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Portafolio Fer - New Portfolio

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Portafolio Fer
Individual Investor
Ranked #377,242 out of 797,085 TipRanks' Investors
Success Rate
46%
15 out of 33
profitable transactions
Average Return
1.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.53%
6-Month Return▼ 1.47%
12-Month Return-
YTD Return▼ 6.39%
Total Return▲ 11.83%

Best Trade

Opened at
Closed at
Gain▲ 43.21%

Bio

Smart Beta Strategy

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 4.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.53%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.94%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 1.66%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 4.75%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.63%
Mar 2025
▲ 3.42%
▼ 1.56%
▲ 2.77%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.69%
▲ 10.00%▼ 0.89%▲ 1.53%
▲ 25.97%▲ 5.96%▲ 5.94%
▲ 5.39%▼ 2.41%▲ 1.66%
▲ 6.04%▲ 2.69%▲ 4.75%
▼ 12.86%▼ 1.27%▼ 3.77%
▼ 1.80%▼ 5.57%▼ 9.63%
▲ 3.42%▼ 1.56%▲ 2.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
3.17%
▼ 19.18%
1
Open
Dec 09, 2024
Wells Fargo
▲ 43.21%
3
Close
Nov 30, 2024
Amazon
6.38%
▲ 2.78%
3
Buy
Nov 29, 2024
Broadcom
7.84%
▲ 21.80%
2
Buy
Nov 29, 2024
Costco
5.74%
▲ 6.96%
2
Buy
Nov 29, 2024
GE Aerospace
5.89%
▲ 14.02%
2
Buy
Nov 29, 2024
Alphabet Class A
4.92%
▼ 2.45%
2
Buy
Nov 29, 2024
Nvidia
6.3%
▼ 12.04%
2
Buy
Nov 29, 2024
Oracle
3.43%
▼ 10.31%
2
Buy
Nov 29, 2024
TSMC
3.9%
▼ 6.74%
2
Buy
Nov 29, 2024
Microsoft
4.16%
▼ 7.26%
2
Buy
Nov 29, 2024
Eli Lilly & Co
4.51%
▲ 3.86%
2
Buy
Nov 29, 2024
JPMorgan Chase
4.47%
▲ 9.10%
2
Buy
Nov 29, 2024
Technology Select Sector SPDR Fund
4%
▼ 9.16%
2
Buy
Nov 29, 2024
American Express
3.73%
▼ 12.59%
1
Open
Nov 29, 2024
Cameco
2.36%
▼ 26.01%
1
Open
Nov 29, 2024
Bank of America
▲ 4.58%
3
Close
Oct 07, 2024
Constellation Energy Corporation
▲ 31.93%
3
Close
Sep 21, 2024
General Motors
▲ 7.15%
3
Close
Sep 13, 2024
Micron
▼ 6.38%
3
Close
Sep 13, 2024