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HR-Invest - New Portfolio

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HR-Invest
Individual Investor
Ranked #46,228 out of 747,498 TipRanks' Investors
Success Rate
80%
39 out of 49
profitable transactions
Average Return
19.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.27%
6-Month Return▲ 20.63%
12-Month Return▲ 15.87%
YTD Return▲ 15.55%
Total Return▲ 35.56%

Best Trade

Opened at
Closed at-
Gain▲ 115.33%

Bio

Test

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.44%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.32%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.22%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.18%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 7.40%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.44%
▼ 1.87%▲ 1.59%▼ 4.32%
▲ 14.08%▲ 5.22%▲ 6.18%
▲ 5.05%▲ 3.27%▲ 6.22%
▼ 12.40%▼ 4.03%▼ 3.89%
▲ 11.46%▲ 5.06%▲ 6.04%
▼ 2.25%▲ 3.53%▼ 2.18%
▲ 25.65%▲ 0.88%▲ 7.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Geo Group
0%
▲ 110.57%
2
Sell
Jul 21, 2024
Omega Healthcare
6.72%
▲ 38.27%
2
Buy
Jul 21, 2024
Intel
0%
▲ 21.60%
2
Sell
Jul 21, 2024
Enbridge
12.15%
▲ 7.77%
5
Buy
May 26, 2024
Pfizer
0%
▲ 9.02%
1
Open
Jan 29, 2024
Vector Group
3.69%
▲ 31.49%
3
Buy
Nov 03, 2023
AT&T
9.14%
▲ 16.39%
3
Buy
Nov 03, 2023
Medical Properties
2%
▼ 47.34%
4
Buy
Nov 03, 2023
Altria Group
16.96%
▲ 28.17%
4
Buy
Nov 03, 2023
Simon Property
12.12%
▲ 46.67%
3
Buy
Nov 03, 2023
Verizon
13.84%
▲ 20.77%
3
Buy
Nov 03, 2023
KeyCorp
6.42%
▲ 59.22%
2
Buy
Nov 03, 2023
Leggett & Platt
0%
▼ 50.91%
1
Open
Aug 20, 2023
Walgreens Boots Alliance
0%
▼ 67.51%
1
Open
Feb 18, 2023
Manulife Financial
0%
▲ 57.21%
1
Open
Dec 26, 2022
Realty Income
▲ 13.12%
2
Close
Jul 25, 2022
FirstEnergy
▲ 5.87%
2
Close
Jul 25, 2022
Kinder Morgan
3.57%
▲ 45.29%
3
Buy
Jul 25, 2022
VICI Properties
1.89%
▲ 1.59%
1
Open
Jul 25, 2022
One Liberty Properties
0%
▲ 10.28%
1
Open
Jul 25, 2022