tiprankstipranks

Motor - New Portfolio

John Gehl

Motor
Individual Investor
Ranked #134,203 out of 775,913 TipRanks' Investors
Success Rate
90%
17 out of 19
profitable transactions
Average Return
8.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.93%
6-Month Return-
12-Month Return-
YTD Return▲ 5.64%
Total Return▲ 5.64%

Best Trade

Opened at
Closed at-
Gain▲ 21.79%

Bio

stable

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.68%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.11%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.80%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.23%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 8.57%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 6.68%
▲ 7.82%▲ 2.10%▲ 2.11%
▲ 5.38%▼ 0.89%▲ 0.80%
▲ 43.22%▲ 5.96%▲ 5.23%
▲ 3.34%▼ 1.56%▼ 8.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
▲ 5.24%
2
Close
Dec 06, 2024
Consolidated Edison
▼ 3.83%
2
Close
Nov 13, 2024
Chevron
5.28%
▲ 1.88%
1
Open
Aug 06, 2024
Columbia Dividend Opportunity Fund Class I
5.83%
▲ 6.49%
1
Open
Aug 06, 2024
iShares Core Dividend Growth ETF
2.22%
▲ 6.89%
1
Open
Aug 06, 2024
Fidelity Advisor Series III: Fidelity Advisor Equity Income Fund Class
7.89%
▲ 3.59%
1
Open
Aug 06, 2024
BNY Mellon Equity Income Fund Class A
8.72%
▲ 12.91%
1
Open
Aug 06, 2024
JPMorgan Equity Income Fd Cl C
7.04%
▲ 6.00%
1
Open
Aug 06, 2024
SPDR S&P Midcap 400 ETF Trust
9.08%
▲ 8.48%
1
Open
Aug 06, 2024
WF Special Mid Cap Value Fund Insti Class
5.91%
▲ 2.63%
1
Open
Aug 06, 2024
BWX Technologies
5.41%
▲ 21.79%
1
Open
Aug 06, 2024
BNY Mellon Active MidCap Fund Class A
4.4%
▲ 12.19%
1
Open
Aug 06, 2024
BlackRock HlthSc Op I
5.52%
▼ 5.00%
1
Open
Aug 06, 2024
Delaware Ivy Science and Technology Fund Class A
1.05%
▲ 17.81%
1
Open
Aug 06, 2024
Delaware Ivy Mid Cap Growth Fund Class I
3.72%
▲ 9.62%
1
Open
Aug 06, 2024
Fidelity Advisor Series VIII Fidelity Advisor Emerging Asia Fund Class
10.84%
▲ 14.61%
1
Open
Aug 06, 2024
BNY Mellon Technology Growth Fund Class A
3.72%
▲ 15.76%
1
Open
Aug 06, 2024
BlackRock Funds Mid-Cap Growth Equity Portfolio Institutional Shares
5.16%
▲ 20.62%
1
Open
Aug 06, 2024
Berkshire Hathaway B
8.2%
▲ 7.36%
1
Open
Aug 06, 2024