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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #357,681 out of 783,334 TipRanks' Investors
Success Rate
61%
11 out of 18
profitable transactions
Average Return
1.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.42%
6-Month Return-
12-Month Return-
YTD Return▼ 1.42%
Total Return▼ 1.42%

Best Trade

Opened at
Closed at-
Gain▲ 15.74%

Bio

Smart Beta Strategy

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
Nov 2024
▲ 5.93%
▼ 2.41%
Dec 2024
▲ 3.19%
▲ 2.68%
▼ 1.42%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.04%▲ 5.96%
▲ 5.93%▼ 2.41%
▲ 3.19%▲ 2.68%▼ 1.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Aerospace
7.01%
▲ 14.01%
2
Buy
Jan 14, 2025
Oracle
6.05%
▲ 0.84%
2
Buy
Jan 14, 2025
Samsara
1.25%
▲ 15.74%
1
Open
Jan 14, 2025
Amazon
7.48%
▲ 4.16%
1
Open
Jan 04, 2025
AppLovin
3.95%
▲ 3.21%
1
Open
Jan 04, 2025
Broadcom
8.3%
▼ 12.72%
1
Open
Jan 04, 2025
American Express
4.24%
▲ 4.43%
1
Open
Jan 04, 2025
Cameco
2.55%
▼ 8.65%
1
Open
Jan 04, 2025
Costco
5.44%
▲ 4.48%
1
Open
Jan 04, 2025
Alphabet Class A
5.76%
▼ 0.74%
1
Open
Jan 04, 2025
JPMorgan Chase & Co.
4.65%
▲ 10.68%
1
Open
Jan 04, 2025
Eli Lilly & Co
3.98%
▲ 5.09%
1
Open
Jan 04, 2025
Microsoft
4.16%
▲ 3.38%
1
Open
Jan 04, 2025
Nvidia
6.68%
▼ 17.22%
1
Open
Jan 04, 2025
TSMC
4.64%
▼ 8.04%
1
Open
Jan 04, 2025
Technology Select Sector SPDR Fund
4.21%
▼ 2.94%
1
Open
Jan 04, 2025