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New Portfolio - New Portfolio

PerformancePortfolio Details

haroldgarren

New Portfolio
Individual Investor
Ranked #19,674 out of 775,923 TipRanks' Investors
Success Rate
77%
71 out of 92
profitable transactions
Average Return
36.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.39%
6-Month Return▲ 6.48%
12-Month Return▲ 12.17%
YTD Return▲ 11.37%
Total Return▲ 76.33%

Best Trade

AssetExxon Mobil (XOM)
Opened at
Closed at-
Gain▲ 251.26%

Bio

Dividend based with some growth for retired investor.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.56%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.90%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.08%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.82%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.34%
▼ 2.25%▲ 3.53%▲ 0.27%
▲ 25.71%▲ 1.21%▲ 5.13%
▼ 4.22%▲ 2.34%▲ 3.64%
▲ 7.82%▲ 2.10%▲ 2.56%
▲ 5.38%▼ 0.89%▼ 1.90%
▲ 43.22%▲ 5.96%▲ 4.08%
▲ 3.34%▼ 1.56%▼ 6.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TU
Telus
―
▲ 7.16%
5
Close
Sep 16, 2024
AAPL
Apple
5.44%
▲ 112.47%
6
Sell
Jun 26, 2024
RIO
Rio Tinto
1%
▼ 9.30%
4
Open
Jun 26, 2024
T
AT&T
2.68%
▲ 32.93%
7
Buy
Mar 14, 2024
MU
Micron
―
▲ 11.41%
5
Close
Dec 21, 2023
O
Realty Income
2.26%
▲ 3.89%
5
Buy
Oct 26, 2023
GM
General Motors
―
▲ 11.97%
4
Close
Aug 21, 2023
AA
Alcoa
―
▼ 13.05%
2
Close
Aug 21, 2023
VZ
Verizon
2.56%
▼ 15.86%
3
Sell
Aug 10, 2023
HBI
Hanesbrands
―
▼ 25.15%
2
Close
Aug 10, 2023
MDT
Medtronic
0.87%
▲ 1.65%
1
Open
Aug 10, 2023
ET
Energy Transfer
1.61%
▲ 71.00%
1
Open
Jan 25, 2023
BA
Boeing
―
▼ 7.57%
4
Close
Jan 13, 2023
LMT
Lockheed Martin
―
▲ 42.96%
3
Close
Jan 13, 2023
MSFT
Microsoft
―
▼ 3.79%
3
Close
Jan 13, 2023
OMF
OneMain Holdings
1.67%
▲ 70.31%
2
Buy
Sep 23, 2022
IBM
International Business Machines
6.21%
▲ 115.97%
4
Buy
Feb 18, 2022
DUK
Duke Energy
4.63%
▲ 55.50%
3
Sell
Feb 18, 2022
AEP
American Electric Power
4.51%
▲ 28.46%
3
Buy
Feb 18, 2022
ICE
Intercontinental Exchange
1.77%
▲ 35.12%
3
Buy
Feb 18, 2022