BOAT - New Portfolio

John Gehl

BOAT
Individual Investor
Ranked #80,353 out of 758,358 TipRanks' Investors
Success Rate
83%
33 out of 40
profitable transactions
Average Return
7.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.43%
6-Month Return-
12-Month Return-
YTD Return▲ 7.82%
Total Return▲ 7.82%

Best Trade

Opened at
Closed at-
Gain▲ 48.24%

Bio

Mildly aggressive

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.00%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.02%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 2.63%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%▲ 1.00%
▼ 4.21%▲ 2.34%▲ 4.02%
▲ 7.84%▲ 1.66%▲ 2.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
2.67%
▲ 11.61%
2
Buy
Aug 15, 2024
Bank of America
▼ 5.01%
2
Close
Aug 15, 2024
ASML Holding
2.63%
▼ 9.33%
2
Buy
Jul 31, 2024
Consolidated Edison
▲ 1.33%
2
Close
Jul 30, 2024
Analog Devices
2.03%
▲ 0.06%
1
Open
Jul 29, 2024
KeyCorp
1.52%
▲ 2.29%
1
Open
Jul 29, 2024
Linde
4.12%
▲ 6.32%
1
Open
Jul 29, 2024
Eli Lilly & Co
5.91%
▲ 14.62%
1
Open
Jul 29, 2024
Lockheed Martin
5.04%
▲ 10.14%
1
Open
Jul 29, 2024
Lowe's
2.41%
▲ 10.50%
1
Open
Jul 29, 2024
McDonald's
2.7%
▲ 15.61%
1
Open
Jul 29, 2024
Meta Platforms
4.86%
▲ 22.15%
1
Open
Jul 29, 2024
Merck & Company
0.98%
▼ 9.61%
1
Open
Jul 29, 2024
Microsoft
3.69%
▲ 1.44%
1
Open
Jul 29, 2024
NextEra Energy
1.58%
▲ 14.57%
1
Open
Jul 29, 2024
Nvidia
13.34%
▲ 10.69%
1
Open
Jul 29, 2024
Stryker
3.09%
▲ 7.87%
1
Open
Jul 29, 2024
Trane Technologies
3.31%
▲ 17.12%
1
Open
Jul 29, 2024
Ulta Beauty
3.47%
▲ 9.72%
1
Open
Jul 29, 2024
Visa
2.35%
▲ 3.07%
1
Open
Jul 29, 2024