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New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #34,571 out of 807,472 TipRanks' Investors
Success Rate
81%
52 out of 64
profitable transactions
Average Return
34.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.65%
6-Month Return▲ 15.80%
12-Month Return▲ 20.46%
YTD Return▲ 15.02%
Total Return▲ 108.72%

Best Trade

Opened at
Closed at-
Gain▲ 381.82%

Bio

Large Cap Value with a nice dividend

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 6.04%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.11%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 6.49%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.11%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.76%
Jun 2025
▲ 2.60%
▲ 1.01%
▲ 2.17%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.04%
▲ 6.03%▲ 2.69%▲ 6.46%
▼ 12.86%▼ 1.27%▲ 5.94%
▼ 1.80%▼ 5.57%▼ 2.11%
▲ 1.84%▼ 0.87%▼ 6.49%
▲ 12.20%▲ 6.28%▲ 3.11%
▲ 6.24%▲ 5.14%▲ 5.76%
▲ 2.60%▲ 1.01%▲ 2.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alexandria Equities
5.95%
▼ 12.67%
5
Buy
May 27, 2025
Coca-Cola
▲ 26.09%
3
Close
Apr 28, 2025
MPLX
1.96%
▲ 0.89%
2
Buy
Apr 28, 2025
Gilead Sciences
7.28%
▲ 36.04%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
3.51%
▲ 3.32%
1
Open
Dec 13, 2024
United Parcel
1.31%
▼ 18.06%
1
Open
Dec 09, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
AT&T
3.61%
▲ 22.22%
1
Open
Dec 04, 2024
Emerson Electric Company
2.7%
▲ 28.94%
1
Open
Nov 04, 2024
Oneok
3.13%
▼ 2.58%
2
Buy
Oct 11, 2024
Barrick Mining
6.72%
▲ 24.74%
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
2.69%
▼ 18.87%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
11.03%
▲ 94.33%
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
5.72%
▲ 10.19%
2
Buy
Oct 24, 2023