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New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #40,523 out of 829,443 TipRanks' Investors
Success Rate
76%
50 out of 66
profitable transactions
Average Return
47.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.03%
6-Month Return▲ 21.01%
12-Month Return▲ 19.20%
YTD Return▲ 26.41%
Total Return▲ 129.39%

Best Trade

Opened at
Closed at-
Gain▲ 453.92%

Bio

Large Cap Value with a nice dividend

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 6.49%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.11%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.76%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.94%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.60%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.48%
Oct 2025
▼ 8.98%
▼ 3.38%
▲ 2.30%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 6.49%
▲ 11.63%▲ 6.28%▲ 3.11%
▲ 9.25%▲ 5.14%▲ 5.76%
▲ 7.60%▲ 2.30%▲ 2.94%
▲ 2.76%▲ 2.05%▲ 6.73%
▲ 12.88%▲ 3.56%▲ 4.60%
▲ 10.96%▲ 2.38%▼ 4.48%
▼ 8.98%▼ 3.38%▲ 2.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oneok
4.95%
▼ 9.18%
3
Buy
Sep 17, 2025
AT&T
▲ 29.76%
2
Close
Sep 17, 2025
Alexandria Equities
4.17%
▼ 41.11%
6
Buy
Sep 15, 2025
United Parcel
▼ 31.33%
2
Close
Sep 15, 2025
Coca-Cola
▲ 26.09%
3
Close
Apr 28, 2025
MPLX
1.9%
▲ 11.81%
2
Buy
Apr 28, 2025
Gilead Sciences
7.41%
▲ 50.76%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
2.75%
▼ 10.43%
1
Open
Dec 13, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
Emerson Electric Company
2.25%
▲ 19.24%
1
Open
Nov 04, 2024
Barrick Mining
10.69%
▲ 119.40%
5
Buy
Sep 10, 2024
International Flavors & Fragrances
▲ 3.11%
3
Close
Feb 21, 2024
Kimberly Clark
▲ 0.73%
2
Close
Jan 30, 2024
Merck & Company
2.86%
▼ 4.31%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
11.54%
▲ 126.39%
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
5.92%
▲ 26.25%
2
Buy
Oct 24, 2023