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ISA - New Portfolio
Andy Morgan
ISAIndividual Investor
Ranked #6,171 out of 833,364 TipRanks' Investors
Success Rate
70 out of 74
profitable transactions
profitable transactions
Average Return
70.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.45%
6-Month Return▲ 14.61%
12-Month Return▲ 22.64%
YTD Return▲ 23.51%
Total Return▲ 264.97%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.32%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.18%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.19%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.72%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.54%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.91%
Nov 2025
▼ 0.06%
▲ 0.51%
▼ 0.51%
Dec 2025
▲ 11.63%▲ 6.28%▲ 7.32%
▲ 9.25%▲ 5.14%▲ 6.18%
▲ 7.60%▲ 2.30%▲ 5.19%
▲ 2.76%▲ 2.05%▲ 0.72%
▲ 12.88%▲ 3.56%▲ 1.13%
▲ 10.96%▲ 2.38%▲ 6.54%
▼ 3.57%▲ 0.19%▼ 0.91%
▼ 0.06%▲ 0.51%▼ 0.51%
Recent Activity
Advanced Micro Devices
0.45%
▲ 28.28%
3
Open
Dec 05, 2024
Eli Lilly & Co
0.39%
▲ 31.36%
1
Open
Dec 05, 2024
AbbVie
0.28%
▲ 33.89%
1
Open
Dec 05, 2024
Micron
0.81%
▲ 175.35%
1
Open
Dec 05, 2024
Shell (UK)
9.38%
▲ 16.43%
13
Buy
Nov 09, 2024
Nvidia
18.4%
▲ 434.07%
9
Buy
Nov 08, 2024
Amazon
7.76%
▲ 52.39%
7
Buy
Nov 08, 2024
Coca-Cola
2.07%
▲ 23.78%
5
Buy
Nov 08, 2024
Chevron
1.68%
▲ 7.49%
3
Buy
Nov 08, 2024
Alphabet Class A
7.46%
▲ 108.73%
3
Buy
Nov 08, 2024
Mondelez International
1.01%
▼ 15.47%
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
6.22%
▲ 37.96%
6
Buy
Feb 23, 2024
iShares Core S&P 500 UCITS ETF
1.98%
▲ 49.50%
4
Buy
Feb 23, 2024
Vanguard S&P 500 UCITS ETF
39.07%
▲ 38.55%
3
Buy
Feb 23, 2024
Mastercard
1.32%
▲ 35.37%
3
Buy
Feb 23, 2024
SoundHound AI, Inc Class A
―
▲ 4.45%
2
Close
Feb 20, 2024
Starbucks
0.06%
▼ 0.43%
4
Buy
Jan 18, 2024