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ISA - New Portfolio
Andy Morgan
ISAIndividual Investor
Ranked #8,774 out of 793,101 TipRanks' Investors
Success Rate
66 out of 74
profitable transactions
profitable transactions
Average Return
39.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.78%
6-Month Return▲ 6.51%
12-Month Return▲ 18.68%
YTD Return▲ 3.22%
Total Return▲ 204.50%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.33%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.42%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.71%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.82%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.05%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 1.09%
Mar 2025
▼ 13.14%▲ 2.34%▲ 1.33%
▲ 2.93%▲ 2.10%▲ 0.37%
▲ 10.00%▼ 0.89%▲ 1.42%
▲ 26.01%▲ 5.96%▲ 3.71%
▲ 5.34%▼ 2.41%▼ 1.82%
▲ 5.88%▲ 2.69%▲ 4.30%
▼ 12.86%▼ 1.27%▲ 0.05%
▲ 7.47%▼ 3.09%▼ 1.09%
Recent Activity
Advanced Micro Devices
0.29%
▼ 7.48%
3
Open
Dec 05, 2024
Eli Lilly & Co
0.39%
▲ 4.94%
1
Open
Dec 05, 2024
AbbVie
0.32%
▲ 19.85%
1
Open
Dec 05, 2024
Micron
0.35%
▼ 3.77%
1
Open
Dec 05, 2024
Shell (UK)
11.34%
▲ 13.86%
13
Buy
Nov 09, 2024
Nvidia
15.1%
▲ 252.93%
9
Buy
Nov 08, 2024
Amazon
8.58%
▲ 35.60%
7
Buy
Nov 08, 2024
Coca-Cola
2.52%
▲ 18.94%
5
Buy
Nov 08, 2024
Chevron
2.29%
▲ 14.42%
3
Buy
Nov 08, 2024
Alphabet Class A
5.02%
▲ 12.67%
3
Buy
Nov 08, 2024
Mondelez International
1.5%
▼ 1.11%
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
6.27%
▲ 11.24%
6
Buy
Feb 23, 2024
iShares Core S&P 500 UCITS ETF
1.97%
▲ 24.59%
4
Buy
Feb 23, 2024
Vanguard S&P 500 UCITS ETF
40.61%
▲ 20.04%
3
Buy
Feb 23, 2024
Mastercard
1.55%
▲ 27.29%
3
Buy
Feb 23, 2024
SoundHound AI, Inc Class A
―
▲ 4.45%
2
Close
Feb 20, 2024
Starbucks
0.08%
▲ 5.29%
4
Buy
Jan 18, 2024