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New Portfolio - New Portfolio
haroldgarren
New PortfolioIndividual Investor
Ranked #10,707 out of 790,321 TipRanks' Investors
Success Rate
82 out of 103
profitable transactions
profitable transactions
Average Return
39.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.63%
6-Month Return▲ 6.51%
12-Month Return▲ 21.32%
YTD Return▲ 9.36%
Total Return▲ 93.05%
Best Trade
Bio
Dividend based with some growth for retired investor.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.56%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 2.01%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.07%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 6.61%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.92%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.90%
Feb 2025
▲ 11.43%
▼ 1.75%
▼ 1.57%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.65%
▲ 2.93%▲ 2.10%▲ 2.56%
▲ 10.01%▼ 0.89%▼ 2.01%
▲ 26.01%▲ 5.96%▲ 4.07%
▲ 5.96%▼ 2.41%▼ 6.61%
▲ 5.25%▲ 2.69%▲ 4.92%
▼ 12.86%▼ 1.27%▲ 5.90%
▲ 11.43%▼ 1.75%▼ 1.57%
Recent Activity
Ares Capital
0.46%
▼ 0.84%
3
Open
Feb 19, 2025
United Parcel
―
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.57%
▲ 20.82%
4
Buy
Jan 10, 2025
Coca-Cola
2.81%
▲ 40.92%
4
Buy
Jan 10, 2025
Apple
―
▲ 97.74%
7
Close
Jan 10, 2025
BCE
―
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.5%
▲ 46.31%
3
Buy
Jan 10, 2025
Enterprise Products Partners
5%
▲ 98.12%
5
Buy
Jan 10, 2025
Enbridge
3.33%
▲ 51.12%
4
Buy
Jan 10, 2025
Altria Group
5.86%
▲ 59.39%
4
Buy
Jan 10, 2025
AT&T
3.41%
▲ 47.96%
8
Buy
Jan 10, 2025
Rio Tinto
1.99%
▼ 2.48%
5
Buy
Jan 10, 2025
Mosaic Co
0.46%
▼ 7.05%
1
Open
Jan 10, 2025
Rithm Capital
0.23%
▲ 8.50%
1
Open
Jan 10, 2025
Telus
―
▲ 7.16%
5
Close
Sep 16, 2024
Micron
―
▲ 11.40%
5
Close
Dec 21, 2023
Realty Income
2.31%
▲ 15.34%
5
Buy
Oct 26, 2023
General Motors
―
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
―
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.58%
▼ 6.63%
3
Sell
Aug 10, 2023