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BM ii ISA - New Portfolio

Peter Martin

BM ii ISA
Individual Investor
Ranked #294,296 out of 781,066 TipRanks' Investors
Success Rate
51%
80 out of 157
profitable transactions
Average Return
11.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.37%
6-Month Return▲ 45.16%
12-Month Return▲ 76.64%
YTD Return▲ 4.18%
Total Return▲ 38.20%

Best Trade

Opened at
Closed at-
Gain▲ 166.05%

Bio

Growth and Dividend Portfolio.

Performance

27.27%0-27.27%
▲ 9.79%
▲ 3.53%
▲ 7.47%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 14.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.72%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 14.26%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.40%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 27.27%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 7.13%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 4.18%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 7.47%
▲ 8.13%▲ 1.21%▲ 14.55%
▼ 13.14%▲ 2.34%▼ 5.72%
▲ 2.93%▲ 2.10%▲ 14.26%
▲ 10.00%▼ 0.89%▼ 0.40%
▲ 26.04%▲ 5.96%▲ 27.27%
▲ 5.93%▼ 2.41%▲ 7.13%
▲ 9.79%▲ 0.95%▲ 4.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Moneysupermarket.com
▼ 10.26%
2
Close
Oct 16, 2024
BT Group plc
▲ 26.18%
3
Close
Oct 08, 2024
MP Materials
▲ 24.41%
3
Close
Oct 08, 2024
Conduit Holdings Ltd
1.25%
▼ 10.54%
4
Buy
Sep 20, 2024
Bank of Georgia Group Plc
70.14%
▲ 1.28%
1
Open
Aug 29, 2024
Vesuvius
0.55%
▲ 2.91%
1
Open
Aug 09, 2024
Reckitt
0.76%
▲ 13.96%
1
Open
Jul 26, 2024
Tesla
23.81%
▲ 60.33%
49
Sell
Jul 22, 2024
Palantir Technologies
▲ 15.92%
10
Close
Apr 29, 2024
Lloyds Banking
▲ 11.25%
3
Close
Apr 29, 2024
Aviva plc
1.01%
▲ 10.97%
2
Buy
Mar 20, 2024
SSE
1.09%
▲ 4.80%
1
Open
Mar 13, 2024
Fonix Mobile PLC
0.38%
▼ 20.95%
1
Open
Mar 13, 2024
Morgan Advanced Materials
1%
▲ 2.81%
1
Open
Mar 13, 2024
Lilium
▲ 1.03%
5
Close
Mar 12, 2024
Rocket Lab USA
▼ 15.80%
4
Close
Mar 12, 2024
Joby Aviation
▼ 12.58%
2
Close
Mar 12, 2024
Archer Aviation
▼ 2.67%
2
Close
Mar 12, 2024
International Business Machines
▲ 10.18%
7
Close
Dec 14, 2023
Origin Materials
▼ 38.83%
19
Close
Aug 11, 2023