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HR-Invest - New Portfolio

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HR-Invest
Individual Investor
Ranked #36,596 out of 803,748 TipRanks' Investors
Success Rate
78%
47 out of 60
profitable transactions
Average Return
34.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.06%
6-Month Return▲ 10.46%
12-Month Return▲ 32.13%
YTD Return▲ 11.04%
Total Return▲ 65.72%

Best Trade

Opened at
Closed at
Gain▲ 115.52%

Bio

Test

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.75%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.28%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.80%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.28%
Apr 2025
▲ 12.21%
▲ 6.28%
▼ 0.76%
May 2025
▲ 3.57%
▲ 1.29%
▲ 0.37%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.75%
▲ 5.10%▼ 2.41%▼ 5.28%
▲ 6.03%▲ 2.69%▲ 4.47%
▼ 12.86%▼ 1.27%▲ 7.26%
▼ 1.80%▼ 5.57%▲ 1.80%
▲ 1.83%▼ 0.87%▼ 2.28%
▲ 12.21%▲ 6.28%▼ 0.76%
▲ 3.57%▲ 1.29%▲ 0.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APA
3.27%
▲ 42.75%
1
Open
Apr 05, 2025
Pfizer
4.58%
▼ 11.68%
3
Buy
Jan 26, 2025
Verizon
13.39%
▲ 25.19%
4
Buy
Jan 26, 2025
Ares Capital
5.36%
▲ 1.27%
2
Buy
Jan 26, 2025
Blue Owl Capital
2.27%
▲ 1.20%
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
18.62%
▲ 56.54%
5
Buy
Oct 20, 2024
VICI Properties
3%
▲ 6.70%
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%
▲ 31.12%
2
Buy
Jul 21, 2024
Enbridge
11.62%
▲ 46.48%
5
Buy
May 26, 2024
AT&T
10.09%
▲ 77.86%
3
Buy
Nov 03, 2023