.91%
Oct 2024
▲ 36.08%
▲ 4.73%
▼ 1.83%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.46%
▲ 11.46%▲ 5.06%▲ 6.80%
▼ 2.25%▲ 3.53%▼ 3.04%
▲ 25.72%▲ 1.21%▼ 5.33%
▼ 4.22%▲ 2.34%▲ 3.53%
▲ 7.82%▲ 2.10%▼ 2.08%
▲ 5.70%▼ 0.89%▼ 4.91%
▲ 36.08%▲ 4.73%▼ 1.83%
Recent Activity
888 Holdings
1.34%
▼ 37.52%
3
Sell
Jul 26, 2024
Tesco plc
4.34%
▲ 12.13%
1
Open
Jul 16, 2024
Dorian LPG
3.78%
▼ 35.95%
2
Buy
Jun 07, 2024
iShares 20+ Year Treasury Bond ETF
6.19%
▲ 2.55%
1
Open
Apr 10, 2024
Essential Utilities
―
0.00%
2
Close
Apr 01, 2024
SPDR S&P 500 ETF Trust
8.16%
▲ 14.56%
2
Buy
Mar 28, 2024
Amazon
7.33%
▲ 9.61%
1
Open
Mar 27, 2024
ProShares Ultra 7-10 Year Treasury
2.27%
▼ 1.12%
1
Open
Mar 27, 2024