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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #10,592 out of 806,643 TipRanks' Investors
Success Rate
83%
85 out of 103
profitable transactions
Average Return
45.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.25%
6-Month Return▲ 16.18%
12-Month Return▲ 23.33%
YTD Return▲ 15.94%
Total Return▲ 104.87%

Best Trade

Opened at
Closed at-
Gain▲ 279.05%

Bio

Dividend based with some growth for retired investor.

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 6.55%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.81%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.36%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.76%
Jun 2025
▲ 0.31%
▲ 1.21%
▲ 0.91%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.55%
▲ 6.03%▲ 2.69%▲ 4.79%
▼ 12.86%▼ 1.27%▲ 5.90%
▼ 1.80%▼ 5.57%▲ 1.81%
▲ 1.83%▼ 0.87%▼ 2.37%
▲ 12.20%▲ 6.28%▲ 1.36%
▲ 6.24%▲ 5.14%▲ 2.76%
▲ 0.31%▲ 1.21%▲ 0.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
0.43%
▲ 0.54%
3
Open
Feb 19, 2025
United Parcel
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.59%
▲ 28.19%
4
Buy
Jan 10, 2025
Coca-Cola
2.74%
▲ 46.14%
4
Buy
Jan 10, 2025
Apple
▲ 97.74%
7
Close
Jan 10, 2025
BCE
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.87%
▲ 79.05%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.54%
▲ 90.67%
5
Buy
Jan 10, 2025
Enbridge
3.44%
▲ 65.22%
4
Buy
Jan 10, 2025
Altria Group
5.96%
▲ 74.90%
4
Buy
Jan 10, 2025
AT&T
3.54%
▲ 60.13%
8
Buy
Jan 10, 2025
Rio Tinto
1.82%
▼ 3.60%
5
Buy
Jan 10, 2025
Mosaic Co
0.72%
▲ 52.40%
1
Open
Jan 10, 2025
Rithm Capital
0.23%
▲ 14.61%
1
Open
Jan 10, 2025
Telus
▲ 7.17%
5
Close
Sep 16, 2024
Micron
▲ 11.41%
5
Close
Dec 21, 2023
Realty Income
2.22%
▲ 17.35%
5
Buy
Oct 26, 2023
General Motors
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.51%
▼ 3.62%
3
Sell
Aug 10, 2023