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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #308,358 out of 858,889 TipRanks' Investors
Success Rate
59%
41 out of 69
profitable transactions
Average Return
9.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.94%
6-Month Return▲ 3.13%
12-Month Return▲ 60.78%
YTD Return▲ 0.13%
Total Return▲ 37.81%

Best Trade

Opened at
Closed at-
Gain▲ 112.13%

Bio

Smart Beta Strategy

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 10.60%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▼ 0.18%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.37%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.74%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 10.60%
▲ 10.96%▲ 2.38%▲ 4.18%
▼ 3.68%▲ 0.19%▼ 2.03%
▼ 0.10%▲ 0.08%▼ 0.20%
▲ 4.06%▲ 1.47%▲ 0.26%
▼ 1.12%▼ 0.86%▼ 0.18%
▲ 0.60%▼ 4.94%▼ 5.37%
▲ 4.89%▲ 4.48%▲ 5.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
▲ 23.72%
3
Close
Jan 20, 2026
Costco
6.16%
▲ 7.96%
4
Buy
Jan 20, 2026
Interactive Brokers
2.46%
▲ 4.61%
4
Buy
Jan 20, 2026
Walmart
8.21%
▲ 12.82%
4
Buy
Jan 20, 2026
Amazon
6.18%
▲ 2.10%
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
3.03%
▼ 1.98%
1
Open
Jan 12, 2026
Broadcom
9.81%
▲ 25.75%
3
Buy
Jan 07, 2026
Cameco
4.64%
▲ 54.57%
3
Buy
Jan 07, 2026
GE Aerospace
6.72%
▲ 38.54%
4
Buy
Jan 07, 2026
Alphabet Class A
8.16%
▲ 29.67%
3
Buy
Jan 07, 2026
JPMorgan Chase
4.81%
▲ 9.17%
3
Buy
Jan 07, 2026
Microsoft
3.89%
▼ 21.04%
3
Buy
Jan 07, 2026
Nvidia
8.16%
▲ 10.88%
3
Buy
Jan 07, 2026