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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #234,317 out of 825,786 TipRanks' Investors
Success Rate
67%
29 out of 43
profitable transactions
Average Return
19.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.65%
6-Month Return▲ 55.64%
12-Month Return-
YTD Return▲ 41.05%
Total Return▲ 41.05%

Best Trade

Opened at
Closed at-
Gain▲ 94.62%

Bio

Smart Beta Strategy

Performance

16.09%0-16.09%
▼ 6.38%
▼ 5.57%
▼ 10.62%
Mar 2025
▲ 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
▲ 12.92%
▲ 3.18%
▲ 4.65%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 10.62%
▲ 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%
▲ 12.92%▲ 3.18%▲ 4.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apollo Global Management
0.22%
▼ 0.10%
1
Open
Oct 24, 2025
PulteGroup
0.21%
▼ 1.91%
1
Open
Oct 24, 2025
Amazon
4.99%
▲ 2.88%
2
Buy
Sep 24, 2025
AppLovin
4.74%
▲ 38.08%
2
Buy
Sep 24, 2025
Broadcom
9.94%
▲ 39.09%
2
Buy
Sep 24, 2025
American Express
▲ 13.45%
2
Close
Sep 24, 2025
Cameco
4.74%
▲ 61.50%
2
Buy
Sep 24, 2025
Costco
3.79%
▼ 2.11%
2
Buy
Sep 24, 2025
GE Aerospace
7.01%
▲ 55.46%
3
Buy
Sep 24, 2025
Alphabet Class A
6.37%
▲ 25.51%
2
Buy
Sep 24, 2025
JPMorgan Chase
4.63%
▲ 13.41%
2
Buy
Sep 24, 2025
Eli Lilly & Co
5.24%
▲ 9.05%
3
Buy
Sep 24, 2025
Microsoft
5.1%
▲ 16.71%
2
Buy
Sep 24, 2025
Nvidia
10.04%
▲ 27.79%
2
Buy
Sep 24, 2025
Oracle
7.83%
▲ 44.88%
3
Buy
Sep 24, 2025
TSMC
5.3%
▲ 24.26%
2
Buy
Sep 24, 2025
Technology Select Sector SPDR Fund
▲ 17.19%
3
Close
Sep 24, 2025
Samsara
1%
▼ 2.14%
2
Buy
Sep 24, 2025
Interactive Brokers
▲ 13.43%
2
Close
Sep 24, 2025
Walmart
1.17%
▼ 0.26%
1
Open
Sep 24, 2025