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HR-Invest - New Portfolio

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HR-Invest
Individual Investor
Ranked #40,438 out of 815,638 TipRanks' Investors
Success Rate
80%
48 out of 60
profitable transactions
Average Return
41.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.49%
6-Month Return▲ 6.88%
12-Month Return▲ 26.84%
YTD Return▲ 19.77%
Total Return▲ 78.75%

Best Trade

Opened at
Closed at-
Gain▲ 128.60%

Bio

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Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 4.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.80%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.29%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 0.76%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.49%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 1.23%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 6.43%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.47%
▼ 12.86%▼ 1.27%▲ 7.26%
▼ 1.80%▼ 5.57%▲ 1.80%
▲ 1.84%▼ 0.87%▼ 2.29%
▲ 12.20%▲ 6.28%▼ 0.76%
▲ 6.24%▲ 5.14%▲ 0.49%
▲ 27.88%▲ 2.30%▲ 1.23%
▲ 6.60%▲ 2.07%▲ 6.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APA
3.28%
▲ 55.58%
1
Open
Apr 05, 2025
Pfizer
4.37%
▼ 8.22%
3
Buy
Jan 26, 2025
Verizon
12.86%
▲ 30.93%
4
Buy
Jan 26, 2025
Ares Capital
5.18%
▲ 4.94%
2
Buy
Jan 26, 2025
Blue Owl Capital
2.06%
▲ 1.14%
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
19.29%
▲ 76.83%
5
Buy
Oct 20, 2024
VICI Properties
2.94%
▲ 13.64%
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
5.57%
▲ 53.57%
2
Buy
Jul 21, 2024
Enbridge
11.06%
▲ 51.58%
5
Buy
May 26, 2024
AT&T
9.71%
▲ 85.18%
3
Buy
Nov 03, 2023