Motley Fool Based Old - New Portfolio

Motley Fool Based Old
Individual Investor
Ranked #59,560 out of 764,634 TipRanks' Investors
Success Rate
81%
38 out of 47
profitable transactions
Average Return
14.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.00%
6-Month Return-
12-Month Return-
YTD Return▲ 17.88%
Total Return▲ 17.88%

Best Trade

Opened at
Closed at-
Gain▲ 68.10%

Bio

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

Performance

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
▼ 4.21%
▲ 2.34%
▲ 8.87%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.76%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 5.04%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.31%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%▲ 8.87%
▲ 7.82%▲ 2.10%▲ 2.76%
▲ 6.02%▼ 0.89%▲ 5.04%
▼ 2.57%▲ 0.42%▲ 0.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McCormick & Company
▲ 2.00%
3
Close
Oct 24, 2024
Kinder Morgan
1.05%
▲ 7.49%
3
Buy
Oct 22, 2024
Nvidia
0%
▲ 7.80%
2
Sell
Oct 22, 2024
Blackstone Secured Lending Fund
2.66%
▼ 1.58%
1
Open
Oct 22, 2024
Silvercorp Metals
1%
▼ 7.24%
1
Open
Oct 22, 2024
Merck & Company
2.22%
▼ 4.46%
1
Open
Oct 22, 2024
Tesla
0.59%
▲ 23.64%
2
Sell
Sep 10, 2024
Mondelez International
2.98%
▼ 4.57%
1
Open
Sep 03, 2024
Annexon Biosciences
0.63%
▲ 34.57%
1
Open
Sep 03, 2024
Lamb Weston Holdings
6.71%
▲ 24.44%
1
Open
Aug 26, 2024
iShares MSCI Intl Momentum Factor ETF
4.61%
▲ 1.99%
1
Open
Aug 14, 2024
Fiverr International
0.26%
▲ 29.79%
1
Open
Aug 14, 2024
Adyen
0.99%
▲ 21.48%
1
Open
Aug 14, 2024
Grayscale Bitcoin Mini Trust (BTC)
0.09%
▲ 17.62%
1
Open
Aug 14, 2024
Grayscale Bitcoin
0.79%
▲ 17.07%
1
Open
Aug 14, 2024
ARK Innovation ETF
1.02%
▲ 11.29%
1
Open
Aug 14, 2024
Lemonade
3.36%
▲ 56.33%
2
Buy
Aug 13, 2024
Dell Technologies
4.27%
▲ 31.41%
1
Open
Aug 13, 2024
Amkor
2.26%
▼ 18.96%
1
Open
Aug 13, 2024
Pinnacle Focused Opportunities ETF
4.85%
▲ 10.88%
1
Open
Aug 13, 2024