Motor - New Portfolio

John Gehl

Motor
Individual Investor
Ranked #80,379 out of 762,027 TipRanks' Investors
Success Rate
100%
19 out of 19
profitable transactions
Average Return
12.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.29%
6-Month Return-
12-Month Return-
YTD Return▲ 12.99%
Total Return▲ 12.99%

Best Trade

Opened at
Closed at-
Gain▲ 35.69%

Bio

stable

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 6.68%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 2.11%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 3.72%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%▲ 6.68%
▲ 7.81%▲ 2.10%▲ 2.11%
▲ 8.83%▲ 1.50%▲ 3.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
4.92%
▲ 6.43%
1
Open
Aug 06, 2024
Consolidated Edison
4.3%
▲ 6.69%
1
Open
Aug 06, 2024
Verizon
1.83%
▲ 9.26%
1
Open
Aug 06, 2024
Columbia Dividend Opportunity Fund Class I
5.67%
▲ 10.64%
1
Open
Aug 06, 2024
iShares Core Dividend Growth ETF
2.04%
▲ 10.60%
1
Open
Aug 06, 2024
Fidelity Advisor Series III: Fidelity Advisor Equity Income Fund Class
7.32%
▲ 8.71%
1
Open
Aug 06, 2024
BNY Mellon Equity Income Fund Class A
8.15%
▲ 12.49%
1
Open
Aug 06, 2024
JPMorgan Equity Income Fd Cl C
6.93%
▲ 10.76%
1
Open
Aug 06, 2024
SPDR S&P Midcap 400 ETF Trust
8.22%
▲ 10.69%
1
Open
Aug 06, 2024
WF Special Mid Cap Value Fund Insti Class
5.9%
▲ 7.56%
1
Open
Aug 06, 2024
BWX Technologies
5.33%
▲ 35.69%
1
Open
Aug 06, 2024
BNY Mellon Active MidCap Fund Class A
4.19%
▲ 12.71%
1
Open
Aug 06, 2024
BlackRock HlthSc Op I
5.6%
▲ 4.19%
1
Open
Aug 06, 2024
Delaware Ivy Science and Technology Fund Class A
1.08%
▲ 16.68%
1
Open
Aug 06, 2024
Delaware Ivy Mid Cap Growth Fund Class I
3.6%
▲ 12.96%
1
Open
Aug 06, 2024
Fidelity Advisor Series VIII Fidelity Advisor Emerging Asia Fund Class
9.9%
▲ 18.42%
1
Open
Aug 06, 2024
BNY Mellon Technology Growth Fund Class A
3.29%
▲ 15.97%
1
Open
Aug 06, 2024
BlackRock Funds Mid-Cap Growth Equity Portfolio Institutional Shares
4.31%
▲ 14.09%
1
Open
Aug 06, 2024
Berkshire Hathaway B
7.43%
▲ 10.11%
1
Open
Aug 06, 2024