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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #15,856 out of 769,002 TipRanks' Investors
Success Rate
79%
73 out of 92
profitable transactions
Average Return
39.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.64%
6-Month Return▲ 10.63%
12-Month Return▲ 22.42%
YTD Return▲ 15.83%
Total Return▲ 83.38%

Best Trade

Opened at
Closed at-
Gain▲ 299.20%

Bio

Dividend based with some growth for retired investor.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.56%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.04%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.00%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.93%
▲ 11.46%▲ 5.06%▲ 2.34%
▼ 2.25%▲ 3.53%▲ 0.27%
▲ 25.72%▲ 1.21%▲ 5.13%
▼ 4.22%▲ 2.34%▲ 3.64%
▲ 7.82%▲ 2.10%▲ 2.56%
▲ 5.70%▼ 0.89%▼ 2.04%
▲ 23.63%▲ 3.84%▲ 1.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Telus
▲ 7.18%
5
Close
Sep 16, 2024
Apple
4.7%
▲ 91.19%
6
Sell
Jun 26, 2024
Rio Tinto
1.03%
▼ 6.41%
4
Open
Jun 26, 2024
AT&T
2.6%
▲ 33.33%
7
Buy
Mar 14, 2024
Micron
▲ 11.41%
5
Close
Dec 21, 2023
Realty Income
2.36%
▲ 11.43%
5
Buy
Oct 26, 2023
General Motors
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.62%
▼ 11.03%
3
Sell
Aug 10, 2023
Hanesbrands
▼ 25.15%
2
Close
Aug 10, 2023
Medtronic
0.87%
▲ 5.51%
1
Open
Aug 10, 2023
Energy Transfer
1.56%
▲ 65.74%
1
Open
Jan 25, 2023
Boeing
▼ 7.57%
4
Close
Jan 13, 2023
Lockheed Martin
▲ 42.96%
3
Close
Jan 13, 2023
Microsoft
▼ 3.79%
3
Close
Jan 13, 2023
OneMain Holdings
1.71%
▲ 80.32%
2
Buy
Sep 23, 2022
International Business Machines
5.95%
▲ 107.50%
4
Buy
Feb 18, 2022
Duke Energy
4.73%
▲ 63.34%
3
Sell
Feb 18, 2022
American Electric Power
4.59%
▲ 34.07%
3
Buy
Feb 18, 2022
Intercontinental Exchange
1.79%
▲ 39.62%
3
Buy
Feb 18, 2022