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Motor
- New Portfolio
Performance
Portfolio Details
John Gehl
Motor
Individual Investor
Ranked #127,222 out of 769,002 TipRanks' Investors
Success Rate
90%
17 out of 19
profitable transactions
Average Return
12.14%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 0.07%
6-Month Return
-
12-Month Return
-
YTD Return
▲ 12.46%
Total Return
▲ 12.46%
Best Trade
Asset
BWX Technol... (BWXT)
Opened at
Aug 06, 2024
Closed at
-
Gain
▲ 39.51%
Bio
stable
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.68%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.11%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.80%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.42%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
―
▲ 11.46%
▲ 5.06%
―
▼ 2.25%
▲ 3.53%
―
▲ 25.72%
▲ 1.21%
―
▼ 4.22%
▲ 2.34%
▲ 6.68%
▲ 7.82%
▲ 2.10%
▲ 2.11%
▲ 5.70%
▼ 0.89%
▲ 0.80%
▲ 21.94%
▲ 3.81%
▲ 2.42%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ED
Consolidated Edison
―
▼ 3.83%
2
Close
Nov 13, 2024
CVX
Chevron
5.48%
▲ 15.06%
1
Open
Aug 06, 2024
VZ
Verizon
1.84%
▲ 4.87%
1
Open
Aug 06, 2024
CDOZX
Columbia Dividend Opportunity Fund Class I
5.83%
▲ 9.73%
1
Open
Aug 06, 2024
DGRO
iShares Core Dividend Growth ETF
2.12%
▲ 9.13%
1
Open
Aug 06, 2024
FEIAX
Fidelity Advisor Series III: Fidelity Advisor Equity Income Fund Class
7.53%
▲ 7.75%
1
Open
Aug 06, 2024
DQIAX
BNY Mellon Equity Income Fund Class A
8.45%
▲ 12.37%
1
Open
Aug 06, 2024
OINCX
JPMorgan Equity Income Fd Cl C
7.22%
▲ 11.29%
1
Open
Aug 06, 2024
MDY
SPDR S&P Midcap 400 ETF Trust
8.78%
▲ 12.05%
1
Open
Aug 06, 2024
WFMIX
WF Special Mid Cap Value Fund Insti Class
6.07%
▲ 6.64%
1
Open
Aug 06, 2024
BWXT
BWX Technologies
5.85%
▲ 39.51%
1
Open
Aug 06, 2024
DNLDX
BNY Mellon Active MidCap Fund Class A
4.43%
▲ 14.59%
1
Open
Aug 06, 2024
SHSSX
BlackRock HlthSc Op I
5.47%
▼ 1.99%
1
Open
Aug 06, 2024
WSTAX
Delaware Ivy Science and Technology Fund Class A
1.11%
▲ 15.58%
1
Open
Aug 06, 2024
IYMIX
Delaware Ivy Mid Cap Growth Fund Class I
3.68%
▲ 11.23%
1
Open
Aug 06, 2024
FEAAX
Fidelity Advisor Series VIII Fidelity Advisor Emerging Asia Fund Class
10.09%
▲ 16.22%
1
Open
Aug 06, 2024
DTGRX
BNY Mellon Technology Growth Fund Class A
3.5%
▲ 18.72%
1
Open
Aug 06, 2024
CMGIX
BlackRock Funds Mid-Cap Growth Equity Portfolio Institutional Shares
4.74%
▲ 20.73%
1
Open
Aug 06, 2024
BRK.B
Berkshire Hathaway B
7.84%
▲ 11.06%
1
Open
Aug 06, 2024
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