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ISA - New Portfolio

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:

Allocation

Top Stocks
40.11% GB:VUAG
16.44% NVDA
10.23% GB:SHEL
9.16% AMZN
6.57% MSFT
17.49% Others
By Assets
57.10% Stocks
42.90% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.90% General
23.68% Technology
12.38% Energy
9.92% Consumer Cyclical
5.63% Communication Services
5.48% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
GB:SHEL
Shell (UK)
2720.50p
31.5p
(1.17%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
£163.31B
14.59%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
47.19%
KO
Coca-Cola
$62.71
$0.46
(0.74%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.16B
3.47%
GB:GSPX
GSPX
< ETF >
iShares Core S&P 500 UCITS ETF
10.12p
0.089p
(0.89%)
premium
4K Buy
3K Hold
299 Sell
Moderate Buy
premium
25.49%
GB:VUKG
VUKG
< ETF >
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
43.20p
0.593p
(1.39%)
premium
504 Buy
273 Hold
58 Sell
Moderate Buy
premium
$1.42B
18.22%
GB:VUAG
VUAG
< ETF >
Vanguard S&P 500 UCITS ETF
93.72p
1.21p
(1.31%)
premium
4K Buy
3K Hold
299 Sell
Moderate Buy
premium
$15.60B
32.70%
SBUX
Starbucks
$95.13
$0.7
(0.74%)
premium
10 Buy
6 Hold
3 Sell
Moderate Buy
premium
$107.06B
1.92%
MA
Mastercard
$524.70
$1.56
(0.3%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$480.15B
21.82%
MCD
McDonald's
$280.95
$1.21
(0.43%)
premium
16 Buy
9 Hold
0 Sell
Moderate Buy
premium
$200.47B
-4.55%
AMD
Advanced Micro Devices
$121.46
$3.02
(2.55%)
premium
21 Buy
10 Hold
1 Sell
Moderate Buy
premium
$192.21B
-25.33%
CVX
Chevron
$161.47
$2.09
(1.31%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$286.42B
13.86%
GOOGL
Alphabet Class A
$196.00
$3.09
(1.6%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.37T
36.60%
MDLZ
Mondelez International
$57.86
$0.14
(0.24%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$77.56B
-20.64%
LLY
Eli Lilly & Co
$725.72
$31.88
(4.21%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$719.20B
16.42%
ABBV
AbbVie
$171.56
$2.14
(1.23%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$306.95B
5.06%
MU
Micron
$105.75
$3.15
(3.07%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.31B
24.68%