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New Portfolio - New Portfolio

Fernando Perez

New Portfolio
Individual Investor
Ranked #361,048 out of 770,014 TipRanks' Investors
Success Rate
55%
29 out of 53
profitable transactions
Average Return
2.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.34%
6-Month Return-
12-Month Return-
YTD Return▲ 3.26%
Total Return▲ 3.26%

Best Trade

Opened at
Closed at-
Gain▲ 54.49%

Bio

Performance

35.03%0-35.03%
▼ 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
▼ 4.22%
▲ 2.34%
▼ 1.29%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.68%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 1.49%
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%
▼ 4.22%▲ 2.34%▼ 1.29%
▲ 7.82%▲ 2.10%▲ 1.68%
▲ 5.70%▼ 0.89%▼ 0.70%
▲ 35.03%▲ 5.08%▲ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
0%
▲ 13.34%
1
Open
Oct 14, 2024
Rani Therapeutics Holdings
0%
▼ 34.59%
1
Open
Oct 13, 2024
Tesla
0%
▲ 54.49%
1
Open
Oct 13, 2024
Chevron
0%
▲ 7.20%
1
Open
Oct 07, 2024
Meta Platforms
0%
▼ 3.36%
1
Open
Oct 07, 2024
Exxon Mobil
0%
▼ 0.46%
1
Open
Oct 02, 2024
Netflix
0%
▲ 22.04%
1
Open
Sep 30, 2024
Alphabet Class C
0%
▲ 3.54%
1
Open
Sep 24, 2024
Microsoft
0%
▲ 1.48%
1
Open
Aug 26, 2024
Invesco QQQ Trust
0%
▲ 6.72%
1
Open
Aug 26, 2024
SPDR S&P 500 ETF Trust
0%
▲ 6.88%
1
Open
Aug 26, 2024
Amazon
0%
▲ 14.79%
1
Open
Aug 26, 2024
Apple
0%
▲ 7.17%
3
Open
Aug 12, 2024
Nvidia
29.92%
▲ 21.07%
4
Buy
Aug 02, 2024
Applied Materials
2.52%
▼ 17.31%
3
Buy
Jul 27, 2024
ARM Holdings PLC ADR
1.99%
▲ 8.11%
3
Buy
Jul 27, 2024
Broadcom
24%
▲ 19.06%
3
Buy
Jul 27, 2024
KLA
18.4%
▼ 15.61%
3
Buy
Jul 27, 2024
Microchip
1%
▼ 23.48%
3
Buy
Jul 27, 2024
Marvell
1.36%
▲ 33.02%
3
Buy
Jul 27, 2024