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Motley - New Portfolio

Brian Davidson

Motley
Individual Investor
Ranked #187,967 out of 735,028 TipRanks' Investors
Success Rate
58%
93 out of 161
profitable transactions
Average Return
4.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.19%
6-Month Return▲ 12.84%
12-Month Return-
YTD Return▲ 6.69%
Total Return▲ 13.68%

Best Trade

Opened at
Closed at
Gain▲ 142.21%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.14%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.14%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.47%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.26%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.21%
Apr 2024
▲ 11.08%
▲ 5.47%
▲ 5.56%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.14%
▲ 9.22%▲ 9.13%▲ 9.14%
▲ 5.14%▲ 4.57%▲ 4.47%
▼ 1.87%▲ 1.59%▲ 1.26%
▲ 14.08%▲ 5.22%▲ 5.34%
▲ 5.05%▲ 3.27%▲ 3.23%
▼ 12.40%▼ 4.03%▼ 8.21%
▲ 11.08%▲ 5.47%▲ 5.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Fidelity Floating Rate High Income
▲ 1.46%
12
Close
Apr 26, 2024
Vanguard Total Stock Market ETF
▲ 19.42%
2
Close
Apr 18, 2024
Schwab US Dividend Equity ETF
▼ 0.30%
2
Close
Apr 18, 2024
Vanguard International High Dividend Yield ETF
▲ 6.69%
3
Sell
Apr 18, 2024
Vanguard S&P 500 ETF
▲ 19.75%
3
Close
Apr 18, 2024
Vanguard Short-Term Inflation-Protected Securities ETF
▲ 1.51%
2
Close
Apr 18, 2024
SPDR Blackstone High Income ETF
▼ 0.62%
2
Close
Apr 18, 2024
Vanguard Tax-Exempt Bond ETF
▼ 1.69%
2
Close
Apr 18, 2024
WisdomTree Japan Hedged Equity Fund
▲ 23.31%
3
Close
Apr 17, 2024
Energy Transfer
▲ 14.09%
2
Close
Apr 17, 2024
BlackRock
▲ 2.69%
4
Sell
Apr 17, 2024
Invesco Aerospace & Defense ETF
▲ 19.43%
2
Close
Apr 17, 2024
Berkshire Hathaway B
▲ 24.27%
3
Sell
Apr 17, 2024
Invesco QQQ Trust
▲ 15.42%
6
Close
Apr 17, 2024
Enbridge
▼ 6.94%
2
Close
Apr 17, 2024
Dow Inc
▲ 4.57%
2
Close
Apr 17, 2024
Chart Industries
▲ 17.33%
2
Close
Apr 17, 2024
EPR Properties
▼ 7.10%
2
Sell
Apr 17, 2024
Agree Realty
▼ 1.73%
2
Sell
Apr 17, 2024
Whitecap Resources
▲ 8.82%
2
Close
Apr 17, 2024