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HFRL - New Portfolio

evelia lopez

HFRL
Individual Investor
Ranked #286,752 out of 793,549 TipRanks' Investors
Success Rate
64%
14 out of 22
profitable transactions
Average Return
3.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.11%
6-Month Return▲ 3.91%
12-Month Return-
YTD Return▼ 1.86%
Total Return▲ 6.46%

Best Trade

Opened at
Closed at-
Gain▲ 31.03%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.27%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.44%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.56%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 0.34%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.11%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 5.11%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.27%
▲ 2.93%▲ 2.10%▲ 2.92%
▲ 10.00%▼ 0.89%▼ 0.44%
▲ 26.01%▲ 5.96%▲ 5.56%
▲ 5.34%▼ 2.41%▲ 0.34%
▲ 5.88%▲ 2.69%▲ 3.32%
▼ 12.86%▼ 1.27%▲ 0.11%
▲ 5.30%▼ 4.02%▼ 5.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
6.67%
▼ 11.50%
3
Open
Oct 11, 2024
Coca-Cola
6.67%
▲ 7.25%
3
Open
Oct 11, 2024
AT&T
6.67%
▲ 24.22%
3
Open
Oct 11, 2024
Bank of America
6.67%
▼ 3.63%
3
Open
Oct 11, 2024
TJX Companies
6.67%
▲ 3.83%
3
Open
Oct 11, 2024
Halliburton
6.67%
▼ 6.30%
3
Open
Oct 11, 2024
Broadcom
6.67%
▼ 0.65%
1
Open
Oct 11, 2024
Delta Air Lines
6.67%
▲ 14.07%
1
Open
Sep 03, 2024
Advanced Micro Devices
▼ 23.22%
2
Close
Aug 08, 2024
Alphabet Class C
6.67%
▼ 9.57%
1
Open
Jul 16, 2024
Microsoft
6.67%
▼ 12.74%
1
Open
Jul 16, 2024
SPDR Portfolio S&P 500 ETF
6.67%
▲ 2.02%
1
Open
Jul 16, 2024
AbbVie
6.67%
▲ 21.05%
1
Open
Jul 16, 2024
Berkshire Hathaway B
6.67%
▲ 21.49%
1
Open
Jul 16, 2024
Walmart
6.67%
▲ 22.70%
1
Open
Jul 16, 2024
Amazon
6.67%
▲ 4.20%
1
Open
Jul 16, 2024