BOAT - New Portfolio

John Gehl

BOAT
Individual Investor
Ranked #102,970 out of 757,311 TipRanks' Investors
Success Rate
78%
31 out of 40
profitable transactions
Average Return
4.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.80%
6-Month Return-
12-Month Return-
YTD Return▲ 5.56%
Total Return▲ 5.56%

Best Trade

Opened at
Closed at-
Gain▲ 36.98%

Bio

Mildly aggressive

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.00%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.02%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.47%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%▲ 1.00%
▼ 4.21%▲ 2.34%▲ 4.02%
▲ 2.65%▼ 0.40%▲ 0.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
2.53%
▲ 2.47%
2
Buy
Aug 15, 2024
Bank of America
▼ 5.01%
2
Close
Aug 15, 2024
ASML Holding
2.58%
▼ 12.70%
2
Buy
Jul 31, 2024
Consolidated Edison
▲ 1.33%
2
Close
Jul 30, 2024
Analog Devices
2.06%
▼ 1.71%
1
Open
Jul 29, 2024
KeyCorp
1.61%
▲ 3.60%
1
Open
Jul 29, 2024
Linde
4.05%
▲ 4.10%
1
Open
Jul 29, 2024
Eli Lilly & Co
6.01%
▲ 12.19%
1
Open
Jul 29, 2024
Lockheed Martin
4.98%
▲ 7.77%
1
Open
Jul 29, 2024
Lowe's
2.39%
▲ 7.02%
1
Open
Jul 29, 2024
McDonald's
2.64%
▲ 12.36%
1
Open
Jul 29, 2024
Meta Platforms
4.83%
▲ 15.62%
1
Open
Jul 29, 2024
Merck & Company
1.02%
▼ 6.53%
1
Open
Jul 29, 2024
Microsoft
3.79%
▲ 1.14%
1
Open
Jul 29, 2024
NextEra Energy
1.57%
▲ 14.11%
1
Open
Jul 29, 2024
Nvidia
12.81%
▲ 1.60%
1
Open
Jul 29, 2024
Stryker
3.16%
▲ 8.43%
1
Open
Jul 29, 2024
Trane Technologies
3.3%
▲ 12.25%
1
Open
Jul 29, 2024
Ulta Beauty
3.49%
▲ 9.85%
1
Open
Jul 29, 2024
Visa
2.49%
▲ 10.28%
1
Open
Jul 29, 2024