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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #191,740 out of 861,012 TipRanks' Investors
Success Rate
70%
48 out of 69
profitable transactions
Average Return
14.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.21%
6-Month Return▲ 5.50%
12-Month Return▲ 54.26%
YTD Return▲ 6.48%
Total Return▲ 46.54%

Best Trade

Opened at
Closed at-
Gain▲ 120.46%

Bio

Smart Beta Strategy

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 4.18%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.03%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.20%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.26%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 0.02%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 5.50%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 11.70%
Apr 2026
▲ 1.37%
▲ 0.28%
▲ 0.59%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 4.18%
▼ 3.68%▲ 0.19%▼ 2.03%
▼ 0.10%▲ 0.08%▼ 0.20%
▲ 4.06%▲ 1.47%▲ 0.26%
▼ 1.33%▼ 0.86%▲ 0.02%
▲ 0.52%▼ 4.94%▼ 5.50%
▲ 16.06%▲ 10.51%▲ 11.70%
▲ 1.37%▲ 0.28%▲ 0.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
▲ 23.72%
3
Close
Jan 20, 2026
Costco
5.88%
▲ 9.54%
4
Buy
Jan 20, 2026
Interactive Brokers
2.62%
▲ 13.28%
4
Buy
Jan 20, 2026
Walmart
8.04%
▲ 17.12%
4
Buy
Jan 20, 2026
Amazon
6.56%
▲ 14.89%
4
Buy
Jan 12, 2026
Samsara
▼ 16.72%
3
Close
Jan 12, 2026
Capital One Financial
▲ 3.95%
2
Close
Jan 12, 2026
Uber Technologies
▼ 7.59%
3
Close
Jan 12, 2026
Palo Alto Networks
▼ 4.24%
3
Close
Jan 12, 2026
Apollo Global Management
▲ 7.44%
3
Close
Jan 12, 2026
PulteGroup
▲ 10.76%
2
Close
Jan 12, 2026
Nike
▲ 3.83%
2
Close
Jan 12, 2026
Philip Morris
2.96%
▲ 1.64%
1
Open
Jan 12, 2026
Broadcom
10.49%
▲ 42.58%
3
Buy
Jan 07, 2026
Cameco
4.54%
▲ 60.64%
3
Buy
Jan 07, 2026
GE Aerospace
5.89%
▲ 28.73%
4
Buy
Jan 07, 2026
Alphabet Class A
9.35%
▲ 57.65%
3
Buy
Jan 07, 2026
JPMorgan Chase
4.57%
▲ 10.09%
3
Buy
Jan 07, 2026
Microsoft
4.1%
▼ 11.77%
3
Buy
Jan 07, 2026
Nvidia
8.09%
▲ 16.65%
3
Buy
Jan 07, 2026