tiprankstipranks

PM ii ISA - New Portfolio

Peter Martin

PM ii ISA
Individual Investor
Ranked #440,114 out of 743,899 TipRanks' Investors
Success Rate
36%
29 out of 81
profitable transactions
Average Return
-9.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.98%
6-Month Return▼ 7.14%
12-Month Return▼ 38.77%
YTD Return▼ 12.07%
Total Return▼ 57.79%

Best Trade

Opened at
Closed at-
Gain▲ 202.30%

Bio

Performance

17.63%0-17.63%
▲ 5.14%
▲ 4.57%
▼ 7.10%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 17.63%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 8.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.49%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 5.62%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▼ 7.10%
▼ 1.87%▲ 1.59%▼ 17.63%
▲ 14.08%▲ 5.22%▲ 5.29%
▲ 5.05%▲ 3.27%▲ 10.29%
▼ 12.40%▼ 4.03%▼ 1.88%
▲ 11.46%▲ 5.06%▼ 8.08%
▼ 2.25%▲ 3.53%▼ 3.49%
▲ 0.26%▲ 0.21%▲ 5.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rio Tinto
2.73%
▼ 1.84%
1
Open
Jun 26, 2024
Taylor Wimpey
1.52%
▲ 0.03%
1
Open
Jun 20, 2024
Rocket Lab USA
1.88%
▼ 3.96%
1
Open
Jun 20, 2024
Gilead Sciences
1.67%
▼ 0.13%
1
Open
Jun 20, 2024
Markforged Holding
1.54%
▼ 1.66%
3
Open
Jun 18, 2024
Legal & General
17.83%
▼ 0.49%
3
Buy
Jun 18, 2024
National Grid
2.62%
▼ 0.13%
1
Open
Jun 18, 2024
Greencoat UK Wind
5.83%
▼ 1.49%
3
Buy
Jun 06, 2024
Volex plc
2.18%
▲ 14.91%
2
Buy
Mar 20, 2024
Volution
2.25%
▲ 14.00%
2
Buy
Mar 20, 2024
Chemring
3.47%
▲ 13.42%
3
Buy
Mar 20, 2024
Tesla
37.71%
▲ 5.17%
19
Sell
Mar 12, 2024
Origin Materials
▼ 58.20%
11
Close
Mar 12, 2024
Lilium
▲ 18.85%
4
Close
Mar 12, 2024
Archer Aviation
▼ 23.28%
4
Close
Mar 12, 2024
PayPal Holdings
▲ 1.85%
2
Close
Mar 12, 2024
Severfield
4.68%
▲ 20.93%
3
Buy
Dec 29, 2023
Velo3D
0.82%
▼ 91.94%
8
Buy
Dec 14, 2023
Palantir Technologies
2.11%
▲ 29.68%
7
Open
Oct 09, 2023
BT Group plc
▼ 3.17%
4
Close
Sep 11, 2023