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Portafolio Fer - New Portfolio

E347D9B2

Portafolio Fer
Individual Investor
Ranked #75,521 out of 858,889 TipRanks' Investors
Success Rate
88%
29 out of 33
profitable transactions
Average Return
40.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.41%
6-Month Return▲ 2.79%
12-Month Return▲ 55.28%
YTD Return▼ 2.71%
Total Return▲ 65.42%

Best Trade

Opened at
Closed at-
Gain▲ 142.02%

Bio

Smart Beta Strategy

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 9.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.26%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.53%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.06%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.55%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.90%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.47%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 6.57%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 9.33%
▲ 10.96%▲ 2.38%▲ 6.26%
▼ 3.68%▲ 0.19%▼ 1.53%
▼ 0.10%▲ 0.08%▼ 0.06%
▲ 4.06%▲ 1.47%▼ 0.55%
▼ 1.12%▼ 0.86%▼ 2.90%
▲ 0.60%▼ 4.94%▼ 5.47%
▲ 4.89%▲ 4.48%▲ 6.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
3.32%
▲ 14.26%
1
Open
Dec 09, 2024
Wells Fargo
▲ 43.21%
3
Close
Nov 30, 2024
Amazon
5.96%
▲ 29.64%
3
Buy
Nov 29, 2024
Broadcom
11.23%
▲ 137.22%
2
Buy
Nov 29, 2024
Costco
4.34%
▲ 9.89%
2
Buy
Nov 29, 2024
GE Aerospace
6.79%
▲ 78.12%
2
Buy
Nov 29, 2024
Alphabet Class A
7.14%
▲ 91.74%
2
Buy
Nov 29, 2024
Nvidia
7.94%
▲ 49.49%
2
Buy
Nov 29, 2024
Oracle
2.53%
▼ 9.67%
2
Buy
Nov 29, 2024
TSMC
6.48%
▲ 111.35%
2
Buy
Nov 29, 2024
Microsoft
2.92%
▼ 11.76%
2
Buy
Nov 29, 2024
Eli Lilly & Co
3.55%
▲ 11.13%
2
Buy
Nov 29, 2024
JPMorgan Chase
4.21%
▲ 41.50%
2
Buy
Nov 29, 2024
Technology Select Sector SPDR Fund
4.06%
▲ 25.01%
2
Buy
Nov 29, 2024
American Express
3.27%
▲ 4.56%
1
Open
Nov 29, 2024
Cameco
4.61%
▲ 95.57%
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