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New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #27,559 out of 851,665 TipRanks' Investors
Success Rate
82%
63 out of 77
profitable transactions
Average Return
53.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.80%
6-Month Return▲ 23.02%
12-Month Return▲ 35.23%
YTD Return▲ 8.60%
Total Return▲ 161.28%

Best Trade

Opened at
Closed at
Gain▲ 518.83%

Bio

Large Cap Value with a nice dividend

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 6.03%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.20%
Dec 2025
▲ 5.86%
▲ 1.78%
▲ 8.60%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▲ 6.03%
▼ 0.10%▲ 0.08%▲ 1.20%
▲ 5.86%▲ 1.78%▲ 8.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alexandria Equities
4.56%
▼ 28.37%
8
Buy
Jan 27, 2026
Anglogold Ashanti PLC
3.02%
▲ 16.29%
1
Open
Jan 14, 2026
Citigroup
▲ 169.97%
3
Close
Jan 12, 2026
Oneok
9.11%
▲ 3.88%
4
Buy
Jan 12, 2026
KeyCorp
5.56%
▲ 1.14%
1
Open
Jan 12, 2026
GE Aerospace
▲ 518.83%
2
Close
Jan 02, 2026
Exxon Mobil
5.75%
▲ 29.97%
5
Open
Dec 29, 2025
RTX
▲ 141.77%
6
Close
Dec 29, 2025
Chevron
4.44%
▲ 13.27%
1
Open
Dec 26, 2025
Merck & Company
8.37%
▲ 5.64%
2
Buy
Dec 19, 2025
Brookfield Infrastructure
3.69%
▲ 2.45%
2
Buy
Dec 19, 2025
Synovus
▲ 0.13%
2
Close
Dec 16, 2025
Emerson Electric Company
▲ 27.65%
2
Close
Dec 13, 2025
MPLX
2.91%
▲ 10.72%
3
Buy
Dec 13, 2025
AT&T
▲ 29.76%
2
Close
Sep 17, 2025
United Parcel
▼ 31.33%
2
Close
Sep 15, 2025
Coca-Cola
▲ 26.09%
3
Close
Apr 28, 2025
Gilead Sciences
7.3%
▲ 65.29%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024