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ISA - New Portfolio

Andy Morgan

ISA
Individual Investor
Ranked #5,057 out of 858,896 TipRanks' Investors
Success Rate
96%
71 out of 74
profitable transactions
Average Return
79.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.24%
6-Month Return▲ 10.67%
12-Month Return▲ 38.01%
YTD Return▲ 4.99%
Total Return▲ 284.85%

Best Trade

Opened at
Closed at-
Gain▲ 868.38%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.54%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.00%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.01%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.26%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.17%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.78%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.67%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.13%
▲ 10.96%▲ 2.38%▲ 6.54%
▼ 3.68%▲ 0.19%▼ 1.00%
▼ 0.10%▲ 0.08%▲ 0.01%
▲ 4.06%▲ 1.47%▲ 2.26%
▼ 1.12%▼ 0.86%▼ 0.17%
▲ 0.60%▼ 4.94%▼ 0.78%
▲ 4.89%▲ 4.48%▲ 3.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
0.49%
▲ 38.93%
3
Open
Dec 05, 2024
Eli Lilly & Co
0.33%
▲ 14.83%
1
Open
Dec 05, 2024
AbbVie
0.25%
▲ 23.14%
1
Open
Dec 05, 2024
Micron
1.2%
▲ 319.05%
1
Open
Dec 05, 2024
Shell (UK)
11.55%
▲ 48.61%
13
Buy
Nov 09, 2024
Nvidia
18.32%
▲ 448.46%
9
Buy
Nov 08, 2024
Amazon
7.86%
▲ 59.03%
7
Buy
Nov 08, 2024
Coca-Cola
2.21%
▲ 37.51%
5
Buy
Nov 08, 2024
Chevron
2.05%
▲ 36.62%
3
Buy
Nov 08, 2024
Alphabet Class A
7.42%
▲ 113.91%
3
Buy
Nov 08, 2024
Mondelez International
1.06%
▼ 6.53%
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
4.62%
▲ 5.52%
6
Buy
Feb 23, 2024
iShares Core S&P 500 UCITS ETF
1.9%
▲ 48.78%
4
Buy
Feb 23, 2024
Vanguard S&P 500 UCITS ETF
37.88%
▲ 37.94%
3
Buy
Feb 23, 2024
Mastercard
1.11%
▲ 17.63%
3
Buy
Feb 23, 2024
SoundHound AI, Inc Class A
▲ 4.45%
2
Close
Feb 20, 2024
Starbucks
0.06%
▲ 7.91%
4
Buy
Jan 18, 2024