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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #18,732 out of 744,113 TipRanks' Investors
Success Rate
76%
70 out of 92
profitable transactions
Average Return
30.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.06%
6-Month Return▲ 3.27%
12-Month Return▲ 9.40%
YTD Return▲ 4.68%
Total Return▲ 65.73%

Best Trade

Opened at
Closed at-
Gain▲ 274.64%

Bio

Dividend based with some growth for retired investor.

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.64%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.92%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.29%
Jun 2024
▼ 2.99%
▲ 1.33%
▼ 0.10%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.38%
▼ 1.87%▲ 1.59%▲ 0.64%
▲ 14.08%▲ 5.22%▲ 0.50%
▲ 5.05%▲ 3.27%▲ 2.92%
▼ 12.40%▼ 4.03%▼ 1.93%
▲ 11.46%▲ 5.06%▲ 2.34%
▼ 2.25%▲ 3.53%▲ 0.29%
▼ 2.99%▲ 1.33%▼ 0.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
4.99%
▲ 84.55%
6
Sell
Jun 26, 2024
Rio Tinto
1.22%
▼ 3.64%
4
Open
Jun 26, 2024
AT&T
2.32%
▲ 11.48%
7
Buy
Mar 14, 2024
Micron
▲ 11.40%
5
Close
Dec 21, 2023
Realty Income
2.37%
▲ 0.98%
5
Buy
Oct 26, 2023
General Motors
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.78%
▼ 14.75%
3
Sell
Aug 10, 2023
Hanesbrands
▼ 25.15%
2
Close
Aug 10, 2023
Medtronic
0.87%
▼ 3.95%
1
Open
Aug 10, 2023
Energy Transfer
1.47%
▲ 42.46%
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
1.65%
▲ 56.32%
2
Buy
Sep 23, 2022
International Business Machines
5.15%
▲ 69.92%
4
Buy
Feb 18, 2022
Duke Energy
4.5%
▲ 40.71%
3
Sell
Feb 18, 2022
American Electric Power
4.49%
▲ 19.02%
3
Buy
Feb 18, 2022
Intercontinental Exchange
1.75%
▲ 26.17%
3
Buy
Feb 18, 2022
Southern Co
5.26%
▲ 70.25%
5
Sell
Feb 18, 2022