PM ii ISA - New Portfolio

Peter Martin

PM ii ISA
Individual Investor
Ranked #321,001 out of 766,001 TipRanks' Investors
Success Rate
52%
50 out of 96
profitable transactions
Average Return
6.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 22.08%
6-Month Return▲ 17.92%
12-Month Return▲ 3.56%
YTD Return▲ 5.78%
Total Return▼ 49.23%

Best Trade

Opened at
Closed at-
Gain▲ 274.80%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 8.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.49%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 12.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 12.36%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.03%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 19.37%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.88%
▲ 11.46%▲ 5.06%▼ 8.08%
▼ 2.25%▲ 3.53%▼ 3.49%
▲ 25.72%▲ 1.21%▲ 7.68%
▼ 4.22%▲ 2.34%▼ 12.06%
▲ 7.82%▲ 2.10%▲ 12.36%
▲ 6.02%▼ 0.89%▲ 0.03%
▲ 5.59%▲ 5.20%▲ 19.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lilium
0.09%
▼ 35.85%
7
Sell
Oct 16, 2024
Rolls-Royce Holdings
5.08%
▲ 213.30%
5
Sell
Oct 08, 2024
Volex plc
▲ 5.93%
3
Close
Oct 08, 2024
Bridgepoint Group Plc
▲ 80.65%
3
Close
Oct 08, 2024
Volution
▲ 37.63%
4
Close
Oct 08, 2024
Markforged Holding
▲ 28.01%
5
Close
Oct 08, 2024
Legal & General
7%
▼ 2.30%
4
Sell
Oct 08, 2024
Gilead Sciences
▲ 25.58%
2
Close
Oct 08, 2024
Blade Air Mobility
2.66%
▲ 7.49%
1
Open
Oct 08, 2024
Essentra
2.89%
▲ 3.87%
2
Buy
Sep 26, 2024
Bank of Georgia Group Plc
3.38%
▲ 19.76%
1
Open
Sep 26, 2024
Rio Tinto
4.56%
▲ 0.09%
2
Buy
Aug 20, 2024
Tesla
37.84%
▲ 46.88%
21
Buy
Aug 09, 2024
Archer Aviation
4.17%
▼ 15.75%
5
Open
Aug 09, 2024
National Grid
3.98%
▲ 4.55%
2
Buy
Aug 07, 2024
Taylor Wimpey
2.54%
▼ 9.28%
2
Buy
Jul 31, 2024
Record plc
1.74%
▼ 1.77%
1
Open
Jul 05, 2024
Morgan Advanced Materials
1.74%
▼ 20.06%
1
Open
Jul 04, 2024
Rocket Lab USA
4.82%
▲ 181.46%
1
Open
Jun 20, 2024
Greencoat UK Wind
5.16%
▼ 0.67%
3
Buy
Jun 06, 2024