tiprankstipranks

Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #200,032 out of 863,620 TipRanks' Investors
Success Rate
70%
48 out of 69
profitable transactions
Average Return
15.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.16%
6-Month Return▲ 10.27%
12-Month Return▲ 46.40%
YTD Return▲ 8.39%
Total Return▲ 49.17%

Best Trade

Opened at
Closed at-
Gain▲ 95.43%

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
▼ 1.26%
▼ 0.86%
▲ 0.04%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 5.63%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 11.70%
Apr 2026
▲ 10.00%
▲ 3.75%
▲ 2.53%
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%
▼ 1.26%▼ 0.86%▲ 0.04%
▼ 0.25%▼ 4.94%▼ 5.63%
▲ 16.06%▲ 10.51%▲ 11.70%
▲ 10.00%▲ 3.75%▲ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
▲ 23.72%
3
Close
Jan 20, 2026
Costco
5.89%
▲ 11.34%
4
Buy
Jan 20, 2026
Interactive Brokers
2.62%
▲ 14.12%
4
Buy
Jan 20, 2026
Walmart
7.24%
▲ 7.24%
4
Buy
Jan 20, 2026
Amazon
6.42%
▲ 14.06%
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
3.31%
▲ 15.45%
1
Open
Jan 12, 2026
Broadcom
10.16%
▲ 40.16%
3
Buy
Jan 07, 2026
Cameco
3.89%
▲ 39.53%
3
Buy
Jan 07, 2026
GE Aerospace
6.14%
▲ 36.07%
4
Buy
Jan 07, 2026
Alphabet Class A
9.16%
▲ 56.54%
3
Buy
Jan 07, 2026
JPMorgan Chase
4.42%
▲ 7.94%
3
Buy
Jan 07, 2026
Microsoft
4.08%
▼ 10.49%
3
Buy
Jan 07, 2026
Nvidia
8.65%
▲ 26.57%
3
Buy
Jan 07, 2026