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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #307,058 out of 802,564 TipRanks' Investors
Success Rate
63%
12 out of 19
profitable transactions
Average Return
6.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.01%
6-Month Return-
12-Month Return-
YTD Return▲ 7.19%
Total Return▲ 7.19%

Best Trade

Opened at
Closed at-
Gain▲ 46.36%

Bio

Smart Beta Strategy

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.43%
▼ 2.41%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.62%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 3.20%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 16.09%
May 2025
▲ 0.43%
▲ 0.62%
▲ 2.10%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.43%▼ 2.41%
▲ 5.99%▲ 2.69%▲ 2.07%
▼ 12.86%▼ 1.27%▼ 3.94%
▼ 1.80%▼ 5.57%▼ 10.62%
▲ 1.76%▼ 0.87%▲ 3.20%
▲ 12.21%▲ 6.28%▲ 16.09%
▲ 0.43%▲ 0.62%▲ 2.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Technology Select Sector SPDR Fund
2.06%
▼ 0.92%
2
Sell
Feb 06, 2025
Interactive Brokers
1.96%
▼ 9.13%
1
Open
Feb 06, 2025
GE Aerospace
8.33%
▲ 44.53%
2
Buy
Jan 14, 2025
Oracle
5.89%
▲ 6.90%
2
Buy
Jan 14, 2025
Samsara
1.1%
▲ 7.29%
1
Open
Jan 14, 2025
Amazon
6.43%
▼ 8.66%
1
Open
Jan 04, 2025
AppLovin
4.34%
▲ 16.68%
1
Open
Jan 04, 2025
Broadcom
9.71%
▲ 10.28%
1
Open
Jan 04, 2025
American Express
3.81%
▼ 1.64%
1
Open
Jan 04, 2025
Cameco
2.95%
▲ 9.52%
1
Open
Jan 04, 2025
Costco
5.44%
▲ 9.67%
1
Open
Jan 04, 2025
Alphabet Class A
4.68%
▼ 14.46%
1
Open
Jan 04, 2025
JPMorgan Chase
4.4%
▲ 9.43%
1
Open
Jan 04, 2025
Eli Lilly & Co
3.59%
▲ 0.45%
1
Open
Jan 04, 2025
Microsoft
4.55%
▲ 9.73%
1
Open
Jan 04, 2025
Nvidia
7.28%
▼ 6.31%
1
Open
Jan 04, 2025
TSMC
4.39%
▼ 7.29%
1
Open
Jan 04, 2025