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Mortgage Free - New Portfolio

Helen MacKenzie

Mortgage Free
Individual Investor
Ranked #51,154 out of 863,492 TipRanks' Investors
Success Rate
76%
74 out of 98
profitable transactions
Average Return
38.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.93%
6-Month Return▲ 62.83%
12-Month Return-
YTD Return▲ 37.25%
Total Return▲ 70.98%

Best Trade

Opened at
Closed at-
Gain▲ 204.22%

Bio

Performance

20.16%0-20.16%
▲ 10.96%
▲ 2.38%
▲ 1.95%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.22%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 10.61%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 19.45%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 3.15%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 13.59%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 20.16%
Apr 2026
▲ 9.61%
▲ 3.35%
▲ 7.29%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 1.95%
▼ 3.68%▲ 0.19%▲ 1.22%
▼ 0.10%▲ 0.08%▲ 10.61%
▲ 4.06%▲ 1.47%▲ 19.45%
▼ 1.26%▼ 0.86%▲ 3.15%
▼ 0.25%▼ 4.94%▼ 13.59%
▲ 16.06%▲ 10.51%▲ 20.16%
▲ 9.61%▲ 3.35%▲ 7.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
RELX plc
0.85%
▲ 1.77%
1
Open
May 15, 2026
Legal & General
2.23%
▲ 12.40%
6
Buy
Apr 23, 2026
Greatland Resources
12.9%
▲ 55.46%
19
Buy
Mar 13, 2026
NexGen Energy
0.63%
▼ 0.51%
2
Buy
Mar 03, 2026
Versarien
▼ 12.14%
5
Close
Feb 04, 2026
Barratt Redrow
40.61%
▼ 23.81%
8
Sell
Jan 27, 2026
QinetiQ
▲ 5.11%
3
Close
Jan 26, 2026
M&G Plc
1.04%
▲ 24.15%
4
Buy
Jan 13, 2026
Ish.Frf Sp Tech
3.16%
▲ 15.81%
5
Buy
Jan 13, 2026
Applied Digital Corporation
0.65%
▲ 61.35%
2
Buy
Jan 08, 2026
Vanguard S&P 500 UCITS ETF
0.43%
▲ 7.62%
1
Open
Jan 08, 2026
Lam Research
26.4%
▲ 118.94%
19
Buy
Dec 09, 2025
Semtech
4.63%
▲ 92.41%
4
Buy
Dec 09, 2025
Robinhood
0.46%
▼ 42.42%
2
Buy
Dec 09, 2025
Lloyds Banking
▲ 14.95%
8
Close
Nov 26, 2025
EasyJet
▼ 5.34%
4
Close
Nov 26, 2025
Valens
▼ 15.56%
2
Close
Nov 18, 2025
NexGen Energy
▲ 15.99%
2
Close
Nov 03, 2025
Harbour Energy
▲ 8.50%
6
Close
Oct 30, 2025
Alien Metals Ltd
0.38%
▼ 51.94%
4
Buy
Sep 09, 2025