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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #21,395 out of 831,094 TipRanks' Investors
Success Rate
79%
88 out of 111
profitable transactions
Average Return
44.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.76%
6-Month Return▲ 6.97%
12-Month Return▲ 13.12%
YTD Return▲ 19.13%
Total Return▲ 110.51%

Best Trade

Opened at
Closed at-
Gain▲ 305.19%

Bio

Dividend based with some growth for retired investor.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 1.36%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.75%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.32%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.31%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.38%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.77%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 4.27%
Nov 2025
▲ 0.26%
▲ 0.07%
▼ 1.24%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 1.36%
▲ 9.25%▲ 5.14%▲ 2.75%
▲ 7.60%▲ 2.30%▼ 0.32%
▲ 2.76%▲ 2.05%▲ 4.31%
▲ 12.88%▲ 3.56%▼ 0.38%
▲ 10.96%▲ 2.38%▼ 2.77%
▼ 3.44%▲ 0.19%▲ 4.27%
▲ 0.26%▲ 0.07%▼ 1.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JBS
0.84%
▲ 11.52%
2
Buy
Oct 10, 2025
Procter & Gamble
2.79%
▲ 22.29%
3
Sell
Aug 14, 2025
Verizon
2.71%
▼ 5.93%
4
Buy
Aug 14, 2025
Southern Co
3.35%
▲ 100.84%
6
Sell
Aug 14, 2025
Enbridge
4.54%
▲ 61.53%
5
Buy
Aug 14, 2025
Ares Capital
0.79%
▼ 3.35%
4
Buy
Aug 14, 2025
Rithm Capital
0.43%
▲ 4.24%
2
Buy
Aug 14, 2025
Amcor
0.16%
▼ 0.42%
1
Open
Aug 14, 2025
Smithfield Foods
0.21%
▼ 14.69%
1
Open
Aug 14, 2025
United Parcel
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.85%
▲ 45.31%
4
Buy
Jan 10, 2025
Coca-Cola
2.69%
▲ 47.17%
4
Buy
Jan 10, 2025
Apple
▲ 97.74%
7
Close
Jan 10, 2025
BCE
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
3.08%
▲ 101.28%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.58%
▲ 101.32%
5
Buy
Jan 10, 2025
Altria Group
5.77%
▲ 74.03%
4
Buy
Jan 10, 2025
AT&T
3.13%
▲ 47.47%
8
Buy
Jan 10, 2025
Rio Tinto
2.26%
▲ 15.49%
5
Buy
Jan 10, 2025
Mosaic Co
0.46%
▼ 0.33%
1
Open
Jan 10, 2025