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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #11,492 out of 812,140 TipRanks' Investors
Success Rate
83%
85 out of 103
profitable transactions
Average Return
44.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.30%
6-Month Return▲ 9.10%
12-Month Return▲ 17.70%
YTD Return▲ 15.08%
Total Return▲ 103.36%

Best Trade

Opened at
Closed at-
Gain▲ 259.83%

Bio

Dividend based with some growth for retired investor.

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 4.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.81%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.36%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.76%
Jun 2025
▲ 27.86%
▲ 2.30%
▼ 0.32%
Jul 2025
▲ 0.69%
▼ 0.65%
▲ 0.50%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.79%
▼ 12.86%▼ 1.27%▲ 5.90%
▼ 1.80%▼ 5.57%▲ 1.81%
▲ 1.84%▼ 0.87%▼ 2.37%
▲ 12.20%▲ 6.28%▲ 1.36%
▲ 6.24%▲ 5.14%▲ 2.76%
▲ 27.86%▲ 2.30%▼ 0.32%
▲ 0.69%▼ 0.65%▲ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
0.44%
▲ 0.63%
3
Open
Feb 19, 2025
United Parcel
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.47%
▲ 22.07%
4
Buy
Jan 10, 2025
Coca-Cola
2.7%
▲ 42.37%
4
Buy
Jan 10, 2025
Apple
▲ 97.74%
7
Close
Jan 10, 2025
BCE
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.74%
▲ 72.22%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.55%
▲ 92.31%
5
Buy
Jan 10, 2025
Enbridge
3.65%
▲ 73.61%
4
Buy
Jan 10, 2025
Altria Group
6.38%
▲ 85.16%
4
Buy
Jan 10, 2025
AT&T
3.47%
▲ 57.13%
8
Buy
Jan 10, 2025
Rio Tinto
1.87%
▼ 2.40%
5
Buy
Jan 10, 2025
Mosaic Co
0.6%
▲ 26.47%
1
Open
Jan 10, 2025
Rithm Capital
0.24%
▲ 18.51%
1
Open
Jan 10, 2025
Telus
▲ 7.17%
5
Close
Sep 16, 2024
Micron
▲ 11.41%
5
Close
Dec 21, 2023
Realty Income
2.21%
▲ 16.34%
5
Buy
Oct 26, 2023
General Motors
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.47%
▼ 4.77%
3
Sell
Aug 10, 2023