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HR-Invest - New Portfolio

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HR-Invest
Individual Investor
Ranked #34,337 out of 801,724 TipRanks' Investors
Success Rate
78%
47 out of 60
profitable transactions
Average Return
33.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.36%
6-Month Return▲ 4.79%
12-Month Return▲ 27.97%
YTD Return▲ 10.63%
Total Return▲ 65.10%

Best Trade

Opened at
Closed at
Gain▲ 115.52%

Bio

Test

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.70%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.75%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.28%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.80%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.28%
Apr 2025
▲ 9.95%
▲ 6.28%
▼ 0.76%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.70%
▲ 25.97%▲ 5.96%▲ 4.75%
▲ 5.42%▼ 2.41%▼ 5.28%
▲ 6.01%▲ 2.69%▲ 4.47%
▼ 12.86%▼ 1.27%▲ 7.26%
▼ 1.80%▼ 5.57%▲ 1.80%
▲ 1.76%▼ 0.87%▼ 2.28%
▲ 9.95%▲ 6.28%▼ 0.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APA
2.65%
▲ 15.57%
1
Open
Apr 05, 2025
Pfizer
4.4%
▼ 15.46%
3
Buy
Jan 26, 2025
Verizon
13.71%
▲ 27.95%
4
Buy
Jan 26, 2025
Ares Capital
5.5%
▲ 1.48%
2
Buy
Jan 26, 2025
Blue Owl Capital
2.28%
▲ 1.62%
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
18.9%
▲ 58.63%
5
Buy
Oct 20, 2024
VICI Properties
2.97%
▲ 5.34%
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
5.19%
▲ 31.05%
2
Buy
Jul 21, 2024
Enbridge
11.6%
▲ 45.88%
5
Buy
May 26, 2024
AT&T
9.97%
▲ 75.40%
3
Buy
Nov 03, 2023