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New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #38,825 out of 812,326 TipRanks' Investors
Success Rate
80%
51 out of 64
profitable transactions
Average Return
36.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.57%
6-Month Return▲ 8.74%
12-Month Return▲ 18.12%
YTD Return▲ 16.26%
Total Return▲ 110.97%

Best Trade

Opened at
Closed at-
Gain▲ 423.57%

Bio

Large Cap Value with a nice dividend

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 6.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.11%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 6.49%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.11%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.76%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 2.94%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 0.32%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 6.46%
▼ 12.86%▼ 1.27%▲ 5.94%
▼ 1.80%▼ 5.57%▼ 2.11%
▲ 1.84%▼ 0.87%▼ 6.49%
▲ 12.20%▲ 6.28%▲ 3.11%
▲ 6.24%▲ 5.14%▲ 5.76%
▲ 27.86%▲ 2.30%▲ 2.94%
▲ 0.42%▲ 0.11%▲ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alexandria Equities
5.68%
▼ 15.52%
5
Buy
May 27, 2025
Coca-Cola
▲ 26.09%
3
Close
Apr 28, 2025
MPLX
1.96%
▲ 2.40%
2
Buy
Apr 28, 2025
Gilead Sciences
7%
▲ 32.99%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
2.99%
▼ 11.00%
1
Open
Dec 13, 2024
United Parcel
1.1%
▼ 30.62%
1
Open
Dec 09, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
AT&T
3.56%
▲ 23.26%
1
Open
Dec 04, 2024
Emerson Electric Company
2.53%
▲ 22.51%
1
Open
Nov 04, 2024
Oneok
2.87%
▼ 8.25%
2
Buy
Oct 11, 2024
Barrick Mining
7.32%
▲ 37.69%
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
2.55%
▼ 22.10%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
11.58%
▲ 108.02%
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
5.79%
▲ 12.97%
2
Buy
Oct 24, 2023