tiprankstipranks

New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #52,778 out of 781,066 TipRanks' Investors
Success Rate
76%
45 out of 59
profitable transactions
Average Return
26.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.90%
6-Month Return▲ 7.97%
12-Month Return▲ 23.68%
YTD Return▲ 4.04%
Total Return▲ 90.64%

Best Trade

Opened at
Closed at-
Gain▲ 250.20%

Bio

Large Cap Value with a nice dividend

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 8.47%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.20%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.32%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.14%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.04%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.27%
▲ 8.13%▲ 1.21%▲ 8.47%
▼ 13.14%▲ 2.34%▲ 5.06%
▲ 2.93%▲ 2.10%▼ 0.20%
▲ 10.00%▼ 0.89%▼ 0.59%
▲ 26.04%▲ 5.96%▲ 1.32%
▲ 5.93%▼ 2.41%▼ 5.14%
▲ 11.17%▲ 1.96%▲ 4.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gilead Sciences
6.58%
▲ 12.66%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
3.91%
▲ 1.60%
1
Open
Dec 13, 2024
United Parcel
1.86%
▲ 0.93%
1
Open
Dec 09, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
AT&T
3.2%
▼ 4.07%
1
Open
Dec 04, 2024
Emerson Electric Company
2.68%
▲ 13.87%
1
Open
Nov 04, 2024
Oneok
4.69%
▲ 27.79%
2
Buy
Oct 11, 2024
Barrick Gold
5.74%
▼ 5.54%
5
Buy
Sep 10, 2024
Coca-Cola
2.7%
▲ 8.51%
2
Buy
Apr 16, 2024
International Flavors & Fragrances
▲ 3.11%
3
Close
Feb 21, 2024
Alexandria Equities
3.65%
▼ 9.02%
2
Buy
Feb 14, 2024
Kimberly Clark
▲ 0.73%
2
Close
Jan 30, 2024
Merck & Company
3.51%
▼ 6.84%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
11.47%
▲ 78.52%
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
6.31%
▲ 7.30%
2
Buy
Oct 24, 2023
TotalEnergies
▲ 16.60%
3
Close
Oct 21, 2023