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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #195,140 out of 834,043 TipRanks' Investors
Success Rate
72%
31 out of 43
profitable transactions
Average Return
17.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.30%
6-Month Return▲ 22.92%
12-Month Return-
YTD Return▲ 39.71%
Total Return▲ 39.71%

Best Trade

Opened at
Closed at-
Gain▲ 101.23%

Bio

Smart Beta Strategy

Performance

16.09%0-16.09%
▲ 11.63%
▲ 6.28%
▲ 16.09%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.02%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.47%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.60%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.18%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 2.02%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 1.30%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 16.09%
▲ 9.25%▲ 5.14%▲ 9.02%
▲ 7.60%▲ 2.30%▲ 5.75%
▲ 2.76%▲ 2.05%▲ 0.47%
▲ 12.88%▲ 3.56%▲ 10.60%
▲ 10.96%▲ 2.38%▲ 4.18%
▼ 3.57%▲ 0.19%▼ 2.02%
▲ 1.55%▲ 1.31%▲ 1.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apollo Global Management
0.28%
▲ 18.82%
1
Open
Oct 24, 2025
PulteGroup
0.22%
▼ 0.90%
1
Open
Oct 24, 2025
Amazon
5.21%
▲ 3.87%
2
Buy
Sep 24, 2025
AppLovin
5.55%
▲ 56.25%
2
Buy
Sep 24, 2025
Broadcom
9.39%
▲ 27.14%
2
Buy
Sep 24, 2025
American Express
▲ 13.45%
2
Close
Sep 24, 2025
Cameco
4.27%
▲ 40.83%
2
Buy
Sep 24, 2025
Costco
3.76%
▼ 6.17%
2
Buy
Sep 24, 2025
GE Aerospace
7.28%
▲ 55.88%
3
Buy
Sep 24, 2025
Alphabet Class A
7.53%
▲ 43.41%
2
Buy
Sep 24, 2025
JPMorgan Chase
5.15%
▲ 21.72%
2
Buy
Sep 24, 2025
Eli Lilly & Co
7.19%
▲ 44.68%
3
Buy
Sep 24, 2025
Microsoft
4.76%
▲ 5.31%
2
Buy
Sep 24, 2025
Nvidia
9.57%
▲ 17.60%
2
Buy
Sep 24, 2025
Oracle
5.83%
▲ 4.20%
3
Buy
Sep 24, 2025
TSMC
5.44%
▲ 23.60%
2
Buy
Sep 24, 2025
Technology Select Sector SPDR Fund
▲ 17.19%
3
Close
Sep 24, 2025
Samsara
0.96%
▼ 9.21%
2
Buy
Sep 24, 2025
Interactive Brokers
▲ 13.43%
2
Close
Sep 24, 2025
Walmart
1.33%
▲ 8.99%
1
Open
Sep 24, 2025