tiprankstipranks

New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #32,910 out of 793,417 TipRanks' Investors
Success Rate
78%
47 out of 60
profitable transactions
Average Return
31.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.51%
6-Month Return▲ 4.83%
12-Month Return▲ 19.93%
YTD Return▲ 10.62%
Total Return▲ 100.53%

Best Trade

Opened at
Closed at-
Gain▲ 307.70%

Bio

Large Cap Value with a nice dividend

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.20%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.61%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.31%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.14%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 6.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.05%
Feb 2025
▲ 8.05%
▼ 2.86%
▼ 2.02%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 5.06%
▲ 2.93%▲ 2.10%▼ 0.20%
▲ 10.00%▼ 0.89%▼ 0.61%
▲ 26.01%▲ 5.96%▲ 1.31%
▲ 5.34%▼ 2.41%▼ 6.14%
▲ 5.88%▲ 2.69%▲ 6.46%
▼ 12.86%▼ 1.27%▲ 6.05%
▲ 8.05%▼ 2.86%▼ 2.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alexandria Equities
4.64%
▼ 10.29%
3
Buy
Mar 18, 2025
Gilead Sciences
7.45%
▲ 29.74%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
3.36%
▼ 8.78%
1
Open
Dec 13, 2024
United Parcel
1.52%
▼ 13.23%
1
Open
Dec 09, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
AT&T
3.77%
▲ 17.54%
1
Open
Dec 04, 2024
Emerson Electric Company
2.39%
▲ 5.88%
1
Open
Nov 04, 2024
Oneok
4.24%
▲ 21.36%
2
Buy
Oct 11, 2024
Barrick Gold
6.68%
▲ 14.88%
5
Buy
Sep 10, 2024
Coca-Cola
2.85%
▲ 20.86%
2
Buy
Apr 16, 2024
International Flavors & Fragrances
▲ 3.11%
3
Close
Feb 21, 2024
Kimberly Clark
▲ 0.73%
2
Close
Jan 30, 2024
Merck & Company
3.03%
▼ 15.68%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
10.28%
▲ 66.20%
2
Buy
Dec 18, 2023
Eastman Chemical
▲ 8.30%
2
Close
Nov 22, 2023
Northern Oil And Gas
▲ 14.19%
3
Close
Oct 30, 2023
Medtronic
6.11%
▲ 7.92%
2
Buy
Oct 24, 2023
TotalEnergies
▲ 16.60%
3
Close
Oct 21, 2023