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ISA - New Portfolio

Andy Morgan

ISA
Individual Investor
Ranked #12,486 out of 771,529 TipRanks' Investors
Success Rate
89%
62 out of 70
profitable transactions
Average Return
45.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
41.32% GB:VUAG
16.97% NVDA
10.17% GB:SHEL
8.76% AMZN
6.69% MSFT
16.09% Others
By Assets
55.74% Stocks
44.26% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
44.25% General
23.65% Technology
12.36% Energy
9.58% Consumer Cyclical
4.99% Communication Services
5.17% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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nv1759fx45
nv1759fx45
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xbt4yo
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NVDA
Nvidia
$140.26
$1.63
(1.18%)
Pre
0.65%
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.39T
196.44%
GB:SHEL
Shell (UK)
2565.50p
6.5p
(0.25%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
£155.14B
-2.10%
MSFT
Microsoft
$431.20
$0.22
(0.05%)
Pre
0.48%
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.15T
15.08%
AMZN
Amazon
$213.44
$2.73
(1.3%)
Pre
0.21%
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.19T
43.31%
KO
Coca-Cola
$63.52
$0.13
(0.2%)
Pre
0.06%
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$276.04B
8.67%
GB:GSPX
GSPX
< ETF >
iShares Core S&P 500 UCITS ETF
1016.00p
0.5p
(0.05%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
31.94%
GB:VUKG
VUKG
< ETF >
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
4249.25p
30.25p
(0.72%)
premium
471 Buy
285 Hold
56 Sell
Moderate Buy
premium
$1.39B
15.68%
GB:VUAG
VUAG
< ETF >
Vanguard S&P 500 UCITS ETF
£90.76
£0.262
(0.29%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$13.89B
33.95%
SBUX
Starbucks
$101.57
$0.06
(0.06%)
Pre
0.18%
premium
14 Buy
6 Hold
4 Sell
Moderate Buy
premium
$116.17B
4.01%
MA
Mastercard
$526.18
$5.18
(0.97%)
Pre
0.22%
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$489.15B
30.16%
MCD
McDonald's
$294.50
$2.06
(0.7%)
Pre
0.02%
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$212.13B
2.93%
CVX
Chevron
$161.92
$0.29
(0.18%)
Pre
0.04%
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$291.00B
12.02%
GOOGL
Alphabet Class A
$171.34
$0.15
(0.09%)
Pre
0.19%
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.08T
30.05%
MDLZ
Mondelez International
$64.81
$0.42
(0.64%)
Pre
0.22%
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$86.85B
-7.89%