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PM ii ISA - New Portfolio

Peter Martin

PM ii ISA
Individual Investor
Ranked #257,671 out of 781,066 TipRanks' Investors
Success Rate
49%
47 out of 96
profitable transactions
Average Return
18.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.49%
6-Month Return▲ 49.11%
12-Month Return▲ 62.12%
YTD Return▲ 14.50%
Total Return▼ 34.24%

Best Trade

Opened at
Closed at-
Gain▲ 400.00%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.49%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 7.68%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 12.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 12.36%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.27%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 24.96%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 8.37%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 14.50%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 3.49%
▲ 8.13%▲ 1.21%▲ 7.68%
▼ 13.14%▲ 2.34%▼ 12.06%
▲ 2.93%▲ 2.10%▲ 12.36%
▲ 10.00%▼ 0.89%▼ 0.27%
▲ 26.04%▲ 5.96%▲ 24.96%
▲ 5.93%▼ 2.41%▲ 8.37%
▲ 9.79%▲ 0.95%▲ 14.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lilium
0.35%
▼ 26.26%
7
Sell
Oct 16, 2024
Rolls-Royce Holdings
4.36%
▲ 233.01%
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
6.07%
▲ 5.23%
4
Sell
Oct 08, 2024
Gilead Sciences
▲ 25.57%
2
Close
Oct 08, 2024
Blade Air Mobility
2.5%
▲ 18.44%
1
Open
Oct 08, 2024
Essentra
1.83%
▼ 17.73%
2
Buy
Sep 26, 2024
Bank of Georgia Group Plc
2.7%
▲ 19.24%
1
Open
Sep 26, 2024
Rio Tinto
3.74%
▲ 2.02%
2
Buy
Aug 20, 2024
Tesla
42.88%
▲ 95.02%
21
Buy
Aug 09, 2024
Archer Aviation
8.06%
▲ 18.11%
5
Open
Aug 09, 2024
National Grid
3.14%
▲ 4.89%
2
Buy
Aug 07, 2024
Taylor Wimpey
1.7%
▼ 24.65%
2
Buy
Jul 31, 2024
Record plc
1.05%
▼ 24.11%
1
Open
Jul 05, 2024
Morgan Advanced Materials
1.48%
▼ 14.97%
1
Open
Jul 04, 2024
Rocket Lab USA
7.31%
▲ 400.00%
1
Open
Jun 20, 2024
Greencoat UK Wind
3.86%
▼ 5.73%
3
Buy
Jun 06, 2024