Education
About Us
Working with TipRanks
Follow Us
ISA - New Portfolio
Andy Morgan
ISAIndividual Investor
Ranked #6,354 out of 803,748 TipRanks' Investors
Success Rate
68 out of 74
profitable transactions
profitable transactions
Average Return
47.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.48%
6-Month Return▲ 5.62%
12-Month Return▲ 14.39%
YTD Return▲ 7.53%
Total Return▲ 217.21%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.71%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 1.82%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.34%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 4.31%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.33%
May 2025
▲ 3.57%
▲ 1.29%
▲ 4.01%
Jun 2025
▲ 25.97%▲ 5.96%▲ 3.71%
▲ 5.10%▼ 2.41%▼ 1.82%
▲ 6.03%▲ 2.69%▲ 4.09%
▼ 12.86%▼ 1.27%▲ 0.05%
▼ 1.80%▼ 5.57%▼ 3.34%
▲ 1.83%▼ 0.87%▼ 4.31%
▲ 12.21%▲ 6.28%▲ 7.33%
▲ 3.57%▲ 1.29%▲ 4.01%
Recent Activity
Advanced Micro Devices
0.28%
▼ 6.66%
3
Open
Dec 05, 2024
Eli Lilly & Co
0.34%
▼ 0.38%
1
Open
Dec 05, 2024
AbbVie
0.27%
▲ 10.50%
1
Open
Dec 05, 2024
Micron
0.39%
▲ 14.90%
1
Open
Dec 05, 2024
Shell (UK)
10.8%
▲ 11.09%
13
Buy
Nov 09, 2024
Nvidia
16.53%
▲ 312.73%
9
Buy
Nov 08, 2024
Amazon
8.38%
▲ 41.50%
7
Buy
Nov 08, 2024
Coca-Cola
2.43%
▲ 23.38%
5
Buy
Nov 08, 2024
Chevron
1.9%
▲ 2.40%
3
Buy
Nov 08, 2024
Alphabet Class A
4.89%
▲ 17.51%
3
Buy
Nov 08, 2024
Mondelez International
1.45%
▲ 2.62%
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
7.09%
▲ 34.66%
6
Buy
Feb 23, 2024
iShares Core S&P 500 UCITS ETF
2.04%
▲ 30.32%
4
Buy
Feb 23, 2024
Vanguard S&P 500 UCITS ETF
39.85%
▲ 19.33%
3
Buy
Feb 23, 2024
Mastercard
1.5%
▲ 31.80%
3
Buy
Feb 23, 2024
SoundHound AI, Inc Class A
―
▲ 4.45%
2
Close
Feb 20, 2024
Starbucks
0.07%
▲ 3.96%
4
Buy
Jan 18, 2024