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New Portfolio - New Portfolio

Fernando Perez

New Portfolio
Individual Investor
Ranked #504,560 out of 793,101 TipRanks' Investors
Success Rate
45%
24 out of 53
profitable transactions
Average Return
-4.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.67%
6-Month Return▼ 7.20%
12-Month Return-
YTD Return▼ 6.97%
Total Return▼ 5.91%

Best Trade

Opened at
Closed at-
Gain▲ 46.45%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.29%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.68%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.90%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 0.85%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.25%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 2.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.22%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.75%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.29%
▲ 2.93%▲ 2.10%▲ 1.68%
▲ 10.00%▼ 0.89%▼ 0.90%
▲ 26.01%▲ 5.96%▲ 0.85%
▲ 5.39%▼ 2.41%▼ 1.25%
▲ 5.83%▲ 2.69%▲ 2.01%
▼ 12.86%▼ 1.27%▼ 6.22%
▲ 2.82%▼ 4.80%▼ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
0%
▲ 3.99%
1
Open
Oct 14, 2024
Rani Therapeutics Holdings
0%
▼ 53.77%
1
Open
Oct 13, 2024
Tesla
0%
▲ 27.03%
1
Open
Oct 13, 2024
Chevron
0%
▲ 11.54%
1
Open
Oct 07, 2024
Meta Platforms
0%
▲ 6.01%
1
Open
Oct 07, 2024
Exxon Mobil
0%
▼ 3.06%
1
Open
Oct 02, 2024
Netflix
0%
▲ 37.04%
1
Open
Sep 30, 2024
Alphabet Class C
0%
▲ 4.08%
1
Open
Sep 24, 2024
Microsoft
0%
▼ 4.55%
1
Open
Aug 26, 2024
Invesco QQQ Trust
0%
▲ 3.69%
1
Open
Aug 26, 2024
SPDR S&P 500 ETF Trust
0%
▲ 3.34%
1
Open
Aug 26, 2024
Amazon
0%
▲ 15.82%
1
Open
Aug 26, 2024
Apple
0%
▲ 1.69%
3
Open
Aug 12, 2024
Nvidia
27.24%
▲ 8.08%
4
Buy
Aug 02, 2024
Applied Materials
2.32%
▼ 26.43%
3
Buy
Jul 27, 2024
ARM Holdings PLC ADR
1.87%
▼ 3.37%
3
Buy
Jul 27, 2024
Broadcom
28.61%
▲ 38.94%
3
Buy
Jul 27, 2024
KLA
21.77%
▼ 4.53%
3
Buy
Jul 27, 2024
Microchip
0.81%
▼ 40.52%
3
Buy
Jul 27, 2024
Marvell
1.09%
▲ 4.98%
3
Buy
Jul 27, 2024