H2 Financial - New Portfolio

Jorge Haedo

H2 Financial
Individual Investor
Ranked #160,557 out of 766,394 TipRanks' Investors
Success Rate
74%
31 out of 42
profitable transactions
Average Return
5.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.26%
6-Month Return-
12-Month Return-
YTD Return▲ 13.92%
Total Return▲ 13.92%

Best Trade

Opened at
Closed at
Gain▲ 47.14%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.33%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.69%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.92%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 4.19%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 6.33%
▼ 4.22%▲ 2.34%▼ 0.77%
▲ 7.82%▲ 2.10%▲ 0.69%
▲ 6.02%▼ 0.89%▲ 2.92%
▲ 22.71%▲ 5.30%▲ 4.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
▲ 9.13%
2
Close
Nov 11, 2024
Walt Disney
▲ 12.95%
2
Close
Nov 11, 2024
Vanguard Russell 2000 ETF
▲ 14.66%
2
Close
Nov 11, 2024
Nvidia
▲ 3.52%
5
Close
Oct 04, 2024
Advanced Micro Devices
▲ 15.65%
4
Close
Oct 04, 2024
Arcos Dorados Holdings
▲ 17.52%
2
Close
Oct 04, 2024
Dave & Busters Entertainment
▲ 13.65%
2
Close
Oct 04, 2024
Coterra Energy
7.03%
▲ 4.60%
4
Buy
Sep 20, 2024
NEXTracker, Inc. Class A
1.91%
▼ 4.64%
4
Buy
Sep 12, 2024
DuPont de Nemours
0.97%
▲ 4.42%
2
Buy
Sep 12, 2024
Microsoft
0.54%
▼ 2.11%
1
Open
Sep 12, 2024
Amazon
0.51%
▲ 10.61%
1
Open
Sep 12, 2024
Fidelity Wise Origin Bitcoin Fund
▼ 2.56%
3
Close
Aug 21, 2024
The Estée Lauder Companies
▼ 13.56%
3
Close
Aug 21, 2024
Conocophillips
▼ 1.23%
3
Close
Aug 21, 2024
Alibaba
▲ 12.89%
2
Close
Aug 16, 2024
Nike
▲ 6.61%
3
Close
Aug 14, 2024
AllianceBernstein
▲ 4.04%
2
Close
Aug 14, 2024
Abbott Laboratories
▲ 8.43%
2
Close
Aug 02, 2024
Rogers Communication
▲ 5.78%
3
Close
Aug 02, 2024