INVESTMENT in 2025
This page summarizes monthly returns of the investment portfolio of the Hoperation Fund in 2025, with screenshots of its investment account. Each screenshot gives the initial and final balance of a month, with cash inflow (capital from contributors and fundraising events) and cash outflow (capital requested back by contributors, or capital withdrawn to donate charitable organizations).
2025 overview
As of March 31, 2025, the Hoperation Fund's investment portfolio has achieved a Year-to-Date return of -2.79% in 2025. Since its inception in June 2023, the portfolio has generated a cumulative return of 69.7%, significantly outpacing the major benchmarks such as the SPY (S&P 500 Index ETF) and the QQQ (Nasdaq 100 Index ETF).
2025.1
In January, our investment portfolio achieved a 1.79% return, increasing the Hoperation Fund's balance to $23,202.36.
The portfolio allocated 3% of capital to purchase BLDR for a short-term trade, along with other short-term traded ETFs.
2025.2
In February, the Hoperation Fund's investment portfolio recorded a -1.03% return, bringing the total balance to $23,919.77.
The portfolio sold BLDR and other short-term traded ETFs, while also reducing holdings in technology stocks.
Additionally, NVO was purchased with 1% of capital, and the portfolio now maintains 16% in cash.
2025.3
In March, the Hoperation Fund's investment portfolio posted a -3.50% return, closing the month with a total balance of $23,082.73.
15% of capital has been used for hedging. The portfolio now maintains 3% in cash.