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HR-Invest - New Portfolio

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HR-Invest
Individual Investor
Ranked #24,320 out of 793,836 TipRanks' Investors
Success Rate
80%
47 out of 59
profitable transactions
Average Return
35.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.88%
6-Month Return▲ 12.93%
12-Month Return▲ 33.26%
YTD Return▲ 12.90%
Total Return▲ 68.69%

Best Trade

Opened at
Closed at-
Gain▲ 123.96%

Bio

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Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.70%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.70%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.75%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.17%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.26%
Feb 2025
▼ 1.65%
▼ 6.20%
▲ 0.88%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.57%
▲ 2.93%▲ 2.10%▲ 4.70%
▲ 10.00%▼ 0.89%▲ 0.70%
▲ 26.01%▲ 5.96%▲ 4.75%
▲ 5.33%▼ 2.41%▼ 5.17%
▲ 5.89%▲ 2.69%▲ 4.34%
▼ 12.86%▼ 1.27%▲ 7.26%
▼ 1.65%▼ 6.20%▲ 0.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
4.8%
▼ 10.97%
3
Buy
Jan 26, 2025
Verizon
14.25%
▲ 28.71%
4
Buy
Jan 26, 2025
Ares Capital
5.61%
▲ 1.75%
2
Buy
Jan 26, 2025
Blue Owl Capital
2.39%
▲ 1.68%
1
Open
Jan 26, 2025
Kinder Morgan
▲ 97.69%
4
Close
Jan 12, 2025
Kodiak Gas Services, Inc.
▲ 48.00%
2
Close
Jan 12, 2025
Geo Group
▲ 95.23%
3
Close
Oct 20, 2024
Altria Group
18.44%
▲ 52.19%
5
Buy
Oct 20, 2024
VICI Properties
3.05%
▲ 6.34%
2
Buy
Oct 20, 2024
One Liberty Properties
▲ 20.66%
2
Close
Oct 20, 2024
Manulife Financial
▲ 84.05%
2
Close
Oct 20, 2024
Intel
▼ 15.25%
3
Close
Oct 20, 2024
Walgreens Boots Alliance
▼ 68.43%
2
Close
Oct 20, 2024
Vector Group
▲ 68.55%
5
Close
Oct 04, 2024
Leggett & Platt
▼ 50.95%
2
Close
Aug 23, 2024
Pfizer
▲ 4.76%
2
Close
Aug 23, 2024
Omega Healthcare
5.43%
▲ 32.44%
2
Buy
Jul 21, 2024
Enbridge
11.28%
▲ 37.44%
5
Buy
May 26, 2024
AT&T
10.28%
▲ 75.94%
3
Buy
Nov 03, 2023
Medical Properties
1.92%
▼ 30.38%
4
Buy
Nov 03, 2023