Motley Fool Based Old - New Portfolio

Motley Fool Based Old
Individual Investor
Ranked #254,109 out of 794,584 TipRanks' Investors
Success Rate
51%
34 out of 67
profitable transactions
Average Return
5.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 12.16%
6-Month Return▼ 2.62%
12-Month Return-
YTD Return▼ 14.31%
Total Return▲ 9.34%

Best Trade

Opened at
Closed at
Gain▲ 93.22%

Bio

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

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.78%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.90%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 12.72%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.55%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.51%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.75%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 9.60%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.78%
▲ 10.00%▼ 0.89%▲ 4.90%
▲ 26.01%▲ 5.96%▲ 12.72%
▲ 5.33%▼ 2.41%▼ 3.55%
▲ 5.87%▲ 2.69%▲ 2.51%
▼ 12.86%▼ 1.27%▼ 1.90%
▼ 1.80%▼ 5.57%▼ 5.75%
▼ 9.96%▼ 9.67%▼ 9.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celestica
2.72%
▼ 27.27%
1
Open
Mar 05, 2025
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%
▲ 3.72%
1
Open
Dec 24, 2024
iShares Core Dividend Growth ETF
0%
▼ 8.75%
1
Open
Dec 24, 2024
Fidelity Advisor Strategic Income Fund
0%
▼ 1.29%
1
Open
Dec 24, 2024
Fidelity Emerging Markets Index Fund
0%
▼ 4.05%
1
Open
Dec 24, 2024
iShares iBonds Dec 2026 Term Corporate ETF
0%
▲ 1.52%
1
Open
Dec 24, 2024
iShares Aaa-A Rated Corporate Bond ETF
0%
▲ 2.80%
1
Open
Dec 24, 2024
Invesco QQQ Trust
0%
▼ 20.13%
1
Open
Dec 24, 2024
iShares Large Cap Max Buffer Sep ETF
0%
▼ 2.42%
1
Open
Dec 24, 2024
Innovator U.S. Equity Ultra Buffer ETF - October
0%
▼ 7.24%
1
Open
Dec 24, 2024
Vanguard Small-Cap ETF
0%
▼ 17.34%
1
Open
Dec 24, 2024
Vanguard Total Stock Market ETF
0%
▼ 16.08%
1
Open
Dec 24, 2024
Fidelity 500 Index Fund
0%
▼ 15.96%
1
Open
Dec 24, 2024
Crown Castle
4.99%
▲ 1.40%
2
Buy
Dec 16, 2024
GE Vernova Inc.
▲ 88.55%
2
Close
Dec 16, 2024
Apple
13.57%
▼ 13.78%
3
Sell
Dec 12, 2024