tiprankstipranks

HFRL - New Portfolio

evelia lopez

HFRL
Individual Investor
Ranked #208,620 out of 788,174 TipRanks' Investors
Success Rate
77%
17 out of 22
profitable transactions
Average Return
8.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.28%
6-Month Return▲ 18.58%
12-Month Return-
YTD Return▲ 7.10%
Total Return▲ 16.91%

Best Trade

Opened at
Closed at-
Gain▲ 50.91%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 3.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.27%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.46%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.57%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 0.98%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.01%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.99%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 3.22%
▼ 13.14%▲ 2.34%▲ 3.27%
▲ 2.93%▲ 2.10%▲ 2.92%
▲ 9.99%▼ 0.89%▼ 0.46%
▲ 26.03%▲ 5.96%▲ 5.57%
▲ 5.97%▼ 2.41%▲ 0.98%
▲ 5.25%▲ 2.69%▲ 5.01%
▼ 9.08%▲ 1.42%▲ 1.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
6.67%
▼ 1.73%
3
Open
Oct 11, 2024
Coca-Cola
6.67%
▲ 6.51%
3
Open
Oct 11, 2024
AT&T
6.67%
▲ 20.66%
3
Open
Oct 11, 2024
Bank of America
6.67%
▼ 0.98%
3
Open
Oct 11, 2024
TJX Companies
6.67%
▲ 5.28%
3
Open
Oct 11, 2024
Halliburton
6.67%
▼ 4.73%
3
Open
Oct 11, 2024
Broadcom
6.67%
▲ 25.27%
1
Open
Oct 11, 2024
Delta Air Lines
6.67%
▲ 50.91%
1
Open
Sep 03, 2024
Advanced Micro Devices
▼ 23.22%
2
Close
Aug 08, 2024
Alphabet Class C
6.67%
▲ 0.86%
1
Open
Jul 16, 2024
Microsoft
6.67%
▼ 7.38%
1
Open
Jul 16, 2024
SPDR Portfolio S&P 500 ETF
6.67%
▲ 9.15%
1
Open
Jul 16, 2024
AbbVie
6.67%
▲ 20.80%
1
Open
Jul 16, 2024
Berkshire Hathaway B
6.67%
▲ 9.77%
1
Open
Jul 16, 2024
Walmart
6.67%
▲ 39.60%
1
Open
Jul 16, 2024
Amazon
6.67%
▲ 15.47%
1
Open
Jul 16, 2024