PM ii ISA - New Portfolio

Peter Martin

PM ii ISA
Individual Investor
Ranked #254,683 out of 766,394 TipRanks' Investors
Success Rate
54%
52 out of 96
profitable transactions
Average Return
10.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 34.76%
6-Month Return▲ 27.18%
12-Month Return▲ 11.69%
YTD Return▲ 14.09%
Total Return▼ 45.24%

Best Trade

Opened at
Closed at-
Gain▲ 287.53%

Bio

Performance

28.75%0-28.75%
▼ 12.40%
▼ 4.03%
▼ 1.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 8.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.49%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 12.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 12.36%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.03%
Oct 2024
▲ 24.50%
▲ 5.20%
▲ 28.75%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.88%
▲ 11.46%▲ 5.06%▼ 8.08%
▼ 2.25%▲ 3.53%▼ 3.49%
▲ 25.72%▲ 1.21%▲ 7.68%
▼ 4.22%▲ 2.34%▼ 12.06%
▲ 7.82%▲ 2.10%▲ 12.36%
▲ 6.02%▼ 0.89%▲ 0.03%
▲ 24.50%▲ 5.20%▲ 28.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lilium
0.41%
▼ 32.17%
7
Sell
Oct 16, 2024
Rolls-Royce Holdings
5.02%
▲ 223.95%
5
Sell
Oct 08, 2024
Volex plc
▲ 5.93%
3
Close
Oct 08, 2024
Bridgepoint Group Plc
▲ 80.65%
3
Close
Oct 08, 2024
Volution
▲ 37.63%
4
Close
Oct 08, 2024
Markforged Holding
▲ 28.01%
5
Close
Oct 08, 2024
Legal & General
6.76%
▼ 1.17%
4
Sell
Oct 08, 2024
Gilead Sciences
▲ 25.58%
2
Close
Oct 08, 2024
Blade Air Mobility
2.44%
▲ 10.37%
1
Open
Oct 08, 2024
Essentra
2.8%
▲ 5.87%
2
Buy
Sep 26, 2024
Bank of Georgia Group Plc
3.5%
▲ 26.44%
1
Open
Sep 26, 2024
Rio Tinto
4.24%
▼ 1.85%
2
Buy
Aug 20, 2024
Tesla
37.94%
▲ 60.04%
21
Buy
Aug 09, 2024
Archer Aviation
4.9%
▼ 11.49%
5
Open
Aug 09, 2024
National Grid
3.85%
▲ 5.95%
2
Buy
Aug 07, 2024
Taylor Wimpey
2.41%
▼ 9.28%
2
Buy
Jul 31, 2024
Record plc
1.66%
▼ 3.96%
1
Open
Jul 05, 2024
Morgan Advanced Materials
1.71%
▼ 19.11%
1
Open
Jul 04, 2024
Rocket Lab USA
5.13%
▲ 207.92%
1
Open
Jun 20, 2024
Greencoat UK Wind
4.99%
▼ 0.22%
3
Buy
Jun 06, 2024