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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #225,280 out of 812,140 TipRanks' Investors
Success Rate
74%
14 out of 19
profitable transactions
Average Return
20.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.58%
6-Month Return▲ 16.61%
12-Month Return-
YTD Return▲ 21.04%
Total Return▲ 21.04%

Best Trade

Opened at
Closed at-
Gain▲ 64.99%

Bio

Smart Beta Strategy

Performance

27.86%0-27.86%
▲ 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%
▲ 3.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 16.09%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.02%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 5.75%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 0.21%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 2.07%
▼ 12.86%▼ 1.27%▼ 3.94%
▼ 1.80%▼ 5.57%▼ 10.62%
▲ 1.84%▼ 0.87%▲ 3.41%
▲ 12.20%▲ 6.28%▲ 16.09%
▲ 6.24%▲ 5.14%▲ 9.02%
▲ 27.86%▲ 2.30%▲ 5.75%
▲ 0.42%▲ 0.11%▼ 0.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Technology Select Sector SPDR Fund
2.5%
▲ 10.55%
2
Sell
Feb 06, 2025
Interactive Brokers
2.64%
▲ 12.16%
1
Open
Feb 06, 2025
GE Aerospace
9.82%
▲ 56.44%
2
Buy
Jan 14, 2025
Oracle
9.63%
▲ 60.51%
2
Buy
Jan 14, 2025
Samsara
0.94%
▼ 16.51%
1
Open
Jan 14, 2025
Amazon
7.5%
▼ 2.33%
1
Open
Jan 04, 2025
AppLovin
4.47%
▲ 10.04%
1
Open
Jan 04, 2025
Broadcom
12.28%
▲ 28.29%
1
Open
Jan 04, 2025
American Express
4.15%
▼ 1.53%
1
Open
Jan 04, 2025
Cameco
4.1%
▲ 39.66%
1
Open
Jan 04, 2025
Costco
5.69%
▲ 5.37%
1
Open
Jan 04, 2025
Alphabet Class A
5.94%
▼ 0.16%
1
Open
Jan 04, 2025
JPMorgan Chase
5.34%
▲ 22.30%
1
Open
Jan 04, 2025
Eli Lilly & Co
3.81%
▼ 2.08%
1
Open
Jan 04, 2025
Microsoft
5.57%
▲ 23.16%
1
Open
Jan 04, 2025
Nvidia
10.17%
▲ 20.09%
1
Open
Jan 04, 2025
TSMC
5.45%
▲ 5.78%
1
Open
Jan 04, 2025