tiprankstipranks

Equity Portfolio - New Portfolio

Isaac Eddy

Equity Portfolio
Individual Investor
Ranked #531,614 out of 781,066 TipRanks' Investors
Success Rate
58%
11 out of 19
profitable transactions
Average Return
-3.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.97%
6-Month Return▲ 7.45%
12-Month Return-
YTD Return▼ 9.86%
Total Return▲ 3.65%

Best Trade

Opened at
Closed at
Gain▲ 26.49%

Bio

Defensive (fixed income) Portfolio Manager for University of Sheffield Twikker Fund. Previously analyst on Yorkshire and Growth (equities) portfolios. Looking to use Tipranks to combine experience from all three portfolios.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.04%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 5.33%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.53%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 2.08%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.01%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.62%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 22.95%
Dec 2024
▲ 9.79%
▲ 0.95%
▼ 9.86%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 3.04%
▲ 8.13%▲ 1.21%▼ 5.33%
▼ 13.14%▲ 2.34%▲ 3.53%
▲ 2.93%▲ 2.10%▼ 2.08%
▲ 10.00%▼ 0.89%▼ 5.01%
▲ 26.04%▲ 5.96%▲ 3.62%
▲ 5.93%▼ 2.41%▲ 22.95%
▲ 9.79%▲ 0.95%▼ 9.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
888 Holdings
14.53%
▼ 26.03%
5
Open
Jan 17, 2025
ITM Power
7.25%
0.00%
1
Open
Jan 17, 2025
The Hershey Company
12.5%
▼ 8.63%
3
Buy
Jan 16, 2025
Medtronic
10.8%
▲ 3.32%
1
Open
Jan 14, 2025
BOKU
4.6%
▲ 0.79%
1
Open
Jan 08, 2025
SoundHound AI, Inc Class A
2.68%
▼ 9.34%
3
Sell
Jan 07, 2025
Cheniere Energy
16.53%
▲ 18.63%
1
Open
Dec 30, 2024
Elanco Animal Health
15.07%
▲ 1.69%
1
Open
Dec 19, 2024
Amazon
▲ 26.49%
2
Close
Dec 12, 2024
SPDR S&P 500 ETF Trust
▲ 16.25%
3
Close
Dec 12, 2024
ProShares Ultra 7-10 Year Treasury
▼ 0.09%
2
Close
Dec 12, 2024
iShares 20+ Year Treasury Bond ETF
▲ 3.69%
2
Close
Dec 12, 2024
Tesco plc
▲ 17.58%
2
Close
Dec 12, 2024
Albertsons Companies
16.06%
▲ 0.72%
1
Open
Dec 12, 2024
Dorian LPG
▼ 39.48%
3
Close
Dec 11, 2024
Essential Utilities
0.00%
2
Close
Apr 01, 2024