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ISA - New Portfolio

PerformancePortfolio Details

Andy Morgan

ISA
Individual Investor
Ranked #8,806 out of 781,066 TipRanks' Investors
Success Rate
91%
67 out of 74
profitable transactions
Average Return
45.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.83%
6-Month Return▲ 9.08%
12-Month Return▲ 37.45%
YTD Return▲ 4.75%
Total Return▲ 207.16%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 606.75%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.74%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.33%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.74%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.43%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 4.75%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.74%
▲ 8.13%▲ 1.21%▲ 0.02%
▼ 13.14%▲ 2.34%▲ 1.33%
▲ 2.93%▲ 2.10%▲ 0.37%
▲ 10.00%▼ 0.89%▲ 1.42%
▲ 26.04%▲ 5.96%▲ 3.74%
▲ 5.93%▼ 2.41%▼ 2.43%
▲ 9.79%▲ 0.95%▲ 4.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
0.3%
▼ 4.78%
3
Open
Dec 05, 2024
LLY
Eli Lilly & Co
0.31%
▼ 12.10%
1
Open
Dec 05, 2024
ABBV
AbbVie
0.25%
▼ 1.70%
1
Open
Dec 05, 2024
MU
Micron
0.37%
▲ 4.97%
1
Open
Dec 05, 2024
SHEL
Shell (UK)
10.23%
▲ 12.47%
13
Buy
Nov 09, 2024
NVDA
Nvidia
16.44%
▲ 300.28%
9
Buy
Nov 08, 2024
AMZN
Amazon
9.16%
▲ 50.73%
7
Buy
Nov 08, 2024
KO
Coca-Cola
2.2%
▲ 6.58%
5
Buy
Nov 08, 2024
CVX
Chevron
2.15%
▲ 10.73%
3
Buy
Nov 08, 2024
GOOGL
Alphabet Class A
5.63%
▲ 31.55%
3
Buy
Nov 08, 2024
MDLZ
Mondelez International
1.28%
▼ 11.90%
1
Open
Nov 08, 2024
WMT
Walmart
―
▲ 45.63%
6
Close
Nov 06, 2024
DT
Dynatrace
―
▲ 14.05%
2
Close
Nov 06, 2024
HSBA
HSBC Holdings
―
▲ 8.12%
3
Close
Mar 22, 2024
MSFT
Microsoft
6.57%
▲ 21.17%
6
Buy
Feb 23, 2024
GSPX
iShares Core S&P 500 UCITS ETF
1.87%
▲ 29.66%
4
Buy
Feb 23, 2024
VUAG
Vanguard S&P 500 UCITS ETF
40.11%
▲ 32.26%
3
Buy
Feb 23, 2024
MA
Mastercard
1.43%
▲ 22.85%
3
Buy
Feb 23, 2024
SOUN
SoundHound AI, Inc Class A
―
▲ 4.45%
2
Close
Feb 20, 2024
SBUX
Starbucks
0.08%
▲ 4.47%
4
Buy
Jan 18, 2024