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(capital from contributors and fundraising events) and cash outflow (capital requested back by contributors, or capital withdrawn to donate charitable organizations).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 July 31, 2025, the Year-to-Date (YTD) return of the Hoperation Fund investment portfolio was 7.68%. Since its inception in June 2023, the portfolio has delivered a cumulative return of 87.9%, significantly outperforming major benchmarks such as the SPY (S&P 500 Index ETF) and QQQ (Nasdaq-100 Index ETF), which returned 55.3% and 64.9%, respectively.
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.
2025.4
In April, the Hoperation Fund’s investment portfolio recorded a return of -4.20%, ending the month with a total balance of $22,113.73.
During the month, the portfolio exited its position in SYF and added exposure to the gold ETF IAUM, as well as increased its holdings in SQQQ. By month-end, approximately 19% of the capital was allocated to hedging positions.
2025.5
In May, the Hoperation Fund’s investment portfolio achieved a return of 3.91%, closing the month with a total balance of $22,977.96.
During the month, the portfolio exited positions in SQQQ, IAUM, and all energy stocks. It then realized gains through trades in TQQQ and increased its holdings in technology companies, including NVIDIA, Meta, and Alphabet. Additionally, the fund initiated a new position in QLD, allocating 21% of capital to the trade.
2025.6
In June, the Hoperation Fund’s investment portfolio achieved a return of 9.05%, closing the month with a total balance of $25058.18.
During the month, the portfolio underwent minor adjustments in technology holdings, including the sale of some GOOGL shares and the purchase of additional shares in NVDA and META.
2025.7
In July, the investment portfolio delivered a 2.04% return. During the month, the portfolio closed all positions in the finance sector to free up capital for a donation, while the remaining cash was used to increase holdings in existing positions and to initiate a new position in ASML.
This month also saw capital inflows from our recent fundraising activity ($71.66) and a contribution of $700, alongside a capital outflow for our donation to the Libuton Elementary School.