tiprankstipranks

New Portfolio - New Portfolio

bill@playhardertours.com

New Portfolio
Individual Investor
Ranked #26,789 out of 747,498 TipRanks' Investors
Success Rate
86%
43 out of 50
profitable transactions
Average Return
25.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.90%
6-Month Return▲ 14.64%
12-Month Return▲ 25.04%
YTD Return▲ 14.94%
Total Return▲ 76.72%

Best Trade

Opened at
Closed at-
Gain▲ 204.32%

Bio

Large Cap Value with a nice dividend

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 7.25%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.00%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.71%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.25%
▼ 1.87%▲ 1.59%▲ 2.00%
▲ 14.08%▲ 5.22%▼ 0.66%
▲ 5.05%▲ 3.27%▲ 8.20%
▼ 12.40%▼ 4.03%▼ 2.77%
▲ 11.46%▲ 5.06%▲ 2.68%
▼ 2.25%▲ 3.53%▲ 0.27%
▲ 25.65%▲ 0.88%▲ 4.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oneok
2.85%
▲ 6.11%
1
Open
Apr 19, 2024
Coca-Cola
3.34%
▲ 12.21%
2
Buy
Apr 16, 2024
International Flavors & Fragrances
▲ 3.11%
3
Close
Feb 21, 2024
Alexandria Equities
5.34%
▲ 9.22%
2
Buy
Feb 14, 2024
Kimberly Clark
▲ 0.73%
2
Close
Jan 30, 2024
General Dynamics
4.92%
▲ 13.68%
1
Open
Dec 27, 2023
Merck & Company
5.37%
▲ 17.92%
1
Open
Dec 27, 2023
Exxon Mobil
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
11.12%
▲ 42.73%
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
6.78%
▼ 4.76%
2
Buy
Oct 24, 2023
TotalEnergies
▲ 16.60%
3
Close
Oct 21, 2023
Raytheon Technologies
8.77%
▲ 30.91%
4
Buy
Oct 20, 2023
GE Healthcare Technologies Inc
▲ 28.31%
4
Close
Aug 02, 2023
Truist Financial
7.24%
▲ 18.20%
4
Buy
Jul 28, 2023
Citizens Financial
7%
▲ 31.66%
2
Buy
Jun 02, 2023
Amgen
5.65%
▲ 59.44%
1
Open
Jun 01, 2023
Southern Co
▲ 13.32%
4
Close
Jan 31, 2023
Barrick Gold
6.28%
▲ 11.09%
4
Buy
Jan 24, 2023