HFRL - New Portfolio

evelia lopez

HFRL
Individual Investor
Ranked #355,762 out of 758,358 TipRanks' Investors
Success Rate
53%
8 out of 15
profitable transactions
Average Return
1.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.53%
6-Month Return-
12-Month Return-
YTD Return▲ 2.11%
Total Return▲ 2.11%

Best Trade

Opened at
Closed at-
Gain▲ 16.63%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 3.22%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.27%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 2.17%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%▼ 3.22%
▼ 4.21%▲ 2.34%▲ 3.27%
▲ 7.84%▲ 1.66%▲ 2.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Halliburton
7.14%
▼ 0.69%
1
Open
Sep 05, 2024
Delta Air Lines
7.14%
▲ 15.06%
1
Open
Sep 03, 2024
Advanced Micro Devices
▼ 23.22%
2
Close
Aug 08, 2024
Alphabet Class C
7.14%
▼ 12.02%
1
Open
Jul 16, 2024
Microsoft
7.14%
▼ 3.70%
1
Open
Jul 16, 2024
Nvidia
7.14%
▼ 2.25%
1
Open
Jul 16, 2024
SPDR Portfolio S&P 500 ETF
7.14%
▲ 1.23%
1
Open
Jul 16, 2024
AbbVie
7.14%
▲ 13.04%
1
Open
Jul 16, 2024
Berkshire Hathaway B
7.14%
▲ 3.07%
1
Open
Jul 16, 2024
Coca-Cola
7.14%
▲ 11.93%
1
Open
Jul 16, 2024
Walmart
7.14%
▲ 16.63%
1
Open
Jul 16, 2024
AT&T
7.14%
▲ 14.38%
1
Open
Jul 16, 2024
Bank of America
7.14%
▼ 10.48%
1
Open
Jul 16, 2024
TJX Companies
7.14%
▲ 3.06%
1
Open
Jul 16, 2024
Amazon
7.14%
▼ 0.25%
1
Open
Jul 16, 2024