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New Portfolio - New Portfolio
haroldgarren
New PortfolioIndividual Investor
Ranked #8,410 out of 803,748 TipRanks' Investors
Success Rate
85 out of 103
profitable transactions
profitable transactions
Average Return
43.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.84%
6-Month Return▲ 12.07%
12-Month Return▲ 22.63%
YTD Return▲ 13.94%
Total Return▲ 101.34%
Best Trade
Bio
Dividend based with some growth for retired investor.
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.07%
Nov 2024
▲ 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
▲ 12.21%
▲ 6.28%
▲ 1.36%
May 2025
▲ 2.29%
▲ 1.29%
▲ 1.91%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.07%
▲ 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%
▲ 12.21%▲ 6.28%▲ 1.36%
▲ 2.29%▲ 1.29%▲ 1.91%
Recent Activity
Ares Capital
0.42%
▼ 1.42%
3
Open
Feb 19, 2025
United Parcel
―
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.62%
▲ 28.24%
4
Buy
Jan 10, 2025
Coca-Cola
2.76%
▲ 45.46%
4
Buy
Jan 10, 2025
Apple
―
▲ 97.74%
7
Close
Jan 10, 2025
BCE
―
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.52%
▲ 55.41%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.67%
▲ 93.94%
5
Buy
Jan 10, 2025
Enbridge
3.63%
▲ 72.35%
4
Buy
Jan 10, 2025
Altria Group
6.04%
▲ 72.38%
4
Buy
Jan 10, 2025
AT&T
3.56%
▲ 59.28%
8
Buy
Jan 10, 2025
Rio Tinto
1.8%
▼ 4.74%
5
Buy
Jan 10, 2025
Mosaic Co
0.69%
▲ 46.22%
1
Open
Jan 10, 2025
Rithm Capital
0.22%
▲ 7.88%
1
Open
Jan 10, 2025
Telus
―
▲ 7.17%
5
Close
Sep 16, 2024
Micron
―
▲ 11.41%
5
Close
Dec 21, 2023
Realty Income
2.24%
▲ 16.72%
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%
▼ 4.82%
3
Sell
Aug 10, 2023