New Portfolio - New Portfolio

Fernando Perez

New Portfolio
Individual Investor
Ranked #227,909 out of 766,001 TipRanks' Investors
Success Rate
62%
33 out of 53
profitable transactions
Average Return
7.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.03%
6-Month Return-
12-Month Return-
YTD Return▲ 8.99%
Total Return▲ 8.99%

Best Trade

Opened at
Closed at-
Gain▲ 46.57%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 4.84%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.29%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.68%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.51%
Oct 2024
▲ 6.70%
▲ 4.74%
▲ 6.91%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▼ 1.16%
▼ 2.25%▲ 3.53%▲ 8.53%
▲ 25.72%▲ 1.21%▼ 4.84%
▼ 4.21%▲ 2.34%▼ 1.29%
▲ 7.82%▲ 2.10%▲ 1.68%
▲ 6.02%▼ 0.89%▼ 0.51%
▲ 6.70%▲ 4.74%▲ 6.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
0%
▲ 7.68%
1
Open
Oct 14, 2024
Rani Therapeutics Holdings
0%
▼ 24.21%
1
Open
Oct 13, 2024
Tesla
0%
▲ 46.57%
1
Open
Oct 13, 2024
Chevron
0%
▲ 3.84%
1
Open
Oct 07, 2024
Meta Platforms
0%
▲ 0.78%
1
Open
Oct 07, 2024
Exxon Mobil
0%
▼ 0.34%
1
Open
Oct 02, 2024
Netflix
0%
▲ 12.09%
1
Open
Sep 30, 2024
Alphabet Class C
0%
▲ 9.91%
1
Open
Sep 24, 2024
Microsoft
0%
▲ 2.19%
1
Open
Aug 26, 2024
Invesco QQQ Trust
0%
▲ 8.31%
1
Open
Aug 26, 2024
SPDR S&P 500 ETF Trust
0%
▲ 7.00%
1
Open
Aug 26, 2024
Amazon
0%
▲ 18.62%
1
Open
Aug 26, 2024
Apple
0%
▲ 4.45%
3
Open
Aug 12, 2024
Nvidia
29.28%
▲ 31.40%
4
Buy
Aug 02, 2024
Applied Materials
2.54%
▼ 9.25%
3
Buy
Jul 27, 2024
ARM Holdings PLC ADR
1.95%
▲ 14.15%
3
Buy
Jul 27, 2024
Broadcom
24.28%
▲ 32.66%
3
Buy
Jul 27, 2024
KLA
18.18%
▼ 10.27%
3
Buy
Jul 27, 2024
Microchip
0.96%
▼ 20.72%
3
Buy
Jul 27, 2024
Marvell
1.24%
▲ 35.27%
3
Buy
Jul 27, 2024