New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #16,666 out of 766,001 TipRanks' Investors
Success Rate
79%
73 out of 92
profitable transactions
Average Return
39.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.46%
6-Month Return▲ 10.38%
12-Month Return▲ 25.34%
YTD Return▲ 15.13%
Total Return▲ 82.28%

Best Trade

Opened at
Closed at-
Gain▲ 298.56%

Bio

Dividend based with some growth for retired investor.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.56%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.09%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 0.44%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.93%
▲ 11.46%▲ 5.06%▲ 2.34%
▼ 2.25%▲ 3.53%▲ 0.27%
▲ 25.72%▲ 1.21%▲ 5.13%
▼ 4.22%▲ 2.34%▲ 3.64%
▲ 7.82%▲ 2.10%▲ 2.56%
▲ 6.02%▼ 0.89%▼ 2.09%
▲ 5.59%▲ 5.20%▲ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Telus
▲ 7.18%
5
Close
Sep 16, 2024
Apple
4.74%
▲ 89.49%
6
Sell
Jun 26, 2024
Rio Tinto
1.08%
▼ 4.84%
4
Open
Jun 26, 2024
AT&T
2.57%
▲ 30.91%
7
Buy
Mar 14, 2024
Micron
▲ 11.41%
5
Close
Dec 21, 2023
Realty Income
2.4%
▲ 12.67%
5
Buy
Oct 26, 2023
General Motors
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.54%
▼ 14.70%
3
Sell
Aug 10, 2023
Hanesbrands
▼ 25.15%
2
Close
Aug 10, 2023
Medtronic
0.92%
▲ 10.04%
1
Open
Aug 10, 2023
Energy Transfer
1.45%
▲ 56.86%
1
Open
Jan 25, 2023
Boeing
▼ 7.57%
4
Close
Jan 13, 2023
Lockheed Martin
▲ 42.96%
3
Close
Jan 13, 2023
Microsoft
▼ 3.79%
3
Close
Jan 13, 2023
OneMain Holdings
1.72%
▲ 80.48%
2
Buy
Sep 23, 2022
International Business Machines
5.81%
▲ 106.65%
4
Buy
Feb 18, 2022
Duke Energy
4.73%
▲ 61.08%
3
Sell
Feb 18, 2022
American Electric Power
4.58%
▲ 33.52%
3
Buy
Feb 18, 2022
Intercontinental Exchange
1.8%
▲ 40.20%
3
Buy
Feb 18, 2022