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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #19,366 out of 819,164 TipRanks' Investors
Success Rate
80%
88 out of 110
profitable transactions
Average Return
44.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.22%
6-Month Return▲ 6.79%
12-Month Return▲ 14.42%
YTD Return▲ 18.54%
Total Return▲ 109.47%

Best Trade

Opened at
Closed at-
Gain▲ 284.70%

Bio

Dividend based with some growth for retired investor.

Performance

27.92%0-27.92%
▼ 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%
▲ 2.75%
Jun 2025
▲ 27.92%
▲ 2.30%
▼ 0.32%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.31%
Aug 2025
▲ 9.82%
▲ 3.18%
▼ 0.76%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%▲ 2.75%
▲ 27.92%▲ 2.30%▼ 0.32%
▲ 4.87%▲ 2.05%▲ 4.31%
▲ 9.82%▲ 3.18%▼ 0.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Procter & Gamble
2.97%
▲ 29.16%
3
Sell
Aug 14, 2025
Verizon
2.9%
▼ 1.14%
4
Buy
Aug 14, 2025
Southern Co
3.5%
▲ 109.56%
6
Sell
Aug 14, 2025
Enbridge
4.71%
▲ 64.99%
5
Buy
Aug 14, 2025
Ares Capital
0.82%
▼ 1.12%
4
Buy
Aug 14, 2025
Rithm Capital
0.46%
▲ 8.11%
2
Buy
Aug 14, 2025
JBS
0.44%
▲ 9.72%
1
Open
Aug 14, 2025
Amcor
0.16%
▼ 4.24%
1
Open
Aug 14, 2025
Smithfield Foods
0.23%
▼ 7.06%
1
Open
Aug 14, 2025
United Parcel
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.86%
▲ 43.98%
4
Buy
Jan 10, 2025
Coca-Cola
2.53%
▲ 37.10%
4
Buy
Jan 10, 2025
Apple
▲ 97.74%
7
Close
Jan 10, 2025
BCE
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.9%
▲ 85.68%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.53%
▲ 95.14%
5
Buy
Jan 10, 2025
Altria Group
6.43%
▲ 93.34%
4
Buy
Jan 10, 2025
AT&T
3.59%
▲ 64.86%
8
Buy
Jan 10, 2025
Rio Tinto
1.9%
▲ 1.85%
5
Buy
Jan 10, 2025
Mosaic Co
0.65%
▲ 39.89%
1
Open
Jan 10, 2025