New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #21,043 out of 757,311 TipRanks' Investors
Success Rate
88%
45 out of 51
profitable transactions
Average Return
31.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.47%
6-Month Return▲ 18.32%
12-Month Return▲ 35.89%
YTD Return▲ 23.73%
Total Return▲ 90.24%

Best Trade

Opened at
Closed at-
Gain▲ 251.02%

Bio

Large Cap Value with a nice dividend

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 0.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 8.47%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 1.09%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 0.66%
▲ 5.05%▲ 3.27%▲ 8.20%
▼ 12.40%▼ 4.03%▼ 2.77%
▲ 11.46%▲ 5.06%▲ 2.68%
▼ 2.25%▲ 3.53%▲ 0.27%
▲ 25.76%▲ 1.21%▲ 8.47%
▼ 4.21%▲ 2.34%▲ 5.06%
▲ 1.03%▼ 0.11%▼ 1.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Barrick Gold
7.97%
▲ 17.90%
5
Buy
Sep 10, 2024
Oneok
2.96%
▲ 20.81%
1
Open
Apr 19, 2024
Coca-Cola
3.34%
▲ 24.16%
2
Buy
Apr 16, 2024
International Flavors & Fragrances
▲ 3.11%
3
Close
Feb 21, 2024
Alexandria Equities
4.82%
▲ 8.04%
2
Buy
Feb 14, 2024
Kimberly Clark
▲ 0.73%
2
Close
Jan 30, 2024
General Dynamics
4.8%
▲ 19.26%
1
Open
Dec 27, 2023
Merck & Company
4.62%
▲ 11.98%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
9.93%
▲ 32.51%
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
7.05%
▲ 5.61%
2
Buy
Oct 24, 2023
TotalEnergies
▲ 16.60%
3
Close
Oct 21, 2023
RTX
9.37%
▲ 51.11%
4
Buy
Oct 20, 2023
GE Healthcare Technologies Inc
▲ 28.31%
4
Close
Aug 02, 2023
Truist Financial
6.77%
▲ 17.44%
4
Buy
Jul 28, 2023
Citizens Financial
6.65%
▲ 32.04%
2
Buy
Jun 02, 2023
Amgen
5.3%
▲ 61.34%
1
Open
Jun 01, 2023
Southern Co
▲ 13.32%
4
Close
Jan 31, 2023