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H2 Financial - New Portfolio

PerformancePortfolio Details

Jorge Haedo

H2 Financial
Individual Investor
Ranked #278,607 out of 775,923 TipRanks' Investors
Success Rate
60%
34 out of 57
profitable transactions
Average Return
3.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.23%
6-Month Return-
12-Month Return-
YTD Return▲ 15.40%
Total Return▲ 15.40%

Best Trade

AssetPlug Power (PLUG)
Opened at
Closed at
Gain▲ 47.14%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.33%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.69%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.92%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.45%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.09%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%▲ 6.33%
▼ 4.22%▲ 2.34%▼ 0.77%
▲ 7.82%▲ 2.10%▲ 0.69%
▲ 5.38%▼ 0.89%▲ 2.92%
▲ 43.22%▲ 5.96%▲ 5.45%
▲ 3.34%▼ 1.56%▲ 0.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVDA
Nvidia
1.01%
▲ 2.62%
6
Open
Nov 25, 2024
GSK
GlaxoSmithKline
0.67%
▼ 1.61%
1
Open
Nov 25, 2024
AMD
Advanced Micro Devices
1.21%
▲ 8.40%
5
Open
Nov 20, 2024
DD
DuPont de Nemours
1.04%
▼ 3.76%
3
Buy
Nov 20, 2024
MSFT
Microsoft
1.47%
▲ 3.87%
2
Buy
Nov 20, 2024
AMZN
Amazon
1.5%
▲ 15.57%
2
Buy
Nov 20, 2024
AOMR
Angel Oak Mortgage
0.67%
▼ 0.65%
1
Open
Nov 20, 2024
RPRX
Royalty Pharma
1.03%
▼ 4.96%
1
Open
Nov 20, 2024
HD
Home Depot
1.04%
▼ 1.85%
1
Open
Nov 20, 2024
PPG
PPG Industries
1.02%
▼ 0.89%
1
Open
Nov 20, 2024
CLPR
Clipper Realty
1.02%
▲ 13.95%
1
Open
Nov 20, 2024
DHR
Danaher
0.86%
▼ 1.95%
1
Open
Nov 20, 2024
LLY
Eli Lilly & Co
0.55%
▲ 1.90%
1
Open
Nov 20, 2024
STZ
Constellation Brands
0.35%
▼ 5.06%
1
Open
Nov 20, 2024
BLK
BlackRock
0.19%
▲ 0.89%
1
Open
Nov 20, 2024
CTRA
Coterra Energy
―
▲ 6.17%
5
Close
Nov 15, 2024
EPD
Enterprise Products Partners
―
▲ 9.13%
2
Close
Nov 11, 2024
DIS
Walt Disney
―
▲ 12.95%
2
Close
Nov 11, 2024
VTWO
Vanguard Russell 2000 ETF
―
▲ 14.66%
2
Close
Nov 11, 2024
ARCO
Arcos Dorados Holdings
―
▲ 17.52%
2
Close
Oct 04, 2024