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Portafolio Fer - New Portfolio

Jose Fernando Guzman Lerma

Portafolio Fer
Individual Investor
Ranked #171,763 out of 770,014 TipRanks' Investors
Success Rate
83%
15 out of 18
profitable transactions
Average Return
11.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.43% NVDA
9.74% GE
9.52% AMZN
9.33% COST
9.11% AVGO
50.87% Others
By Assets
83.66% Stocks
10.88% Cash
5.46% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
37.54% Technology
18.85% Consumer Cyclical
13.19% Financial
9.74% Industrials
8.64% Communication Services
12.06% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AMZN
Amazon
$205.62
$4.17
(2.07%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
AVGO
Broadcom
$163.62
$1.2
(0.73%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
COST
Costco
$966.26
$5.37
(0.56%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$425.74B
63.02%
GE
GE Aerospace
$183.77
$3.56
(1.98%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$195.04B
51.00%
GOOGL
Alphabet Class A
$169.10
$1.45
(0.86%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
22.65%
NVDA
Nvidia
$136.59
$0.57
(0.42%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
ORCL
Oracle
$190.35
$2.36
(1.26%)
premium
19 Buy
13 Hold
0 Sell
Moderate Buy
premium
$520.93B
61.71%
TSM
Taiwan Semiconductor Manufacturing
$182.60
$2.48
(1.34%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$821.92B
89.19%
WFC
Wells Fargo
$77.84
$0.945
(1.23%)
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$256.04B
79.17%
MSFT
Microsoft
$425.44
$6.65
(1.59%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
LLY
Eli Lilly & Co
$795.00
$40
(5.3%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$716.73B
24.44%
JPM
JPMorgan Chase & Co.
$249.59
$0.695
(0.28%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$704.65B
61.88%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$233.99
$0.4
(0.17%)
premium
747 Buy
382 Hold
49 Sell
Moderate Buy
premium
$73.03B
26.68%