tiprankstipranks

New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #29,607 out of 858,971 TipRanks' Investors
Success Rate
81%
63 out of 78
profitable transactions
Average Return
48.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.07%
6-Month Return▲ 10.32%
12-Month Return▲ 36.39%
YTD Return▲ 5.26%
Total Return▲ 153.87%

Best Trade

Opened at
Closed at
Gain▲ 518.82%

Bio

Large Cap Value with a nice dividend

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.60%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.49%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 6.08%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.41%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.40%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.88%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.26%
Mar 2026
▲ 7.53%
▲ 5.50%
▼ 0.32%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.60%
▲ 10.96%▲ 2.38%▼ 4.49%
▼ 3.68%▲ 0.19%▲ 6.08%
▼ 0.10%▲ 0.08%▲ 1.41%
▲ 4.06%▲ 1.47%▲ 7.40%
▼ 1.12%▼ 0.86%▲ 4.88%
▲ 0.60%▼ 4.94%▼ 6.26%
▲ 7.53%▲ 5.50%▼ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
T Rowe Price
4.74%
▲ 7.26%
1
Open
Mar 22, 2026
Alexandria Equities
3.52%
▼ 41.14%
8
Buy
Jan 27, 2026
Anglogold Ashanti PLC
2.74%
▲ 11.50%
1
Open
Jan 14, 2026
Citigroup
▲ 169.97%
3
Close
Jan 12, 2026
Oneok
9.43%
▲ 13.37%
4
Buy
Jan 12, 2026
KeyCorp
5.46%
▲ 4.11%
1
Open
Jan 12, 2026
GE Aerospace
▲ 518.82%
2
Close
Jan 02, 2026
Exxon Mobil
6.14%
▲ 33.30%
5
Open
Dec 29, 2025
RTX
▲ 141.77%
6
Close
Dec 29, 2025
Chevron
4.82%
▲ 29.09%
1
Open
Dec 26, 2025
Merck & Company
9.05%
▲ 19.61%
2
Buy
Dec 19, 2025
Brookfield Infrastructure
3.69%
▲ 7.67%
2
Buy
Dec 19, 2025
Synovus
▲ 0.13%
2
Close
Dec 16, 2025
Emerson Electric Company
▲ 27.65%
2
Close
Dec 13, 2025
MPLX
2.82%
▲ 13.54%
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
6.99%
▲ 65.40%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024