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New Portfolio - New Portfolio

PerformancePortfolio Details

haroldgarren

New Portfolio
Individual Investor
Ranked #12,001 out of 788,370 TipRanks' Investors
Success Rate
81%
83 out of 103
profitable transactions
Average Return
40.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.00%
6-Month Return▲ 10.00%
12-Month Return▲ 20.57%
YTD Return▲ 10.33%
Total Return▲ 94.77%

Best Trade

AssetExxon Mobil (XOM)
Opened at
Closed at-
Gain▲ 270.54%

Bio

Dividend based with some growth for retired investor.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 5.13%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.56%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.01%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.07%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.61%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.20%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 4.88%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.13%
▼ 13.14%▲ 2.34%▲ 3.65%
▲ 2.93%▲ 2.10%▲ 2.56%
▲ 9.99%▼ 0.89%▼ 2.01%
▲ 26.03%▲ 5.96%▲ 4.07%
▲ 5.97%▼ 2.41%▼ 6.61%
▲ 5.25%▲ 2.69%▲ 5.20%
▼ 9.08%▲ 1.42%▲ 4.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARCC
Ares Capital
0.46%
▲ 0.23%
3
Open
Feb 19, 2025
UPS
United Parcel
―
▼ 10.18%
4
Close
Jan 11, 2025
CVS
CVS Health
2.53%
▲ 19.45%
4
Buy
Jan 10, 2025
KO
Coca-Cola
2.84%
▲ 43.25%
4
Buy
Jan 10, 2025
AAPL
Apple
―
▲ 97.74%
7
Close
Jan 10, 2025
BCE
BCE
―
▼ 28.27%
4
Close
Jan 10, 2025
OMF
OneMain Holdings
2.7%
▲ 58.93%
3
Buy
Jan 10, 2025
EPD
Enterprise Products Partners
4.98%
▲ 98.24%
5
Buy
Jan 10, 2025
ENB
Enbridge
3.33%
▲ 51.96%
4
Buy
Jan 10, 2025
MO
Altria Group
5.7%
▲ 55.85%
4
Buy
Jan 10, 2025
T
AT&T
3.45%
▲ 49.96%
8
Buy
Jan 10, 2025
RIO
Rio Tinto
2.02%
▼ 1.03%
5
Buy
Jan 10, 2025
MOS
Mosaic Co
0.51%
▲ 3.75%
1
Open
Jan 10, 2025
RITM
Rithm Capital
0.24%
▲ 11.12%
1
Open
Jan 10, 2025
TU
Telus
―
▲ 7.16%
5
Close
Sep 16, 2024
MU
Micron
―
▲ 11.40%
5
Close
Dec 21, 2023
O
Realty Income
2.27%
▲ 12.91%
5
Buy
Oct 26, 2023
GM
General Motors
―
▲ 11.97%
4
Close
Aug 21, 2023
AA
Alcoa
―
▼ 13.05%
2
Close
Aug 21, 2023
VZ
Verizon
2.55%
▼ 6.87%
3
Sell
Aug 10, 2023