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HFRL - New Portfolio

evelia lopez

HFRL
Individual Investor
Ranked #219,361 out of 859,299 TipRanks' Investors
Success Rate
77%
24 out of 31
profitable transactions
Average Return
14.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.75%
6-Month Return▲ 11.59%
12-Month Return▲ 42.48%
YTD Return▲ 4.55%
Total Return▲ 42.43%

Best Trade

Opened at
Closed at
Gain▲ 65.67%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.18%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.08%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.48%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.14%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.23%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.17%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.77%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 5.08%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.18%
▲ 10.96%▲ 2.38%▲ 3.08%
▼ 3.68%▲ 0.19%▲ 1.48%
▼ 0.10%▲ 0.08%▲ 0.14%
▲ 4.06%▲ 1.47%▲ 3.23%
▼ 1.12%▼ 0.86%▲ 0.17%
▲ 0.60%▼ 4.94%▼ 3.77%
▲ 12.62%▲ 7.63%▲ 5.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ford Motor
10%
▲ 7.50%
1
Open
Sep 29, 2025
Alphabet Class C
10%
▲ 25.16%
3
Open
Sep 26, 2025
Coca-Cola
10%
▲ 10.03%
5
Open
Sep 26, 2025
AT&T
▲ 16.99%
5
Close
Sep 26, 2025
Amazon
10%
▲ 14.91%
3
Open
Sep 26, 2025
Conocophillips
10%
▲ 22.82%
1
Open
Sep 26, 2025
Visa
10%
▼ 5.98%
1
Open
Sep 26, 2025
Microsoft
▲ 13.42%
2
Close
Sep 02, 2025
AbbVie
▲ 29.73%
2
Close
Sep 02, 2025
Walmart
▲ 41.57%
2
Close
Sep 02, 2025
Bank of America
▲ 5.90%
4
Close
Sep 02, 2025
TJX Companies
▲ 12.57%
4
Close
Sep 02, 2025
Delta Air Lines
▲ 45.99%
2
Close
Sep 02, 2025
Halliburton
▼ 10.94%
4
Close
Sep 02, 2025
Broadcom
▲ 65.67%
2
Close
Sep 02, 2025
Vanguard Total International Stock ETF
▼ 1.36%
2
Close
Aug 29, 2025
Invesco NASDAQ 100 ETF
10%
▲ 12.43%
1
Open
Aug 19, 2025
Nvidia
10%
▲ 20.09%
3
Open
Oct 11, 2024
Advanced Micro Devices
▼ 23.22%
2
Close
Aug 08, 2024
State Street SPDR Portfolio S&P 500 ETF
10%
▲ 26.66%
1
Open
Jul 16, 2024