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HFRL - New Portfolio

evelia lopez

HFRL
Individual Investor
Ranked #276,475 out of 769,632 TipRanks' Investors
Success Rate
68%
15 out of 22
profitable transactions
Average Return
4.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.98%
6-Month Return-
12-Month Return-
YTD Return▲ 6.62%
Total Return▲ 6.62%

Best Trade

Opened at
Closed at-
Gain▲ 49.93%

Bio

Performance

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.27%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.92%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.52%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 4.19%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▼ 3.22%
▼ 4.22%▲ 2.34%▲ 3.27%
▲ 7.82%▲ 2.10%▲ 2.92%
▲ 5.70%▼ 0.89%▼ 0.52%
▲ 37.30%▲ 4.73%▲ 4.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
6.67%
▼ 1.05%
3
Open
Oct 11, 2024
Coca-Cola
6.67%
▲ 2.11%
3
Open
Oct 11, 2024
AT&T
6.67%
▲ 12.94%
3
Open
Oct 11, 2024
Bank of America
6.67%
▲ 0.75%
3
Open
Oct 11, 2024
TJX Companies
6.67%
▲ 4.45%
3
Open
Oct 11, 2024
Halliburton
6.67%
▲ 3.30%
3
Open
Oct 11, 2024
Broadcom
6.67%
▼ 9.51%
1
Open
Oct 11, 2024
Delta Air Lines
6.67%
▲ 49.93%
1
Open
Sep 03, 2024
Advanced Micro Devices
▼ 23.22%
2
Close
Aug 08, 2024
Alphabet Class C
6.67%
▼ 10.09%
1
Open
Jul 16, 2024
Microsoft
6.67%
▼ 6.88%
1
Open
Jul 16, 2024
SPDR Portfolio S&P 500 ETF
6.67%
▲ 5.77%
1
Open
Jul 16, 2024
AbbVie
6.67%
▲ 5.42%
1
Open
Jul 16, 2024
Berkshire Hathaway B
6.67%
▲ 8.58%
1
Open
Jul 16, 2024
Walmart
6.67%
▲ 29.59%
1
Open
Jul 16, 2024
Amazon
6.67%
▲ 2.12%
1
Open
Jul 16, 2024