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HR-Invest - New Portfolio

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HR-Invest
Individual Investor
Ranked #55,265 out of 822,163 TipRanks' Investors
Success Rate
78%
47 out of 60
profitable transactions
Average Return
42.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.77%
6-Month Return▲ 20.14%
12-Month Return▲ 22.82%
YTD Return▲ 21.99%
Total Return▲ 82.07%

Best Trade

Opened at
Closed at-
Gain▲ 142.35%

Bio

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Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.80%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.29%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 0.76%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.48%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.23%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.20%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.09%
Sep 2025
▲ 4.95%
▲ 0.44%
▼ 0.94%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 1.80%
▲ 0.80%▼ 0.87%▼ 2.29%
▲ 11.63%▲ 6.28%▼ 0.76%
▲ 9.25%▲ 5.14%▲ 0.48%
▲ 7.60%▲ 2.30%▲ 1.23%
▲ 2.76%▲ 2.05%▲ 7.20%
▲ 12.88%▲ 3.56%▲ 2.09%
▲ 4.95%▲ 0.44%▼ 0.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APA
3.69%
▲ 72.73%
1
Open
Apr 05, 2025
Pfizer
4.64%
▼ 3.82%
3
Buy
Jan 26, 2025
Verizon
12.2%
▲ 22.45%
4
Buy
Jan 26, 2025
Ares Capital
4.68%
▼ 4.53%
2
Buy
Jan 26, 2025
Blue Owl Capital
1.85%
▼ 8.04%
1
Open
Jan 26, 2025
Kinder Morgan
▲ 97.69%
4
Close
Jan 12, 2025
Kodiak Gas Services, Inc.
▲ 48.00%
2
Close
Jan 12, 2025
Geo Group
▲ 95.23%
3
Close
Oct 20, 2024
Altria Group
19.64%
▲ 80.34%
5
Buy
Oct 20, 2024
VICI Properties
2.83%
▲ 9.22%
2
Buy
Oct 20, 2024
One Liberty Properties
▲ 20.66%
2
Close
Oct 20, 2024
Manulife Financial
▲ 84.05%
2
Close
Oct 20, 2024
Intel
▼ 15.25%
3
Close
Oct 20, 2024
Walgreens Boots Alliance
▼ 68.43%
2
Close
Oct 20, 2024
Vector Group
▲ 68.55%
5
Close
Oct 04, 2024
Leggett & Platt
▼ 50.95%
2
Close
Aug 23, 2024
Pfizer
▲ 4.76%
2
Close
Aug 23, 2024
Omega Healthcare
5.44%
▲ 47.88%
2
Buy
Jul 21, 2024
Enbridge
11.66%
▲ 57.43%
5
Buy
May 26, 2024
AT&T
8.86%
▲ 66.70%
3
Buy
Nov 03, 2023