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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #432,887 out of 797,085 TipRanks' Investors
Success Rate
26%
5 out of 19
profitable transactions
Average Return
-9.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.38%
6-Month Return-
12-Month Return-
YTD Return▼ 10.01%
Total Return▼ 10.01%

Best Trade

Opened at
Closed at-
Gain▲ 15.81%

Bio

Smart Beta Strategy

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.39%
▼ 2.41%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 2.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.62%
Mar 2025
▲ 3.42%
▼ 1.56%
▲ 2.69%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 25.97%▲ 5.96%
▲ 5.39%▼ 2.41%
▲ 6.04%▲ 2.69%▲ 2.07%
▼ 12.86%▼ 1.27%▼ 3.94%
▼ 1.80%▼ 5.57%▼ 10.62%
▲ 3.42%▼ 1.56%▲ 2.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Technology Select Sector SPDR Fund
2.08%
▼ 12.53%
2
Sell
Feb 06, 2025
Interactive Brokers
1.84%
▼ 25.74%
1
Open
Feb 06, 2025
GE Aerospace
7.51%
▲ 13.84%
2
Buy
Jan 14, 2025
Oracle
5.46%
▼ 13.50%
2
Buy
Jan 14, 2025
Samsara
1.05%
▼ 10.49%
1
Open
Jan 14, 2025
Amazon
6.69%
▼ 16.97%
1
Open
Jan 04, 2025
AppLovin
3.32%
▼ 22.00%
1
Open
Jan 04, 2025
Broadcom
8.22%
▼ 18.41%
1
Open
Jan 04, 2025
American Express
3.9%
▼ 11.99%
1
Open
Jan 04, 2025
Cameco
2.47%
▼ 19.74%
1
Open
Jan 04, 2025
Costco
6.02%
▲ 6.02%
1
Open
Jan 04, 2025
Alphabet Class A
5.15%
▼ 17.64%
1
Open
Jan 04, 2025
JPMorgan Chase
4.68%
▲ 1.74%
1
Open
Jan 04, 2025
Eli Lilly & Co
4.74%
▲ 15.81%
1
Open
Jan 04, 2025
Microsoft
4.36%
▼ 8.23%
1
Open
Jan 04, 2025
Nvidia
6.6%
▼ 25.70%
1
Open
Jan 04, 2025
TSMC
4.08%
▼ 24.73%
1
Open
Jan 04, 2025