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BM ii ISA - New Portfolio

Peter Martin

BM ii ISA
Individual Investor
Ranked #394,431 out of 747,696 TipRanks' Investors
Success Rate
43%
64 out of 150
profitable transactions
Average Return
-0.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 27.43%
6-Month Return▲ 22.14%
12-Month Return▼ 12.91%
YTD Return▲ 4.59%
Total Return▼ 4.16%

Best Trade

Opened at
Closed at-
Gain▲ 56.89%

Bio

Growth and Dividend Portfolio.

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 5.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 21.94%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.70%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 9.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.86%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.47%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 21.08%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.16%
▼ 1.87%▲ 1.59%▼ 21.94%
▲ 14.08%▲ 5.22%▲ 10.70%
▲ 5.05%▲ 3.27%▼ 9.34%
▼ 12.40%▼ 4.03%▲ 2.86%
▲ 11.46%▲ 5.06%▼ 0.26%
▼ 2.25%▲ 3.53%▲ 7.47%
▲ 29.87%▲ 0.88%▲ 21.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
66.48%
▲ 3.02%
49
Sell
Jul 22, 2024
Conduit Holdings Ltd
2.4%
▼ 2.14%
2
Buy
Jun 06, 2024
MP Materials
1.41%
▼ 19.41%
1
Open
May 21, 2024
Palantir Technologies
▲ 15.92%
10
Close
Apr 29, 2024
Lloyds Banking
▲ 11.25%
3
Close
Apr 29, 2024
BT Group plc
4.87%
▲ 35.26%
1
Open
Apr 29, 2024
Aviva plc
5.04%
▲ 7.17%
2
Buy
Mar 20, 2024
Moneysupermarket.com
4.78%
▲ 2.80%
1
Open
Mar 20, 2024
SSE
6.37%
▲ 16.77%
1
Open
Mar 13, 2024
Fonix Mobile PLC
2.4%
▼ 4.99%
1
Open
Mar 13, 2024
Morgan Advanced Materials
6.26%
▲ 27.45%
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
Legal & General
▼ 3.69%
4
Close
Jul 11, 2023
M&G Plc
▼ 5.85%
3
Close
Jul 11, 2023
Bank of America
▲ 26.23%
2
Close
Jul 11, 2023