tiprankstipranks
Trending News
More News >

Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #203,867 out of 808,802 TipRanks' Investors
Success Rate
79%
15 out of 19
profitable transactions
Average Return
18.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.93%
6-Month Return▲ 19.44%
12-Month Return-
YTD Return▲ 18.64%
Total Return▲ 18.64%

Best Trade

Opened at
Closed at-
Gain▲ 60.05%

Bio

Smart Beta Strategy

Performance

16.09%0-16.09%
▲ 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
▲ 1.84%
▼ 0.87%
▲ 3.14%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 16.09%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.02%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 3.72%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%▲ 2.07%
▼ 12.86%▼ 1.27%▼ 3.94%
▼ 1.80%▼ 5.57%▼ 10.62%
▲ 1.84%▼ 0.87%▲ 3.14%
▲ 12.20%▲ 6.28%▲ 16.09%
▲ 6.24%▲ 5.14%▲ 9.02%
▲ 14.83%▲ 1.65%▲ 3.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Technology Select Sector SPDR Fund
2.09%
▲ 9.72%
2
Sell
Feb 06, 2025
Interactive Brokers
2.07%
▲ 4.45%
1
Open
Feb 06, 2025
GE Aerospace
7.9%
▲ 49.54%
2
Buy
Jan 14, 2025
Oracle
7.86%
▲ 55.71%
2
Buy
Jan 14, 2025
Samsara
0.82%
▼ 13.37%
1
Open
Jan 14, 2025
Amazon
6.35%
▼ 1.64%
1
Open
Jan 04, 2025
AppLovin
3.5%
▲ 2.49%
1
Open
Jan 04, 2025
Broadcom
9.82%
▲ 21.82%
1
Open
Jan 04, 2025
American Express
3.73%
▲ 5.07%
1
Open
Jan 04, 2025
Cameco
3.51%
▲ 42.15%
1
Open
Jan 04, 2025
Costco
4.71%
▲ 3.50%
1
Open
Jan 04, 2025
Alphabet Class A
4.68%
▼ 6.53%
1
Open
Jan 04, 2025
JPMorgan Chase
4.47%
▲ 21.69%
1
Open
Jan 04, 2025
Eli Lilly & Co
3.27%
▼ 0.09%
1
Open
Jan 04, 2025
Microsoft
4.57%
▲ 20.06%
1
Open
Jan 04, 2025
Nvidia
8.25%
▲ 15.79%
1
Open
Jan 04, 2025
TSMC
4.87%
▲ 12.28%
1
Open
Jan 04, 2025