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Mortgage Free - New Portfolio

Helen MacKenzie

Mortgage Free
Individual Investor
Ranked #102,493 out of 848,603 TipRanks' Investors
Success Rate
72%
61 out of 85
profitable transactions
Average Return
22.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 21.59%
6-Month Return▲ 41.34%
12-Month Return-
YTD Return▲ 13.66%
Total Return▲ 41.71%

Best Trade

Opened at
Closed at-
Gain▲ 115.52%

Bio

Performance

13.66%0-13.66%
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 3.42%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.29%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.41%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.95%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.22%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 10.61%
Dec 2025
▲ 3.08%
▲ 1.94%
▲ 13.66%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▼ 3.42%
▲ 2.76%▲ 2.05%▲ 7.29%
▲ 12.88%▲ 3.56%▲ 5.41%
▲ 10.96%▲ 2.38%▲ 1.95%
▼ 3.58%▲ 0.19%▲ 1.22%
▼ 0.10%▲ 0.08%▲ 10.61%
▲ 3.08%▲ 1.94%▲ 13.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
M&G Plc
0.93%
▲ 14.00%
4
Buy
Jan 13, 2026
Ish.Frf Sp Tech
2.61%
▼ 0.40%
5
Buy
Jan 13, 2026
Applied Digital Corporation
0.48%
▲ 23.35%
2
Buy
Jan 08, 2026
Vanguard S&P 500 UCITS ETF
0.39%
▲ 0.68%
1
Open
Jan 08, 2026
Lam Research
17.94%
▲ 55.11%
19
Buy
Dec 09, 2025
Greatland Resources
6.34%
▲ 76.92%
12
Buy
Dec 09, 2025
Semtech
2.3%
▼ 0.23%
4
Buy
Dec 09, 2025
Robinhood
0.69%
▼ 8.80%
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
NexGen Energy
0.15%
▲ 21.01%
1
Open
Nov 03, 2025
Harbour Energy
▲ 8.50%
6
Close
Oct 30, 2025
Legal & General
0.66%
▲ 6.83%
4
Buy
Sep 10, 2025
Barratt Redrow
60.2%
▲ 0.62%
6
Buy
Sep 10, 2025
Versarien
0%
▼ 12.14%
4
Buy
Sep 10, 2025
Alien Metals Ltd
0.37%
▼ 50.01%
4
Buy
Sep 09, 2025
QinetiQ
0.59%
▲ 2.96%
2
Buy
Aug 30, 2025
Liontrust Asset Management
▼ 1.87%
3
Close
Aug 26, 2025