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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #23,840 out of 833,192 TipRanks' Investors
Success Rate
78%
87 out of 111
profitable transactions
Average Return
43.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.11%
6-Month Return▲ 4.33%
12-Month Return▲ 18.54%
YTD Return▲ 18.12%
Total Return▲ 108.73%

Best Trade

Opened at
Closed at-
Gain▲ 301.37%

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%
▲ 2.76%
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
▲ 10.96%
▲ 2.38%
▼ 2.77%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 4.24%
Nov 2025
▼ 0.06%
▼ 0.12%
▼ 2.05%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▼ 2.77%
▼ 3.57%▲ 0.19%▲ 4.24%
▼ 0.06%▼ 0.12%▼ 2.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JBS
0.83%
▲ 9.55%
2
Buy
Oct 10, 2025
Procter & Gamble
2.76%
▲ 20.41%
3
Sell
Aug 14, 2025
Verizon
2.67%
▼ 7.90%
4
Buy
Aug 14, 2025
Southern Co
3.26%
▲ 94.68%
6
Sell
Aug 14, 2025
Enbridge
4.46%
▲ 57.74%
5
Buy
Aug 14, 2025
Ares Capital
0.76%
▼ 4.59%
4
Buy
Aug 14, 2025
Rithm Capital
0.43%
▲ 1.96%
2
Buy
Aug 14, 2025
Amcor
0.16%
▼ 2.42%
1
Open
Aug 14, 2025
Smithfield Foods
0.22%
▼ 10.61%
1
Open
Aug 14, 2025
United Parcel
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.97%
▲ 50.58%
4
Buy
Jan 10, 2025
Coca-Cola
2.68%
▲ 45.61%
4
Buy
Jan 10, 2025
Apple
▲ 97.74%
7
Close
Jan 10, 2025
BCE
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
3.27%
▲ 112.18%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.58%
▲ 100.13%
5
Buy
Jan 10, 2025
Altria Group
5.78%
▲ 73.02%
4
Buy
Jan 10, 2025
AT&T
3%
▲ 41.45%
8
Buy
Jan 10, 2025
Rio Tinto
2.4%
▲ 20.12%
5
Buy
Jan 10, 2025
Mosaic Co
0.46%
▼ 1.12%
1
Open
Jan 10, 2025