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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #25,262 out of 824,094 TipRanks' Investors
Success Rate
78%
86 out of 111
profitable transactions
Average Return
42.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.58%
6-Month Return▲ 7.77%
12-Month Return▲ 11.13%
YTD Return▲ 16.67%
Total Return▲ 106.16%

Best Trade

Opened at
Closed at-
Gain▲ 282.72%

Bio

Dividend based with some growth for retired investor.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.81%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.37%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.36%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.76%
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
▲ 4.43%
▼ 0.27%
▼ 1.95%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 1.81%
▲ 0.80%▼ 0.87%▼ 2.37%
▲ 11.63%▲ 6.28%▲ 1.36%
▲ 9.25%▲ 5.14%▲ 2.76%
▲ 7.60%▲ 2.30%▼ 0.32%
▲ 2.76%▲ 2.05%▲ 4.31%
▲ 12.88%▲ 3.56%▼ 0.38%
▲ 4.43%▼ 0.27%▼ 1.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JBS
0.75%
▼ 1.55%
2
Buy
Oct 10, 2025
Procter & Gamble
2.89%
▲ 25.32%
3
Sell
Aug 14, 2025
Verizon
2.71%
▼ 6.21%
4
Buy
Aug 14, 2025
Southern Co
3.73%
▲ 123.26%
6
Sell
Aug 14, 2025
Enbridge
4.49%
▲ 57.05%
5
Buy
Aug 14, 2025
Ares Capital
0.74%
▼ 7.31%
4
Buy
Aug 14, 2025
Rithm Capital
0.41%
▼ 1.14%
2
Buy
Aug 14, 2025
Amcor
0.16%
▼ 5.52%
1
Open
Aug 14, 2025
Smithfield Foods
0.21%
▼ 13.93%
1
Open
Aug 14, 2025
United Parcel
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
3.15%
▲ 58.59%
4
Buy
Jan 10, 2025
Coca-Cola
2.61%
▲ 41.25%
4
Buy
Jan 10, 2025
Apple
▲ 97.74%
7
Close
Jan 10, 2025
BCE
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.58%
▲ 65.23%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.32%
▲ 85.91%
5
Buy
Jan 10, 2025
Altria Group
6.45%
▲ 93.81%
4
Buy
Jan 10, 2025
AT&T
3.27%
▲ 52.71%
8
Buy
Jan 10, 2025
Rio Tinto
2.08%
▲ 8.31%
5
Buy
Jan 10, 2025
Mosaic Co
0.56%
▲ 20.71%
1
Open
Jan 10, 2025