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H2 Financial - New Portfolio

PerformancePortfolio Details

Jorge Haedo

H2 Financial
Individual Investor
Ranked #159,308 out of 769,291 TipRanks' Investors
Success Rate
71%
39 out of 55
profitable transactions
Average Return
4.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.66%
6-Month Return-
12-Month Return-
YTD Return▲ 12.67%
Total Return▲ 12.67%

Best Trade

AssetPlug Power (PLUG)
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
▲ 5.70%
▼ 0.89%
▲ 2.92%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.04%
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%
▲ 5.70%▼ 0.89%▲ 2.92%
▲ 23.63%▲ 3.84%▲ 3.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
1.42%
▲ 11.72%
5
Open
Nov 20, 2024
DD
DuPont de Nemours
1.13%
▲ 2.58%
3
Buy
Nov 20, 2024
MSFT
Microsoft
1.41%
▼ 1.77%
2
Buy
Nov 20, 2024
AMZN
Amazon
1.35%
▲ 1.93%
2
Buy
Nov 20, 2024
AOMR
Angel Oak Mortgage
0.69%
▲ 1.62%
1
Open
Nov 20, 2024
RPRX
Royalty Pharma
1.1%
▲ 0.69%
1
Open
Nov 20, 2024
HD
Home Depot
1.1%
▲ 2.61%
1
Open
Nov 20, 2024
PPG
PPG Industries
1.05%
▲ 1.15%
1
Open
Nov 20, 2024
CLPR
Clipper Realty
0.91%
0.00%
1
Open
Nov 20, 2024
DHR
Danaher
0.9%
▲ 0.84%
1
Open
Nov 20, 2024
LLY
Eli Lilly & Co
0.55%
▼ 0.46%
1
Open
Nov 20, 2024
STZ
Constellation Brands
0.37%
▲ 0.42%
1
Open
Nov 20, 2024
BLK
BlackRock
0.19%
▲ 0.33%
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
NVDA
Nvidia
―
▲ 3.52%
5
Close
Oct 04, 2024
ARCO
Arcos Dorados Holdings
―
▲ 17.52%
2
Close
Oct 04, 2024
PLAY
Dave & Busters Entertainment
―
▲ 13.65%
2
Close
Oct 04, 2024