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Motley Fool Based Old - New Portfolio

Motley Fool Based Old
Individual Investor
Ranked #61,114 out of 803,751 TipRanks' Investors
Success Rate
75%
50 out of 67
profitable transactions
Average Return
20.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.04%
6-Month Return▼ 0.27%
12-Month Return-
YTD Return▲ 3.43%
Total Return▲ 31.20%

Best Trade

Opened at
Closed at-
Gain▲ 164.86%

Bio

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

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 12.73%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.05%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.51%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.75%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.34%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.12%
May 2025
▲ 2.29%
▲ 1.29%
▲ 2.20%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 12.73%
▲ 5.10%▼ 2.41%▼ 4.05%
▲ 6.03%▲ 2.69%▲ 2.51%
▼ 12.86%▼ 1.27%▼ 1.90%
▼ 1.80%▼ 5.57%▼ 5.75%
▲ 1.83%▼ 0.87%▼ 0.34%
▲ 12.21%▲ 6.28%▲ 7.12%
▲ 2.29%▲ 1.29%▲ 2.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shopify
▲ 60.76%
2
Close
Jun 06, 2025
Innovative Industrial Properties
▼ 48.57%
2
Close
Jun 06, 2025
Crown Castle
▼ 0.64%
3
Close
Jun 06, 2025
Appian
▲ 13.99%
2
Close
Jun 06, 2025
Accenture
▲ 1.92%
2
Close
Jun 06, 2025
Airbnb
▲ 22.21%
2
Close
Jun 06, 2025
Rivian Automotive
▲ 0.36%
2
Close
Jun 06, 2025
Pinterest
▲ 17.97%
2
Close
Jun 06, 2025
Starbucks
▲ 22.35%
2
Close
Jun 06, 2025
Dell Technologies
▲ 15.42%
2
Close
Jun 06, 2025
Amkor
▼ 38.33%
2
Close
Jun 06, 2025
Celestica
6.04%
▲ 37.80%
1
Open
Mar 05, 2025
Tesla
▲ 93.22%
4
Close
Jan 29, 2025
Truist Financial
▲ 5.57%
2
Close
Dec 31, 2024
Kinder Morgan
▲ 21.80%
4
Close
Dec 31, 2024
Lamb Weston Holdings
▲ 7.87%
2
Close
Dec 31, 2024
Vanguard Total Bond Market ETF
0%
▲ 2.82%
1
Open
Dec 24, 2024
iShares Core Dividend Growth ETF
0%
▲ 1.59%
1
Open
Dec 24, 2024
Fidelity Advisor Strategic Income Fund
0%
▲ 0.69%
1
Open
Dec 24, 2024
Fidelity Emerging Markets Index Fund
0%
▲ 10.63%
1
Open
Dec 24, 2024