tiprankstipranks

Motley Fool Based Old - New Portfolio

Motley Fool Based Old
Individual Investor
Ranked #44,623 out of 783,079 TipRanks' Investors
Success Rate
80%
53 out of 66
profitable transactions
Average Return
19.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.66%
6-Month Return-
12-Month Return-
YTD Return▲ 6.90%
Total Return▲ 36.20%

Best Trade

Opened at
Closed at-
Gain▲ 117.41%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.87%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.78%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.90%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.72%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.70%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 6.90%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 8.87%
▲ 2.93%▲ 2.10%▲ 2.78%
▲ 9.99%▼ 0.89%▲ 4.90%
▲ 26.04%▲ 5.96%▲ 12.72%
▲ 5.93%▼ 2.41%▼ 3.70%
▲ 2.91%▲ 3.15%▲ 6.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 97.68%
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
▲ 7.88%
2
Close
Dec 31, 2024
Vanguard Total Bond Market ETF
0%
▲ 0.74%
1
Open
Dec 24, 2024
iShares Core Dividend Growth ETF
0%
▲ 1.72%
1
Open
Dec 24, 2024
Fidelity Advisor Strategic Income Fund
0%
▲ 0.34%
1
Open
Dec 24, 2024
Fidelity Emerging Markets Index Fund
0%
▼ 0.38%
1
Open
Dec 24, 2024
iShares iBonds Dec 2026 Term Corporate ETF
0%
▲ 0.58%
1
Open
Dec 24, 2024
iShares Aaa-A Rated Corporate Bond ETF
0%
▲ 0.56%
1
Open
Dec 24, 2024
Invesco QQQ Trust
0%
▼ 1.54%
1
Open
Dec 24, 2024
iShares Large Cap Max Buffer Sep ETF
0%
▲ 0.55%
1
Open
Dec 24, 2024
Innovator U.S. Equity Ultra Buffer ETF - October
0%
▲ 0.60%
1
Open
Dec 24, 2024
Vanguard Small-Cap ETF
0%
▲ 2.52%
1
Open
Dec 24, 2024
Vanguard Total Stock Market ETF
0%
▲ 0.85%
1
Open
Dec 24, 2024
Fidelity 500 Index Fund
0%
▲ 0.56%
1
Open
Dec 24, 2024
Crown Castle
3.61%
▼ 11.36%
2
Buy
Dec 16, 2024
GE Vernova Inc.
▲ 88.55%
2
Close
Dec 16, 2024
Apple
14.33%
▲ 8.93%
3
Sell
Dec 12, 2024
Lemonade
3.86%
▲ 115.04%
4
Sell
Dec 12, 2024