tiprankstipranks

New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #54,501 out of 775,923 TipRanks' Investors
Success Rate
76%
45 out of 59
profitable transactions
Average Return
23.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.29%
6-Month Return▲ 9.21%
12-Month Return▲ 20.51%
YTD Return▲ 19.66%
Total Return▲ 83.83%

Best Trade

Opened at
Closed at-
Gain▲ 222.47%

Bio

Large Cap Value with a nice dividend

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 8.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.20%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.80%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.32%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.64%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.68%
▼ 2.25%▲ 3.53%▲ 0.27%
▲ 25.71%▲ 1.21%▲ 8.47%
▼ 4.22%▲ 2.34%▲ 5.06%
▲ 7.82%▲ 2.10%▼ 0.20%
▲ 5.38%▼ 0.89%▼ 0.80%
▲ 43.22%▲ 5.96%▲ 1.32%
▲ 3.34%▼ 1.56%▼ 4.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gilead Sciences
7%
▲ 13.40%
6
Buy
Dec 16, 2024
Amgen
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
3.81%
▼ 6.33%
1
Open
Dec 13, 2024
United Parcel
1.9%
▼ 2.22%
1
Open
Dec 09, 2024
General Dynamics
▲ 10.04%
2
Close
Dec 04, 2024
AT&T
3.44%
▼ 3.31%
1
Open
Dec 04, 2024
Emerson Electric Company
2.81%
▲ 13.47%
1
Open
Nov 04, 2024
Oneok
4.54%
▲ 17.38%
2
Buy
Oct 11, 2024
Barrick Gold
5.84%
▼ 8.73%
5
Buy
Sep 10, 2024
Coca-Cola
2.84%
▲ 8.24%
2
Buy
Apr 16, 2024
International Flavors & Fragrances
▲ 3.11%
3
Close
Feb 21, 2024
Alexandria Equities
3.75%
▼ 12.56%
2
Buy
Feb 14, 2024
Kimberly Clark
▲ 0.73%
2
Close
Jan 30, 2024
Merck & Company
3.7%
▼ 6.72%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
10.46%
▲ 54.42%
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
6.12%
▼ 2.13%
2
Buy
Oct 24, 2023
TotalEnergies
▲ 16.60%
3
Close
Oct 21, 2023