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New Portfolio - New Portfolio

haroldgarren

New Portfolio
Individual Investor
Ranked #8,129 out of 795,672 TipRanks' Investors
Success Rate
79%
81 out of 103
profitable transactions
Average Return
37.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.05%
6-Month Return▲ 2.34%
12-Month Return▲ 20.09%
YTD Return▲ 7.05%
Total Return▲ 89.17%

Best Trade

Opened at
Closed at-
Gain▲ 246.10%

Bio

Dividend based with some growth for retired investor.

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.07%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.55%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.81%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 5.26%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.55%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 25.98%▲ 5.96%▲ 4.07%
▲ 5.34%▼ 2.41%▼ 6.55%
▲ 5.99%▲ 2.69%▲ 4.82%
▼ 12.86%▼ 1.27%▲ 5.90%
▼ 1.80%▼ 5.57%▲ 1.81%
▼ 6.01%▼ 3.62%▼ 5.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
0.41%
▼ 5.74%
3
Open
Feb 19, 2025
United Parcel
▼ 10.18%
4
Close
Jan 11, 2025
CVS Health
2.85%
▲ 30.21%
4
Buy
Jan 10, 2025
Coca-Cola
2.98%
▲ 47.34%
4
Buy
Jan 10, 2025
Apple
▲ 97.74%
7
Close
Jan 10, 2025
BCE
▼ 28.27%
4
Close
Jan 10, 2025
OneMain Holdings
2.27%
▲ 29.50%
3
Buy
Jan 10, 2025
Enterprise Products Partners
4.67%
▲ 80.28%
5
Buy
Jan 10, 2025
Enbridge
3.62%
▲ 60.11%
4
Buy
Jan 10, 2025
Altria Group
6.11%
▲ 64.65%
4
Buy
Jan 10, 2025
AT&T
3.63%
▲ 54.29%
8
Buy
Jan 10, 2025
Rio Tinto
1.88%
▼ 5.85%
5
Buy
Jan 10, 2025
Mosaic Co
0.55%
▲ 8.04%
1
Open
Jan 10, 2025
Rithm Capital
0.21%
▼ 4.16%
1
Open
Jan 10, 2025
Telus
▲ 7.16%
5
Close
Sep 16, 2024
Micron
▲ 11.41%
5
Close
Dec 21, 2023
Realty Income
2.31%
▲ 12.88%
5
Buy
Oct 26, 2023
General Motors
▲ 11.97%
4
Close
Aug 21, 2023
Alcoa
▼ 13.05%
2
Close
Aug 21, 2023
Verizon
2.73%
▼ 1.97%
3
Sell
Aug 10, 2023