tiprankstipranks

New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #41,372 out of 788,370 TipRanks' Investors
Success Rate
78%
46 out of 59
profitable transactions
Average Return
32.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.89%
6-Month Return▲ 6.34%
12-Month Return▲ 28.14%
YTD Return▲ 9.63%
Total Return▲ 99.26%

Best Trade

Opened at
Closed at-
Gain▲ 282.72%

Bio

Large Cap Value with a nice dividend

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 8.47%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.20%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 1.32%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.91%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.87%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.55%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 8.47%
▼ 13.14%▲ 2.34%▲ 5.06%
▲ 2.93%▲ 2.10%▼ 0.20%
▲ 9.99%▼ 0.89%▼ 0.59%
▲ 26.03%▲ 5.96%▲ 1.32%
▲ 5.97%▼ 2.41%▼ 5.91%
▲ 5.25%▲ 2.69%▲ 5.87%
▼ 9.08%▲ 1.42%▲ 3.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gilead Sciences
7.62%
▲ 31.06%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
3.59%
▼ 3.61%
1
Open
Dec 13, 2024
United Parcel
1.61%
▼ 8.20%
1
Open
Dec 09, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
AT&T
3.69%
▲ 14.57%
1
Open
Dec 04, 2024
Emerson Electric Company
2.53%
▲ 11.89%
1
Open
Nov 04, 2024
Oneok
4.08%
▲ 16.29%
2
Buy
Oct 11, 2024
Barrick Gold
6.34%
▲ 8.04%
5
Buy
Sep 10, 2024
Coca-Cola
2.97%
▲ 23.47%
2
Buy
Apr 16, 2024
International Flavors & Fragrances
▲ 3.11%
3
Close
Feb 21, 2024
Alexandria Equities
3.31%
▼ 14.58%
2
Buy
Feb 14, 2024
Kimberly Clark
▲ 0.73%
2
Close
Jan 30, 2024
Merck & Company
3.1%
▼ 14.85%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
11.04%
▲ 77.76%
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
6.23%
▲ 9.57%
2
Buy
Oct 24, 2023
TotalEnergies
▲ 16.60%
3
Close
Oct 21, 2023