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Equity Portfolio - New Portfolio

Isaac Eddy

Equity Portfolio
Individual Investor
Ranked #419,853 out of 799,718 TipRanks' Investors
Success Rate
48%
14 out of 29
profitable transactions
Average Return
0.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.26%
6-Month Return▲ 15.13%
12-Month Return▼ 0.67%
YTD Return▼ 7.77%
Total Return▲ 0.26%

Best Trade

Opened at
Closed at-
Gain▲ 70.87%

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

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 4.97%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.28%
Nov 2024
▲ 5.41%
▼ 2.41%
▲ 16.58%
Dec 2024
▲ 6.02%
▲ 2.69%
▼ 11.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.65%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.05%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.84%
Apr 2025
▲ 11.76%
▲ 7.15%
▲ 11.28%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 4.97%
▲ 25.97%▲ 5.96%▲ 3.28%
▲ 5.41%▼ 2.41%▲ 16.58%
▲ 6.02%▲ 2.69%▼ 11.09%
▼ 12.86%▼ 1.27%▼ 4.65%
▼ 1.80%▼ 5.57%▼ 3.05%
▲ 1.76%▼ 0.87%▲ 0.84%
▲ 11.76%▲ 7.15%▲ 11.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BP p.l.c.
3.76%
▲ 8.13%
1
Open
May 05, 2025
ITM Power
5.31%
▲ 48.72%
4
Buy
Mar 31, 2025
888 Holdings
▼ 28.85%
6
Close
Mar 29, 2025
Elanco Animal Health
▼ 11.17%
2
Close
Mar 29, 2025
Orsted
11.95%
▼ 22.05%
1
Open
Mar 05, 2025
BOKU
3.31%
▼ 11.00%
3
Sell
Mar 04, 2025
NRG Energy
6.9%
▲ 58.80%
1
Open
Mar 03, 2025
Albertsons Companies
23.95%
▲ 14.82%
3
Sell
Jan 31, 2025
Medtronic
13.12%
▼ 0.93%
3
Buy
Jan 31, 2025
PureTech Health
11.31%
▼ 10.04%
1
Open
Jan 29, 2025
SoundHound AI, Inc Class A
▼ 6.48%
4
Close
Jan 26, 2025
The Hershey Company
▼ 10.60%
4
Close
Jan 23, 2025
Cheniere Energy
20.38%
▲ 10.81%
1
Open
Dec 30, 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
Dorian LPG
▼ 39.49%
3
Close
Dec 11, 2024
Essential Utilities
0.00%
2
Close
Apr 01, 2024