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Portafolio Fer - New Portfolio

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Portafolio Fer
Individual Investor
Ranked #182,570 out of 800,430 TipRanks' Investors
Success Rate
70%
23 out of 33
profitable transactions
Average Return
10.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.96%
6-Month Return▲ 5.97%
12-Month Return-
YTD Return▲ 3.30%
Total Return▲ 23.41%

Best Trade

Opened at
Closed at-
Gain▲ 48.44%

Bio

Smart Beta Strategy

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.53%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.94%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 1.66%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.75%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.63%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.96%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 10.15%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 1.53%
▲ 25.97%▲ 5.96%▲ 5.94%
▲ 5.42%▼ 2.41%▲ 1.66%
▲ 6.01%▲ 2.69%▲ 4.75%
▼ 12.86%▼ 1.27%▼ 3.77%
▼ 1.80%▼ 5.57%▼ 9.63%
▲ 1.76%▼ 0.87%▲ 2.96%
▲ 11.20%▲ 5.11%▲ 10.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
3.8%
▲ 4.62%
1
Open
Dec 09, 2024
Wells Fargo
▲ 43.21%
3
Close
Nov 30, 2024
Amazon
6.29%
▲ 9.38%
3
Buy
Nov 29, 2024
Broadcom
8.68%
▲ 45.49%
2
Buy
Nov 29, 2024
Costco
5.57%
▲ 12.23%
2
Buy
Nov 29, 2024
GE Aerospace
6.43%
▲ 34.20%
2
Buy
Nov 29, 2024
Alphabet Class A
4.74%
▲ 1.53%
2
Buy
Nov 29, 2024
Nvidia
6.93%
▲ 4.43%
2
Buy
Nov 29, 2024
Oracle
3.6%
▲ 1.80%
2
Buy
Nov 29, 2024
TSMC
4.19%
▲ 8.32%
2
Buy
Nov 29, 2024
Microsoft
4.46%
▲ 7.31%
2
Buy
Nov 29, 2024
Eli Lilly & Co
3.43%
▼ 14.70%
2
Buy
Nov 29, 2024
JPMorgan Chase
4.44%
▲ 16.93%
2
Buy
Nov 29, 2024
Technology Select Sector SPDR Fund
4.08%
▼ 0.09%
2
Buy
Nov 29, 2024
American Express
3.73%
▼ 5.60%
1
Open
Nov 29, 2024
Cameco
2.59%
▼ 12.25%
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