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HFRL - New Portfolio

evelia lopez

HFRL
Individual Investor
Ranked #230,628 out of 781,066 TipRanks' Investors
Success Rate
73%
16 out of 22
profitable transactions
Average Return
7.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.88%
6-Month Return▲ 14.23%
12-Month Return-
YTD Return▲ 2.96%
Total Return▲ 11.85%

Best Trade

Opened at
Closed at-
Gain▲ 55.81%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 3.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.27%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.46%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.57%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.50%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.96%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▼ 3.22%
▼ 13.14%▲ 2.34%▲ 3.27%
▲ 2.93%▲ 2.10%▲ 2.92%
▲ 10.00%▼ 0.89%▼ 0.46%
▲ 26.04%▲ 5.96%▲ 5.57%
▲ 5.93%▼ 2.41%▲ 0.50%
▲ 9.79%▲ 0.95%▲ 2.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
6.67%
▼ 2.62%
3
Open
Oct 11, 2024
Coca-Cola
6.67%
▲ 1.24%
3
Open
Oct 11, 2024
AT&T
6.67%
▲ 11.52%
3
Open
Oct 11, 2024
Bank of America
6.67%
▲ 0.50%
3
Open
Oct 11, 2024
TJX Companies
6.67%
▲ 4.62%
3
Open
Oct 11, 2024
Halliburton
6.67%
▼ 0.01%
3
Open
Oct 11, 2024
Broadcom
6.67%
▲ 31.19%
1
Open
Oct 11, 2024
Delta Air Lines
6.67%
▲ 55.81%
1
Open
Sep 03, 2024
Advanced Micro Devices
▼ 23.22%
2
Close
Aug 08, 2024
Alphabet Class C
6.67%
▲ 6.76%
1
Open
Jul 16, 2024
Microsoft
6.67%
▼ 4.19%
1
Open
Jul 16, 2024
SPDR Portfolio S&P 500 ETF
6.67%
▲ 6.86%
1
Open
Jul 16, 2024
AbbVie
6.67%
▲ 3.17%
1
Open
Jul 16, 2024
Berkshire Hathaway B
6.67%
▲ 6.62%
1
Open
Jul 16, 2024
Walmart
6.67%
▲ 32.03%
1
Open
Jul 16, 2024
Amazon
6.67%
▲ 17.06%
1
Open
Jul 16, 2024