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New Portfolio - New Portfolio
haroldgarren
New PortfolioIndividual Investor
Ranked #9,211 out of 803,257 TipRanks' Investors
Success Rate
85 out of 103
profitable transactions
profitable transactions
Average Return
43.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.72%
6-Month Return▲ 9.50%
12-Month Return▲ 21.20%
YTD Return▲ 13.12%
Total Return▲ 99.89%
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
▲ 5.43%
▼ 2.41%
▼ 6.55%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.81%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.52%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.36%
May 2025
▲ 5.72%
▲ 2.32%
▲ 1.33%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.07%
▲ 5.43%▼ 2.41%▼ 6.55%
▲ 5.99%▲ 2.69%▲ 4.79%
▼ 12.86%▼ 1.27%▲ 5.90%
▼ 1.80%▼ 5.57%▲ 1.81%
▲ 1.76%▼ 0.87%▼ 2.52%
▲ 12.21%▲ 6.28%▲ 1.36%
▲ 5.72%▲ 2.32%▲ 1.33%
Recent Activity
Ares Capital
0.44%
▼ 0.69%
3
Open
Feb 19, 2025
United Parcel
―
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.55%
▲ 22.16%
4
Buy
Jan 10, 2025
Coca-Cola
2.8%
▲ 47.14%
4
Buy
Jan 10, 2025
Apple
―
▲ 97.74%
7
Close
Jan 10, 2025
BCE
―
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.6%
▲ 58.38%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.68%
▲ 93.34%
5
Buy
Jan 10, 2025
Enbridge
3.56%
▲ 69.32%
4
Buy
Jan 10, 2025
Altria Group
6.05%
▲ 68.77%
4
Buy
Jan 10, 2025
AT&T
3.58%
▲ 60.43%
8
Buy
Jan 10, 2025
Rio Tinto
1.83%
▼ 3.09%
5
Buy
Jan 10, 2025
Mosaic Co
0.67%
▲ 39.35%
1
Open
Jan 10, 2025
Rithm Capital
0.22%
▲ 8.55%
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%
▲ 16.14%
5
Buy
Oct 26, 2023
General Motors
―
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
―
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.55%
▼ 2.34%
3
Sell
Aug 10, 2023