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HR-Invest - New Portfolio

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HR-Invest
Individual Investor
Ranked #29,060 out of 796,015 TipRanks' Investors
Success Rate
75%
45 out of 60
profitable transactions
Average Return
30.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.58%
6-Month Return▲ 7.15%
12-Month Return▲ 36.40%
YTD Return▲ 7.87%
Total Return▲ 61.18%

Best Trade

Opened at
Closed at
Gain▲ 115.52%

Bio

Test

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.70%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.70%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.75%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.17%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.81%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 5.44%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.70%
▲ 10.00%▼ 0.89%▲ 0.70%
▲ 25.98%▲ 5.96%▲ 4.75%
▲ 5.34%▼ 2.41%▼ 5.17%
▲ 5.99%▲ 2.69%▲ 4.47%
▼ 12.86%▼ 1.27%▲ 7.26%
▼ 1.80%▼ 5.57%▲ 1.81%
▼ 6.01%▼ 3.62%▼ 5.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APA
2.41%
▼ 0.47%
1
Open
Apr 05, 2025
Pfizer
4.35%
▼ 20.75%
3
Buy
Jan 26, 2025
Verizon
14.38%
▲ 29.46%
4
Buy
Jan 26, 2025
Ares Capital
5.22%
▼ 7.17%
2
Buy
Jan 26, 2025
Blue Owl Capital
2.22%
▼ 4.97%
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
18.6%
▲ 50.54%
5
Buy
Oct 20, 2024
VICI Properties
3.11%
▲ 6.47%
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
5.56%
▲ 32.96%
2
Buy
Jul 21, 2024
Enbridge
11.45%
▲ 36.88%
5
Buy
May 26, 2024
AT&T
10.23%
▲ 73.51%
3
Buy
Nov 03, 2023