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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #8,013 out of 795,509 TipRanks' Investors
Success Rate
79%
81 out of 103
profitable transactions
Average Return
36.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.42%
6-Month Return▲ 1.03%
12-Month Return▲ 17.63%
YTD Return▲ 5.54%
Total Return▲ 86.50%

Best Trade

Opened at
Closed at-
Gain▲ 245.26%

Bio

Dividend based with some growth for retired investor.

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.07%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.55%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.81%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 6.60%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.55%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 25.98%▲ 5.96%▲ 4.07%
▲ 5.34%▼ 2.41%▼ 6.55%
▲ 5.99%▲ 2.69%▲ 4.82%
▼ 12.86%▼ 1.27%▲ 5.90%
▼ 1.80%▼ 5.57%▲ 1.81%
▼ 7.29%▼ 4.55%▼ 6.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
0.41%
▼ 5.98%
3
Open
Feb 19, 2025
United Parcel
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.9%
▲ 30.79%
4
Buy
Jan 10, 2025
Coca-Cola
2.98%
▲ 45.26%
4
Buy
Jan 10, 2025
Apple
▲ 97.74%
7
Close
Jan 10, 2025
BCE
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.25%
▲ 26.60%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.63%
▲ 76.18%
5
Buy
Jan 10, 2025
Enbridge
3.6%
▲ 57.27%
4
Buy
Jan 10, 2025
Altria Group
6.14%
▲ 63.27%
4
Buy
Jan 10, 2025
AT&T
3.63%
▲ 52.22%
8
Buy
Jan 10, 2025
Rio Tinto
1.9%
▼ 6.01%
5
Buy
Jan 10, 2025
Mosaic Co
0.54%
▲ 4.91%
1
Open
Jan 10, 2025
Rithm Capital
0.2%
▼ 6.74%
1
Open
Jan 10, 2025
Telus
▲ 7.16%
5
Close
Sep 16, 2024
Micron
▲ 11.41%
5
Close
Dec 21, 2023
Realty Income
2.3%
▲ 10.78%
5
Buy
Oct 26, 2023
General Motors
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.73%
▼ 3.23%
3
Sell
Aug 10, 2023