tiprankstipranks

Motley Fool Based Old - New Portfolio

Motley Fool Based Old
Individual Investor
Ranked #62,281 out of 789,901 TipRanks' Investors
Success Rate
74%
49 out of 66
profitable transactions
Average Return
16.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.15%
6-Month Return▲ 20.05%
12-Month Return-
YTD Return▼ 0.54%
Total Return▲ 26.97%

Best Trade

Opened at
Closed at-
Gain▲ 133.97%

Bio

Started with TMF recommendations in 2019 then Tip Ranks from 8/8/24 onward

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.87%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.78%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 4.90%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 12.72%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.51%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.90%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 8.87%
▲ 2.93%▲ 2.10%▲ 2.78%
▲ 10.01%▼ 0.89%▲ 4.90%
▲ 26.01%▲ 5.96%▲ 12.72%
▲ 5.96%▼ 2.41%▼ 3.51%
▲ 5.25%▲ 2.69%▲ 3.50%
▼ 12.86%▼ 1.27%▼ 1.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 93.22%
4
Close
Jan 29, 2025
Truist Financial
▲ 5.57%
2
Close
Dec 31, 2024
Kinder Morgan
▲ 21.81%
4
Close
Dec 31, 2024
Lamb Weston Holdings
▲ 7.87%
2
Close
Dec 31, 2024
Vanguard Total Bond Market ETF
0%
▲ 3.09%
1
Open
Dec 24, 2024
iShares Core Dividend Growth ETF
0%
▲ 2.43%
1
Open
Dec 24, 2024
Fidelity Advisor Strategic Income Fund
0%
▲ 0.86%
1
Open
Dec 24, 2024
Fidelity Emerging Markets Index Fund
0%
▲ 0.28%
1
Open
Dec 24, 2024
iShares iBonds Dec 2026 Term Corporate ETF
0%
▲ 1.16%
1
Open
Dec 24, 2024
iShares Aaa-A Rated Corporate Bond ETF
0%
▲ 2.74%
1
Open
Dec 24, 2024
Invesco QQQ Trust
0%
▼ 6.21%
1
Open
Dec 24, 2024
iShares Large Cap Max Buffer Sep ETF
0%
▲ 0.08%
1
Open
Dec 24, 2024
Innovator U.S. Equity Ultra Buffer ETF - October
0%
▼ 0.90%
1
Open
Dec 24, 2024
Vanguard Small-Cap ETF
0%
▼ 4.94%
1
Open
Dec 24, 2024
Vanguard Total Stock Market ETF
0%
▼ 3.17%
1
Open
Dec 24, 2024
Fidelity 500 Index Fund
0%
▼ 2.92%
1
Open
Dec 24, 2024
Crown Castle
4.06%
▼ 5.32%
2
Buy
Dec 16, 2024
GE Vernova Inc.
▲ 88.55%
2
Close
Dec 16, 2024
Apple
14.71%
▲ 8.95%
3
Sell
Dec 12, 2024
Lemonade
4.28%
▲ 131.42%
4
Sell
Dec 12, 2024