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Portafolio FG - New Portfolio

Fernando Guzman

Portafolio FG
Individual Investor
Ranked #233,679 out of 826,007 TipRanks' Investors
Success Rate
67%
29 out of 43
profitable transactions
Average Return
18.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.36%
6-Month Return▲ 53.73%
12-Month Return-
YTD Return▲ 39.32%
Total Return▲ 39.32%

Best Trade

Opened at
Closed at-
Gain▲ 91.06%

Bio

Smart Beta Strategy

Performance

16.09%0-16.09%
▼ 6.38%
▼ 5.57%
▼ 10.62%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.41%
Apr 2025
▲ 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
▲ 12.92%
▲ 3.18%
▲ 3.36%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 10.62%
▲ 0.80%▼ 0.87%▲ 3.41%
▲ 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%
▲ 12.92%▲ 3.18%▲ 3.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apollo Global Management
0.22%
▼ 1.24%
1
Open
Oct 24, 2025
PulteGroup
0.22%
▼ 1.24%
1
Open
Oct 24, 2025
Amazon
4.91%
▼ 0.44%
2
Buy
Sep 24, 2025
AppLovin
4.74%
▲ 35.77%
2
Buy
Sep 24, 2025
Broadcom
9.87%
▲ 35.66%
2
Buy
Sep 24, 2025
American Express
▲ 13.45%
2
Close
Sep 24, 2025
Cameco
4.73%
▲ 58.55%
2
Buy
Sep 24, 2025
Costco
3.89%
▼ 1.27%
2
Buy
Sep 24, 2025
GE Aerospace
7.05%
▲ 53.71%
3
Buy
Sep 24, 2025
Alphabet Class A
6.64%
▲ 28.67%
2
Buy
Sep 24, 2025
JPMorgan Chase
4.78%
▲ 14.87%
2
Buy
Sep 24, 2025
Eli Lilly & Co
5.54%
▲ 13.20%
3
Buy
Sep 24, 2025
Microsoft
5.04%
▲ 13.31%
2
Buy
Sep 24, 2025
Nvidia
10.01%
▲ 25.23%
2
Buy
Sep 24, 2025
Oracle
7.44%
▲ 35.20%
3
Buy
Sep 24, 2025
TSMC
5.36%
▲ 23.50%
2
Buy
Sep 24, 2025
Technology Select Sector SPDR Fund
▲ 17.19%
3
Close
Sep 24, 2025
Samsara
1%
▼ 4.00%
2
Buy
Sep 24, 2025
Interactive Brokers
▲ 13.43%
2
Close
Sep 24, 2025
Walmart
1.19%
▼ 0.49%
1
Open
Sep 24, 2025