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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #7,851 out of 798,015 TipRanks' Investors
Success Rate
81%
83 out of 103
profitable transactions
Average Return
40.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.80%
6-Month Return▲ 7.37%
12-Month Return▲ 18.95%
YTD Return▲ 10.17%
Total Return▲ 94.69%

Best Trade

Opened at
Closed at-
Gain▲ 245.70%

Bio

Dividend based with some growth for retired investor.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.07%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 6.55%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 4.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.81%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 2.49%
Apr 2025
▼ 1.11%
▲ 1.62%
▲ 0.01%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.97%
▲ 25.97%▲ 5.96%▲ 4.07%
▲ 5.39%▼ 2.41%▼ 6.55%
▲ 6.00%▲ 2.69%▲ 4.79%
▼ 12.86%▼ 1.27%▲ 5.90%
▼ 1.80%▼ 5.57%▲ 1.81%
▲ 1.74%▼ 0.87%▼ 2.49%
▼ 1.11%▲ 1.62%▲ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
0.41%
▼ 4.63%
3
Open
Feb 19, 2025
United Parcel
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.69%
▲ 27.56%
4
Buy
Jan 10, 2025
Coca-Cola
2.88%
▲ 45.81%
4
Buy
Jan 10, 2025
Apple
▲ 97.74%
7
Close
Jan 10, 2025
BCE
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.45%
▲ 43.53%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.51%
▲ 81.54%
5
Buy
Jan 10, 2025
Enbridge
3.74%
▲ 69.46%
4
Buy
Jan 10, 2025
Altria Group
6.24%
▲ 72.55%
4
Buy
Jan 10, 2025
AT&T
3.59%
▲ 55.85%
8
Buy
Jan 10, 2025
Rio Tinto
1.91%
▼ 2.98%
5
Buy
Jan 10, 2025
Mosaic Co
0.61%
▲ 24.38%
1
Open
Jan 10, 2025
Rithm Capital
0.23%
▲ 8.46%
1
Open
Jan 10, 2025
Telus
▲ 7.16%
5
Close
Sep 16, 2024
Micron
▲ 11.41%
5
Close
Dec 21, 2023
Realty Income
2.28%
▲ 14.23%
5
Buy
Oct 26, 2023
General Motors
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.62%
▼ 3.65%
3
Sell
Aug 10, 2023