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ISA - New Portfolio
Andy Morgan
ISAIndividual Investor
Ranked #28,019 out of 775,923 TipRanks' Investors
Success Rate
55 out of 74
profitable transactions
profitable transactions
Average Return
41.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.82%
6-Month Return▲ 5.14%
12-Month Return▲ 35.00%
YTD Return▲ 34.03%
Total Return▲ 194.17%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.87%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.74%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.37%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.49%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.70%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.15%
Dec 2024
▲ 11.46%▲ 5.06%▲ 4.87%
▼ 2.25%▲ 3.53%▲ 4.74%
▲ 25.71%▲ 1.21%▲ 0.02%
▼ 4.22%▲ 2.34%▲ 1.33%
▲ 7.82%▲ 2.10%▲ 0.37%
▲ 5.38%▼ 0.89%▲ 1.49%
▲ 43.22%▲ 5.96%▲ 3.70%
▲ 3.34%▼ 1.56%▼ 2.15%
Recent Activity
Advanced Micro Devices
0.3%
▼ 5.58%
3
Open
Dec 05, 2024
Eli Lilly & Co
0.33%
▼ 7.01%
1
Open
Dec 05, 2024
AbbVie
0.26%
▼ 0.33%
1
Open
Dec 05, 2024
Micron
0.32%
▼ 10.66%
1
Open
Dec 05, 2024
Shell (UK)
9.46%
▼ 1.00%
13
Buy
Nov 09, 2024
Nvidia
16.33%
▲ 291.53%
9
Buy
Nov 08, 2024
Amazon
9.26%
▲ 50.05%
7
Buy
Nov 08, 2024
Coca-Cola
2.23%
▲ 6.30%
5
Buy
Nov 08, 2024
Chevron
1.94%
▼ 2.04%
3
Buy
Nov 08, 2024
Alphabet Class A
5.58%
▲ 28.47%
3
Buy
Nov 08, 2024
Mondelez International
1.34%
▼ 10.29%
1
Open
Nov 08, 2024
Walmart
―
▲ 45.63%
6
Close
Nov 06, 2024
Dynatrace
―
▲ 14.05%
2
Close
Nov 06, 2024
HSBC Holdings
―
▲ 8.12%
3
Close
Mar 22, 2024
Microsoft
6.79%
▲ 23.31%
6
Buy
Feb 23, 2024
iShares Core S&P 500 UCITS ETF
1.94%
▲ 28.24%
4
Buy
Feb 23, 2024
Vanguard S&P 500 UCITS ETF
40.74%
▲ 27.02%
3
Buy
Feb 23, 2024
Mastercard
1.46%
▲ 23.45%
3
Buy
Feb 23, 2024
SoundHound AI, Inc Class A
―
▲ 4.45%
2
Close
Feb 20, 2024
Starbucks
0.07%
▼ 0.78%
4
Buy
Jan 18, 2024