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Mortgage Free - New Portfolio

Helen MacKenzie

Mortgage Free
Individual Investor
Ranked #66,311 out of 859,217 TipRanks' Investors
Success Rate
72%
68 out of 95
profitable transactions
Average Return
32.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.70%
6-Month Return▲ 40.23%
12-Month Return-
YTD Return▲ 27.36%
Total Return▲ 58.80%

Best Trade

Opened at
Closed at-
Gain▲ 174.19%

Bio

Performance

19.60%0-19.60%
▲ 12.88%
▲ 3.56%
▲ 5.02%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 3.17%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 13.59%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 19.60%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.02%
▲ 10.96%▲ 2.38%▲ 1.95%
▼ 3.68%▲ 0.19%▲ 1.22%
▼ 0.10%▲ 0.08%▲ 10.61%
▲ 4.06%▲ 1.47%▲ 19.45%
▼ 1.12%▼ 0.86%▲ 3.17%
▲ 0.60%▼ 4.94%▼ 13.59%
▲ 10.48%▲ 6.78%▲ 19.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Greatland Resources
15.29%
▲ 74.50%
19
Buy
Mar 13, 2026
NexGen Energy
0.75%
▲ 12.65%
2
Buy
Mar 03, 2026
Versarien
▼ 12.14%
5
Close
Feb 04, 2026
Barratt Redrow
44.13%
▼ 22.30%
8
Sell
Jan 27, 2026
QinetiQ
▲ 5.11%
3
Close
Jan 26, 2026
M&G Plc
1.03%
▲ 16.54%
4
Buy
Jan 13, 2026
Ish.Frf Sp Tech
2.83%
▼ 1.34%
5
Buy
Jan 13, 2026
Applied Digital Corporation
0.45%
▲ 5.74%
2
Buy
Jan 08, 2026
Vanguard S&P 500 UCITS ETF
0.42%
▼ 0.33%
1
Open
Jan 08, 2026
Lam Research
24.97%
▲ 97.34%
19
Buy
Dec 09, 2025
Semtech
2.99%
▲ 18.34%
4
Buy
Dec 09, 2025
Robinhood
0.5%
▼ 40.01%
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
Legal & General
0.74%
▲ 8.73%
4
Buy
Sep 10, 2025
Alien Metals Ltd
0.4%
▼ 53.86%
4
Buy
Sep 09, 2025
Liontrust Asset Management
▼ 1.87%
3
Close
Aug 26, 2025