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ISA - New Portfolio

PerformancePortfolio Details

Andy Morgan

ISA
Individual Investor
Ranked #11,305 out of 769,291 TipRanks' Investors
Success Rate
89%
62 out of 70
profitable transactions
Average Return
46.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.11%
6-Month Return▲ 12.75%
12-Month Return▲ 40.81%
YTD Return▲ 36.73%
Total Return▲ 200.11%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 652.66%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.87%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.37%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.52%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.48%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.37%
▲ 11.46%▲ 5.06%▲ 4.87%
▼ 2.25%▲ 3.53%▲ 4.74%
▲ 25.72%▲ 1.21%▲ 0.02%
▼ 4.22%▲ 2.34%▲ 1.33%
▲ 7.82%▲ 2.10%▲ 0.37%
▲ 5.70%▼ 0.89%▲ 1.52%
▲ 23.63%▲ 3.84%▲ 3.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SHEL
Shell (UK)
10.41%
▲ 7.37%
13
Buy
Nov 09, 2024
NVDA
Nvidia
17.48%
▲ 326.29%
9
Buy
Nov 08, 2024
AMZN
Amazon
8.26%
▲ 32.35%
7
Buy
Nov 08, 2024
KO
Coca-Cola
2.31%
▲ 8.36%
5
Buy
Nov 08, 2024
CVX
Chevron
2.23%
▲ 10.84%
3
Buy
Nov 08, 2024
GOOGL
Alphabet Class A
4.87%
▲ 12.38%
3
Buy
Nov 08, 2024
MDLZ
Mondelez International
1.47%
▼ 2.13%
1
Open
Nov 08, 2024
WMT
Walmart
―
▲ 45.63%
6
Close
Nov 06, 2024
DT
Dynatrace
―
▲ 14.05%
2
Close
Nov 06, 2024
HSBA
HSBC Holdings
―
▲ 8.12%
3
Close
Mar 22, 2024
MSFT
Microsoft
6.52%
▲ 16.61%
6
Buy
Feb 23, 2024
GSPX
iShares Core S&P 500 UCITS ETF
1.96%
▲ 27.85%
4
Buy
Feb 23, 2024
VUAG
Vanguard S&P 500 UCITS ETF
41.27%
▲ 26.36%
3
Buy
Feb 23, 2024
MA
Mastercard
1.46%
▲ 20.43%
3
Buy
Feb 23, 2024
SOUN
SoundHound AI, Inc Class A
―
▲ 4.45%
2
Close
Feb 20, 2024
SBUX
Starbucks
0.08%
▲ 8.09%
4
Buy
Jan 18, 2024
MCD
McDonald's
0.73%
▲ 8.05%
3
Sell
Jan 18, 2024
VHYL
Vanguard FTSE All - World High Dividend Yield UCITS ETF
―
▲ 2.85%
3
Close
Jan 11, 2024
AMD
Advanced Micro Devices
―
▲ 4.51%
2
Close
Nov 11, 2023
STAA
Staar Surgical
―
▼ 21.69%
2
Close
Sep 15, 2023