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New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #33,678 out of 834,231 TipRanks' Investors
Success Rate
79%
56 out of 71
profitable transactions
Average Return
51.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.10%
6-Month Return▲ 18.88%
12-Month Return▲ 34.31%
YTD Return▲ 33.83%
Total Return▲ 142.86%

Best Trade

Opened at
Closed at-
Gain▲ 507.30%

Bio

Large Cap Value with a nice dividend

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.11%
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 6.08%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 2.10%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.11%
▲ 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%
▼ 3.57%▲ 0.19%▲ 6.08%
▲ 1.55%▲ 1.31%▲ 2.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
4.94%
▲ 35.24%
5
Open
Dec 29, 2025
RTX
▲ 141.77%
6
Close
Dec 29, 2025
Chevron
3.87%
▲ 0.65%
1
Open
Dec 26, 2025
Merck & Company
8.2%
▲ 5.36%
2
Buy
Dec 19, 2025
Brookfield Infrastructure
3.57%
▲ 0.91%
2
Buy
Dec 19, 2025
Synovus
▲ 0.13%
2
Close
Dec 16, 2025
Emerson Electric Company
▲ 27.65%
2
Close
Dec 13, 2025
MPLX
2.77%
▲ 7.27%
3
Buy
Dec 13, 2025
Oneok
4.53%
▼ 5.15%
3
Buy
Sep 17, 2025
AT&T
▲ 29.76%
2
Close
Sep 17, 2025
Alexandria Equities
3.53%
▼ 43.10%
6
Buy
Sep 15, 2025
United Parcel
▼ 31.33%
2
Close
Sep 15, 2025
Coca-Cola
▲ 26.09%
3
Close
Apr 28, 2025
Gilead Sciences
6.4%
▲ 49.82%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
Barrick Mining
11.28%
▲ 165.36%
5
Buy
Sep 10, 2024
International Flavors & Fragrances
▲ 3.11%
3
Close
Feb 21, 2024
Kimberly Clark
▲ 0.73%
2
Close
Jan 30, 2024
Citigroup
12.11%
▲ 170.96%
2
Buy
Dec 18, 2023