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Portafolio Fer - New Portfolio

E347D9B2

Portafolio Fer
Individual Investor
Ranked #426,362 out of 793,971 TipRanks' Investors
Success Rate
42%
14 out of 33
profitable transactions
Average Return
-0.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.63%
6-Month Return▲ 0.71%
12-Month Return-
YTD Return▼ 9.16%
Total Return▲ 8.52%

Best Trade

Opened at
Closed at
Gain▲ 43.21%

Bio

Smart Beta Strategy

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.53%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.94%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 1.66%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.77%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 9.63%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 4.36%
▲ 2.93%▲ 2.10%▲ 4.69%
▲ 10.00%▼ 0.89%▲ 1.53%
▲ 26.01%▲ 5.96%▲ 5.94%
▲ 5.33%▼ 2.41%▲ 1.66%
▲ 5.89%▲ 2.69%▲ 4.46%
▼ 12.86%▼ 1.27%▼ 3.77%
▼ 1.28%▼ 6.20%▼ 9.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
3.1%
▼ 22.65%
1
Open
Dec 09, 2024
Wells Fargo
▲ 43.21%
3
Close
Nov 30, 2024
Amazon
6.56%
▲ 3.47%
3
Buy
Nov 29, 2024
Broadcom
6.98%
▲ 6.04%
2
Buy
Nov 29, 2024
Costco
5.67%
▲ 3.52%
2
Buy
Nov 29, 2024
GE Aerospace
6.07%
▲ 15.01%
2
Buy
Nov 29, 2024
Alphabet Class A
4.8%
▼ 6.86%
2
Buy
Nov 29, 2024
Nvidia
6.29%
▼ 14.13%
2
Buy
Nov 29, 2024
Oracle
3.54%
▼ 9.78%
2
Buy
Nov 29, 2024
TSMC
4%
▼ 6.23%
2
Buy
Nov 29, 2024
Microsoft
4.08%
▼ 11.16%
2
Buy
Nov 29, 2024
Eli Lilly & Co
4.31%
▼ 3.02%
2
Buy
Nov 29, 2024
JPMorgan Chase
4.6%
▲ 9.21%
2
Buy
Nov 29, 2024
Technology Select Sector SPDR Fund
4.05%
▼ 10.02%
2
Buy
Nov 29, 2024
American Express
3.87%
▼ 11.49%
1
Open
Nov 29, 2024
Cameco
2.25%
▼ 30.77%
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