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New Portfolio - New Portfolio

Fernando Perez

New Portfolio
Individual Investor
Ranked #320,166 out of 781,066 TipRanks' Investors
Success Rate
55%
29 out of 53
profitable transactions
Average Return
8.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.83%
6-Month Return▲ 1.74%
12-Month Return-
YTD Return▲ 5.97%
Total Return▲ 5.76%

Best Trade

Opened at
Closed at-
Gain▲ 94.61%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 8.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 4.84%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.29%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.68%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.90%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 0.85%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.55%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 5.97%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 8.53%
▲ 8.13%▲ 1.21%▼ 4.84%
▼ 13.14%▲ 2.34%▼ 1.29%
▲ 2.93%▲ 2.10%▲ 1.68%
▲ 10.00%▼ 0.89%▼ 0.90%
▲ 26.04%▲ 5.96%▲ 0.85%
▲ 5.93%▼ 2.41%▼ 2.55%
▲ 9.79%▲ 0.95%▲ 5.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
0%
▲ 11.64%
1
Open
Oct 14, 2024
Rani Therapeutics Holdings
0%
▼ 58.81%
1
Open
Oct 13, 2024
Tesla
0%
▲ 94.61%
1
Open
Oct 13, 2024
Chevron
0%
▲ 7.94%
1
Open
Oct 07, 2024
Meta Platforms
0%
▲ 4.87%
1
Open
Oct 07, 2024
Exxon Mobil
0%
▼ 6.81%
1
Open
Oct 02, 2024
Netflix
0%
▲ 20.98%
1
Open
Sep 30, 2024
Alphabet Class C
0%
▲ 20.86%
1
Open
Sep 24, 2024
Microsoft
0%
▲ 3.97%
1
Open
Aug 26, 2024
Invesco QQQ Trust
0%
▲ 10.09%
1
Open
Aug 26, 2024
SPDR S&P 500 ETF Trust
0%
▲ 7.25%
1
Open
Aug 26, 2024
Amazon
0%
▲ 28.74%
1
Open
Aug 26, 2024
Apple
0%
▲ 5.84%
3
Open
Aug 12, 2024
Nvidia
26.79%
▲ 22.58%
4
Buy
Aug 02, 2024
Applied Materials
2.49%
▼ 9.02%
3
Buy
Jul 27, 2024
ARM Holdings PLC ADR
1.94%
▲ 15.53%
3
Buy
Jul 27, 2024
Broadcom
30.8%
▲ 71.98%
3
Buy
Jul 27, 2024
KLA
19.65%
▼ 0.85%
3
Buy
Jul 27, 2024
Microchip
0.75%
▼ 36.49%
3
Buy
Jul 27, 2024
Marvell
1.62%
▲ 80.01%
3
Buy
Jul 27, 2024