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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #307,702 out of 829,598 TipRanks' Investors
Success Rate
61%
26 out of 43
profitable transactions
Average Return
13.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.83%
6-Month Return▲ 31.14%
12-Month Return-
YTD Return▲ 33.31%
Total Return▲ 33.31%

Best Trade

Opened at
Closed at-
Gain▲ 71.29%

Bio

Smart Beta Strategy

Performance

16.09%0-16.09%
▲ 0.80%
▼ 0.87%
▲ 3.41%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 16.09%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.02%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.47%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.60%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.18%
Oct 2025
▼ 5.03%
▼ 1.95%
▼ 5.06%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 3.41%
▲ 11.63%▲ 6.28%▲ 16.09%
▲ 9.25%▲ 5.14%▲ 9.02%
▲ 7.60%▲ 2.30%▲ 5.75%
▲ 2.76%▲ 2.05%▲ 0.47%
▲ 12.88%▲ 3.56%▲ 10.60%
▲ 10.96%▲ 2.38%▲ 4.18%
▼ 5.03%▼ 1.95%▼ 5.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apollo Global Management
0.25%
▲ 4.08%
1
Open
Oct 24, 2025
PulteGroup
0.23%
▼ 1.04%
1
Open
Oct 24, 2025
Amazon
5.23%
▲ 1.09%
2
Buy
Sep 24, 2025
AppLovin
4.49%
▲ 22.46%
2
Buy
Sep 24, 2025
Broadcom
10.39%
▲ 36.20%
2
Buy
Sep 24, 2025
American Express
▲ 13.45%
2
Close
Sep 24, 2025
Cameco
3.95%
▲ 26.18%
2
Buy
Sep 24, 2025
Costco
3.93%
▼ 4.79%
2
Buy
Sep 24, 2025
GE Aerospace
7%
▲ 45.45%
3
Buy
Sep 24, 2025
Alphabet Class A
7.88%
▲ 45.63%
2
Buy
Sep 24, 2025
JPMorgan Chase
4.82%
▲ 10.62%
2
Buy
Sep 24, 2025
Eli Lilly & Co
7.36%
▲ 43.66%
3
Buy
Sep 24, 2025
Microsoft
4.77%
▲ 2.35%
2
Buy
Sep 24, 2025
Nvidia
9.45%
▲ 12.67%
2
Buy
Sep 24, 2025
Oracle
6.08%
▲ 5.40%
3
Buy
Sep 24, 2025
TSMC
5.27%
▲ 15.93%
2
Buy
Sep 24, 2025
Technology Select Sector SPDR Fund
▲ 17.19%
3
Close
Sep 24, 2025
Samsara
0.98%
▼ 9.70%
2
Buy
Sep 24, 2025
Interactive Brokers
▲ 13.43%
2
Close
Sep 24, 2025
Walmart
1.27%
▲ 1.29%
1
Open
Sep 24, 2025