tiprankstipranks

Equity Portfolio - New Portfolio

Isaac Eddy

Equity Portfolio
Individual Investor
Ranked #485,201 out of 788,370 TipRanks' Investors
Success Rate
40%
10 out of 25
profitable transactions
Average Return
-4.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.33%
6-Month Return▼ 4.43%
12-Month Return-
YTD Return▼ 15.60%
Total Return▼ 7.99%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 5.33%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.53%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 2.08%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 5.01%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.62%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 16.57%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 11.56%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 4.56%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 5.33%
▼ 13.14%▲ 2.34%▲ 3.53%
▲ 2.93%▲ 2.10%▼ 2.08%
▲ 9.99%▼ 0.89%▼ 5.01%
▲ 26.03%▲ 5.96%▲ 3.62%
▲ 5.97%▼ 2.41%▲ 16.57%
▲ 5.25%▲ 2.69%▼ 11.56%
▼ 9.08%▲ 1.42%▼ 4.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Albertsons Companies
18.39%
▲ 6.04%
3
Sell
Jan 31, 2025
BOKU
6.55%
▼ 12.63%
2
Buy
Jan 31, 2025
Medtronic
11.27%
▲ 2.27%
3
Buy
Jan 31, 2025
PureTech Health
9.66%
▼ 2.34%
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
888 Holdings
16.05%
▼ 18.04%
5
Open
Jan 17, 2025
ITM Power
7.12%
▼ 13.56%
1
Open
Jan 17, 2025
Cheniere Energy
15.83%
▲ 4.04%
1
Open
Dec 30, 2024
Elanco Animal Health
15.13%
▼ 6.77%
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
Dorian LPG
▼ 39.49%
3
Close
Dec 11, 2024
Essential Utilities
0.00%
2
Close
Apr 01, 2024