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Portafolio Fer - New Portfolio

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Portafolio Fer
Individual Investor
Ranked #64,429 out of 833,691 TipRanks' Investors
Success Rate
91%
30 out of 33
profitable transactions
Average Return
44.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.59%
6-Month Return▲ 25.27%
12-Month Return▲ 39.13%
YTD Return▲ 44.03%
Total Return▲ 71.81%

Best Trade

Opened at
Closed at-
Gain▲ 127.07%

Bio

Smart Beta Strategy

Performance

13.59%0-13.59%
▲ 11.63%
▲ 6.28%
▲ 13.59%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.86%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.28%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.68%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.26%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.38%
Nov 2025
▲ 1.45%
▲ 0.97%
▲ 0.82%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 13.59%
▲ 9.25%▲ 5.14%▲ 9.86%
▲ 7.60%▲ 2.30%▲ 5.28%
▲ 2.76%▲ 2.05%▲ 0.68%
▲ 12.88%▲ 3.56%▲ 9.33%
▲ 10.96%▲ 2.38%▲ 6.26%
▼ 3.57%▲ 0.19%▼ 1.38%
▲ 1.45%▲ 0.97%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
6.01%
▲ 112.66%
1
Open
Dec 09, 2024
Wells Fargo
▲ 43.21%
3
Close
Nov 30, 2024
Amazon
5.65%
▲ 26.25%
3
Buy
Nov 29, 2024
Broadcom
10.27%
▲ 122.56%
2
Buy
Nov 29, 2024
Costco
3.62%
▼ 6.05%
2
Buy
Nov 29, 2024
GE Aerospace
6.75%
▲ 81.80%
2
Buy
Nov 29, 2024
Alphabet Class A
6.88%
▲ 89.86%
2
Buy
Nov 29, 2024
Nvidia
7.74%
▲ 49.95%
2
Buy
Nov 29, 2024
Oracle
3.48%
▲ 27.00%
2
Buy
Nov 29, 2024
TSMC
5.05%
▲ 68.98%
2
Buy
Nov 29, 2024
Microsoft
3.73%
▲ 15.84%
2
Buy
Nov 29, 2024
Eli Lilly & Co
3.94%
▲ 26.55%
2
Buy
Nov 29, 2024
JPMorgan Chase
4.31%
▲ 47.41%
2
Buy
Nov 29, 2024
Technology Select Sector SPDR Fund
4.04%
▲ 27.77%
2
Buy
Nov 29, 2024
American Express
3.88%
▲ 26.79%
1
Open
Nov 29, 2024
Cameco
3.61%
▲ 57.43%
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