tiprankstipranks

New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #49,952 out of 769,002 TipRanks' Investors
Success Rate
78%
42 out of 54
profitable transactions
Average Return
28.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.72%
6-Month Return▲ 10.15%
12-Month Return▲ 34.11%
YTD Return▲ 21.87%
Total Return▲ 87.39%

Best Trade

Opened at
Closed at-
Gain▲ 240.87%

Bio

Large Cap Value with a nice dividend

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.20%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.80%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 1.60%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.77%
▲ 11.46%▲ 5.06%▲ 2.68%
▼ 2.25%▲ 3.53%▲ 0.27%
▲ 25.72%▲ 1.21%▲ 8.47%
▼ 4.22%▲ 2.34%▲ 5.06%
▲ 7.82%▲ 2.10%▼ 0.20%
▲ 5.70%▼ 0.89%▼ 0.80%
▲ 23.63%▲ 3.84%▼ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Emerson Electric Company
2.86%
▲ 18.05%
1
Open
Nov 04, 2024
Gilead Sciences
5.33%
▲ 17.35%
4
Buy
Nov 01, 2024
Oneok
5.2%
▲ 32.72%
2
Buy
Oct 11, 2024
Barrick Gold
6.73%
▲ 5.14%
5
Buy
Sep 10, 2024
Coca-Cola
2.84%
▲ 9.00%
2
Buy
Apr 16, 2024
International Flavors & Fragrances
▲ 3.11%
3
Close
Feb 21, 2024
Alexandria Equities
3.93%
▼ 8.03%
2
Buy
Feb 14, 2024
Kimberly Clark
▲ 0.73%
2
Close
Jan 30, 2024
General Dynamics
4.16%
▲ 10.99%
1
Open
Dec 27, 2023
Merck & Company
3.71%
▼ 8.03%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
10.24%
▲ 52.39%
2
Buy
Dec 18, 2023
Eastman Chemical
▲ 8.30%
2
Close
Nov 22, 2023
Northern Oil And Gas
▲ 14.19%
3
Close
Oct 30, 2023
Medtronic
6.29%
▲ 1.59%
2
Buy
Oct 24, 2023
TotalEnergies
▲ 16.60%
3
Close
Oct 21, 2023
RTX
8.95%
▲ 53.35%
4
Buy
Oct 20, 2023
GE Healthcare Technologies Inc
▲ 28.31%
4
Close
Aug 02, 2023
Truist Financial
6.95%
▲ 27.79%
4
Buy
Jul 28, 2023
Citizens Financial
6.94%
▲ 51.06%
2
Buy
Jun 02, 2023