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New Portfolio - New Portfolio

Fernando Perez

New Portfolio
Individual Investor
Ranked #393,310 out of 775,923 TipRanks' Investors
Success Rate
49%
26 out of 53
profitable transactions
Average Return
2.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.43%
6-Month Return▼ 7.01%
12-Month Return-
YTD Return▲ 0.80%
Total Return▲ 0.80%

Best Trade

Opened at
Closed at-
Gain▲ 92.12%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 1.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.53%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 4.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.29%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.68%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.72%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 0.85%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.75%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 1.16%
▼ 2.25%▲ 3.53%▲ 8.53%
▲ 25.71%▲ 1.21%▼ 4.84%
▼ 4.22%▲ 2.34%▼ 1.29%
▲ 7.82%▲ 2.10%▲ 1.68%
▲ 5.38%▼ 0.89%▼ 0.72%
▲ 43.22%▲ 5.96%▲ 0.85%
▲ 3.34%▼ 1.56%▼ 1.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
0%
▲ 5.98%
1
Open
Oct 14, 2024
Rani Therapeutics Holdings
0%
▼ 55.97%
1
Open
Oct 13, 2024
Tesla
0%
▲ 92.12%
1
Open
Oct 13, 2024
Chevron
0%
▼ 4.51%
1
Open
Oct 07, 2024
Meta Platforms
0%
▲ 0.16%
1
Open
Oct 07, 2024
Exxon Mobil
0%
▼ 12.16%
1
Open
Oct 02, 2024
Netflix
0%
▲ 28.17%
1
Open
Sep 30, 2024
Alphabet Class C
0%
▲ 18.05%
1
Open
Sep 24, 2024
Microsoft
0%
▲ 5.80%
1
Open
Aug 26, 2024
Invesco QQQ Trust
0%
▲ 9.27%
1
Open
Aug 26, 2024
SPDR S&P 500 ETF Trust
0%
▲ 6.09%
1
Open
Aug 26, 2024
Amazon
0%
▲ 28.16%
1
Open
Aug 26, 2024
Apple
0%
▲ 17.12%
3
Open
Aug 12, 2024
Nvidia
28.14%
▲ 19.90%
4
Buy
Aug 02, 2024
Applied Materials
2.28%
▼ 22.51%
3
Buy
Jul 27, 2024
ARM Holdings PLC ADR
1.84%
▲ 2.28%
3
Buy
Jul 27, 2024
Broadcom
30.75%
▲ 59.49%
3
Buy
Jul 27, 2024
KLA
17.53%
▼ 17.62%
3
Buy
Jul 27, 2024
Microchip
0.77%
▼ 39.19%
3
Buy
Jul 27, 2024
Marvell
1.56%
▲ 61.38%
3
Buy
Jul 27, 2024