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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #236,228 out of 805,660 TipRanks' Investors
Success Rate
74%
14 out of 19
profitable transactions
Average Return
12.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.18%
6-Month Return-
12-Month Return-
YTD Return▲ 13.20%
Total Return▲ 13.20%

Best Trade

Opened at
Closed at-
Gain▲ 47.86%

Bio

Smart Beta Strategy

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.62%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 3.24%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 16.09%
May 2025
▲ 3.20%
▲ 4.12%
▲ 7.77%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%▲ 2.07%
▼ 12.86%▼ 1.27%▼ 3.94%
▼ 1.80%▼ 5.57%▼ 10.62%
▲ 1.83%▼ 0.87%▲ 3.24%
▲ 12.21%▲ 6.28%▲ 16.09%
▲ 3.20%▲ 4.12%▲ 7.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Technology Select Sector SPDR Fund
2.09%
▲ 5.39%
2
Sell
Feb 06, 2025
Interactive Brokers
1.96%
▼ 5.17%
1
Open
Feb 06, 2025
GE Aerospace
8.04%
▲ 46.02%
2
Buy
Jan 14, 2025
Oracle
6.91%
▲ 31.32%
2
Buy
Jan 14, 2025
Samsara
0.88%
▼ 10.08%
1
Open
Jan 14, 2025
Amazon
6.59%
▼ 1.89%
1
Open
Jan 04, 2025
AppLovin
3.34%
▼ 5.96%
1
Open
Jan 04, 2025
Broadcom
9.6%
▲ 14.55%
1
Open
Jan 04, 2025
American Express
3.9%
▲ 5.42%
1
Open
Jan 04, 2025
Cameco
3.43%
▲ 33.68%
1
Open
Jan 04, 2025
Costco
5.07%
▲ 6.88%
1
Open
Jan 04, 2025
Alphabet Class A
4.74%
▼ 9.10%
1
Open
Jan 04, 2025
JPMorgan Chase
4.61%
▲ 19.94%
1
Open
Jan 04, 2025
Eli Lilly & Co
3.47%
▲ 1.74%
1
Open
Jan 04, 2025
Microsoft
4.61%
▲ 16.36%
1
Open
Jan 04, 2025
Nvidia
7.83%
▲ 5.59%
1
Open
Jan 04, 2025
TSMC
4.72%
▲ 4.50%
1
Open
Jan 04, 2025