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ISA - New Portfolio
Andy Morgan
ISAIndividual Investor
Ranked #6,625 out of 753,381 TipRanks' Investors
Success Rate
60 out of 63
profitable transactions
profitable transactions
Average Return
43.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.67%
6-Month Return▲ 16.19%
12-Month Return▲ 44.38%
YTD Return▲ 30.50%
Total Return▲ 186.45%
Best Trade
Bio
Performance
25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 4.11%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.35%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.87%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.74%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.02%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 1.99%
Aug 2024
▼ 1.87%▲ 1.59%▲ 4.11%
▲ 14.08%▲ 5.22%▲ 7.62%
▲ 5.05%▲ 3.27%▲ 4.35%
▼ 12.40%▼ 4.03%▼ 0.37%
▲ 11.46%▲ 5.06%▲ 4.87%
▼ 2.25%▲ 3.53%▲ 4.74%
▲ 25.76%▲ 1.21%▲ 0.02%
▼ 2.89%▲ 2.06%▲ 1.99%
Recent Activity
Shell (UK)
10.52%
▲ 11.69%
12
Buy
Jun 07, 2024
HSBC Holdings
―
▲ 8.12%
3
Close
Mar 22, 2024
Chevron
0.99%
▲ 3.29%
2
Buy
Feb 27, 2024
Alphabet Class A
3.88%
▲ 19.96%
2
Buy
Feb 27, 2024
Nvidia
20.21%
▲ 324.04%
8
Sell
Feb 26, 2024
Dynatrace
0.59%
▲ 1.43%
1
Open
Feb 26, 2024
Microsoft
7.09%
▲ 17.48%
6
Buy
Feb 23, 2024
Amazon
5.85%
▲ 23.62%
6
Buy
Feb 23, 2024
iShares Core S&P 500 UCITS ETF
2.1%
▲ 21.05%
4
Buy
Feb 23, 2024
Vanguard S&P 500 UCITS ETF
42.26%
▲ 13.83%
3
Buy
Feb 23, 2024
Mastercard
1.42%
▲ 8.90%
3
Buy
Feb 23, 2024
SoundHound AI, Inc Class A
―
▲ 4.45%
2
Close
Feb 20, 2024
Starbucks
0.08%
▲ 3.23%
4
Buy
Jan 18, 2024
Walmart
0.26%
▲ 34.52%
5
Buy
Jan 18, 2024
McDonald's
0.79%
▲ 7.82%
3
Sell
Jan 18, 2024
Vanguard FTSE All - World High Dividend Yield UCITS ETF
―
▲ 2.85%
3
Close
Jan 11, 2024
Advanced Micro Devices
―
▲ 4.51%
2
Close
Nov 11, 2023
Coca-Cola
2.89%
▲ 20.14%
4
Buy
Nov 06, 2023
Staar Surgical
―
▼ 21.69%
2
Close
Sep 15, 2023
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
1.08%
▲ 13.56%
1
Open
Jul 21, 2023