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ISA - New Portfolio
Andy Morgan
ISAIndividual Investor
Ranked #12,486 out of 771,529 TipRanks' Investors
Success Rate
62 out of 70
profitable transactions
profitable transactions
Average Return
45.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.23%
6-Month Return▲ 11.40%
12-Month Return▲ 40.89%
YTD Return▲ 36.80%
Total Return▲ 200.27%
Best Trade
Bio
Performance
43.24%0-43.24%
▼ 12.40%
▼ 4.03%
▼ 0.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.87%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.37%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.52%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 3.70%
Nov 2024
▼ 12.40%▼ 4.03%▼ 0.37%
▲ 11.46%▲ 5.06%▲ 4.87%
▼ 2.25%▲ 3.53%▲ 4.74%
▲ 25.72%▲ 1.21%▲ 0.02%
▼ 4.22%▲ 2.34%▲ 1.33%
▲ 7.82%▲ 2.10%▲ 0.37%
▲ 5.70%▼ 0.89%▲ 1.52%
▲ 43.24%▲ 5.96%▲ 3.70%
Recent Activity
Shell (UK)
10.17%
▲ 3.94%
13
Buy
Nov 09, 2024
Nvidia
16.84%
▲ 301.82%
9
Buy
Nov 08, 2024
Amazon
8.73%
▲ 38.69%
7
Buy
Nov 08, 2024
Coca-Cola
2.27%
▲ 9.50%
5
Buy
Nov 08, 2024
Chevron
2.2%
▲ 11.05%
3
Buy
Nov 08, 2024
Alphabet Class A
5.01%
▲ 14.97%
3
Buy
Nov 08, 2024
Mondelez International
1.46%
▼ 1.89%
1
Open
Nov 08, 2024
Walmart
―
▲ 45.63%
6
Close
Nov 06, 2024
Dynatrace
―
▲ 14.05%
2
Close
Nov 06, 2024
HSBC Holdings
―
▲ 8.12%
3
Close
Mar 22, 2024
Microsoft
6.7%
▲ 19.60%
6
Buy
Feb 23, 2024
iShares Core S&P 500 UCITS ETF
1.98%
▲ 30.20%
4
Buy
Feb 23, 2024
Vanguard S&P 500 UCITS ETF
41.41%
▲ 27.35%
3
Buy
Feb 23, 2024
Mastercard
1.46%
▲ 24.60%
3
Buy
Feb 23, 2024
SoundHound AI, Inc Class A
―
▲ 4.45%
2
Close
Feb 20, 2024
Starbucks
0.08%
▲ 9.86%
4
Buy
Jan 18, 2024
McDonald's
0.73%
▲ 10.87%
3
Sell
Jan 18, 2024
Vanguard FTSE All - World High Dividend Yield UCITS ETF
―
▲ 2.85%
3
Close
Jan 11, 2024
Advanced Micro Devices
―
▲ 4.51%
2
Close
Nov 11, 2023
Staar Surgical
―
▼ 21.69%
2
Close
Sep 15, 2023