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New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #35,451 out of 803,420 TipRanks' Investors
Success Rate
80%
51 out of 64
profitable transactions
Average Return
30.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.47%
6-Month Return▲ 7.05%
12-Month Return▲ 20.45%
YTD Return▲ 9.70%
Total Return▲ 99.08%

Best Trade

Opened at
Closed at-
Gain▲ 371.87%

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
▲ 5.90%
▲ 2.03%
▲ 3.25%
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%
▲ 5.90%▲ 2.03%▲ 3.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alexandria Equities
5.93%
▼ 18.56%
5
Buy
May 27, 2025
Coca-Cola
▲ 26.09%
3
Close
Apr 28, 2025
MPLX
2.09%
▲ 2.65%
2
Buy
Apr 28, 2025
Gilead Sciences
7.39%
▲ 31.18%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
3.31%
▼ 8.15%
1
Open
Dec 13, 2024
United Parcel
1.37%
▼ 18.85%
1
Open
Dec 09, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
AT&T
3.83%
▲ 23.26%
1
Open
Dec 04, 2024
Emerson Electric Company
2.56%
▲ 16.66%
1
Open
Nov 04, 2024
Oneok
3.36%
▼ 0.49%
2
Buy
Oct 11, 2024
Barrick Mining
6.84%
▲ 20.80%
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
2.71%
▼ 22.92%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
10.59%
▲ 77.55%
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%
▲ 8.13%
2
Buy
Oct 24, 2023