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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #21,707 out of 731,395 TipRanks' Investors
Success Rate
82 out of 127
profitable transactions
profitable transactions
Average Return
38.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.38%
6-Month Return▲ 19.92%
12-Month Return▲ 21.43%
YTD Return▲ 2.25%
Total Return▲ 42.51%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 6.99%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.78%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.99%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.13%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.63%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.01%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.87%
Apr 2024
▼ 4.52%▼ 4.74%▼ 6.99%
▼ 6.45%▼ 2.17%▼ 3.78%
▲ 9.22%▲ 9.13%▲ 11.99%
▲ 5.14%▲ 4.57%▲ 8.65%
▼ 1.87%▲ 1.59%▼ 1.13%
▲ 14.08%▲ 5.22%▲ 5.63%
▲ 5.05%▲ 3.27%▲ 4.01%
▼ 12.40%▼ 4.03%▼ 5.87%