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New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #44,244 out of 803,257 TipRanks' Investors
Success Rate
77%
49 out of 64
profitable transactions
Average Return
30.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.95%
6-Month Return▲ 5.85%
12-Month Return▲ 19.80%
YTD Return▲ 9.37%
Total Return▲ 98.47%

Best Trade

Opened at
Closed at-
Gain▲ 365.11%

Bio

Large Cap Value with a nice dividend

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 1.31%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 6.04%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.11%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 6.66%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.11%
May 2025
▲ 4.71%
▲ 1.75%
▲ 2.94%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 1.31%
▲ 5.43%▼ 2.41%▼ 6.04%
▲ 5.99%▲ 2.69%▲ 6.46%
▼ 12.86%▼ 1.27%▲ 5.94%
▼ 1.80%▼ 5.57%▼ 2.11%
▲ 1.76%▼ 0.87%▼ 6.66%
▲ 12.21%▲ 6.28%▲ 3.11%
▲ 4.71%▲ 1.75%▲ 2.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alexandria Equities
5.96%
▼ 18.41%
5
Buy
May 27, 2025
Coca-Cola
▲ 26.09%
3
Close
Apr 28, 2025
MPLX
2.07%
▲ 1.22%
2
Buy
Apr 28, 2025
Gilead Sciences
7.45%
▲ 31.99%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
3.35%
▼ 7.23%
1
Open
Dec 13, 2024
United Parcel
1.39%
▼ 17.81%
1
Open
Dec 09, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
AT&T
3.85%
▲ 23.61%
1
Open
Dec 04, 2024
Emerson Electric Company
2.58%
▲ 17.08%
1
Open
Nov 04, 2024
Oneok
3.32%
▼ 1.91%
2
Buy
Oct 11, 2024
Barrick Mining
6.78%
▲ 19.61%
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
2.75%
▼ 21.94%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
10.56%
▲ 76.76%
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
5.95%
▲ 8.01%
2
Buy
Oct 24, 2023