ISA - New Portfolio

Andy Morgan

ISA
Individual Investor
Ranked #6,625 out of 753,381 TipRanks' Investors
Success Rate
95%
60 out of 63
profitable transactions
Average Return
43.96%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
42.26% GB:VUAG
20.21% NVDA
10.52% GB:SHEL
7.09% MSFT
5.85% AMZN
14.07% Others
By Assets
54.56% Stocks
45.44% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
45.44% General
27.89% Technology
11.51% Energy
6.72% Consumer Cyclical
3.88% Communication Services
4.56% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
lx2c6y4n
premium
lx2c6y4n
lx2c6y4n
lx2c6y4n
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9m9zr1k4qcn
9m9zr1k4qcn
premium
9m9zr1k4qcn
premium
9m9zr1k4qcn
9m9zr1k4qcn
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xs7xnxc01kc
xs7xnxc01kc
premium
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premium
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xs7xnxc01kc
xs7xnxc01kc
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cfaweijk1ll
cfaweijk1ll
premium
cfaweijk1ll
premium
cfaweijk1ll
cfaweijk1ll
cfaweijk1ll
5f71jzbqr
5f71jzbqr
5f71jzbqr
premium
5f71jzbqr
premium
5f71jzbqr
5f71jzbqr
5f71jzbqr
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xf9bfawkv
premium
xf9bfawkv
premium
xf9bfawkv
xf9bfawkv
xf9bfawkv
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2q1fgi
2q1fgi
premium
2q1fgi
premium
2q1fgi
2q1fgi
2q1fgi
l0hqaqsa
l0hqaqsa
l0hqaqsa
premium
l0hqaqsa
premium
l0hqaqsa
l0hqaqsa
l0hqaqsa
msiarkrsosr
msiarkrsosr
msiarkrsosr
premium
msiarkrsosr
premium
msiarkrsosr
msiarkrsosr
msiarkrsosr
xl0uv0663x
xl0uv0663x
xl0uv0663x
premium
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premium
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NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
GB:SHEL
Shell (UK)
2719.50p
17p
(0.63%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
£169.77B
14.94%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
KO
Coca-Cola
$69.79
$0.46
(0.66%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$300.79B
16.10%
GB:GSPX
GSPX
< ETF >
iShares Core S&P 500 UCITS ETF
£9.44
£0.468
(5.22%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
26.45%
GB:VUKG
VUKG
< ETF >
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
4192.75p
26.25p
(0.63%)
premium
468 Buy
254 Hold
62 Sell
Moderate Buy
premium
$1.35B
17.52%
GB:VUAG
VUAG
< ETF >
Vanguard S&P 500 UCITS ETF
£81.11
£0.408
(0.5%)
premium
4K Buy
3K Hold
289 Sell
Moderate Buy
premium
$10.57B
23.35%
SBUX
Starbucks
$94.02
$1.59
(1.72%)
premium
15 Buy
9 Hold
1 Sell
Moderate Buy
premium
$106.54B
-0.85%
WMT
Walmart
$75.70
$0.12
(0.16%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$608.90B
44.75%
MA
Mastercard
$466.44
$2.38
(0.51%)
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$430.91B
17.29%
MCD
McDonald's
$289.52
$0.31
(0.11%)
premium
17 Buy
7 Hold
0 Sell
Moderate Buy
premium
$207.69B
2.54%
CVX
Chevron
$147.62
$1.89
(1.3%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.98B
-6.53%
DT
Dynatrace
$50.24
$0.09
(0.18%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$14.97B
9.96%
GOOGL
Alphabet Class A
$165.62
$1.82
(1.11%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.05T
27.62%