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New Portfolio - New Portfolio

Fernando Perez

New Portfolio
Individual Investor
Ranked #122,183 out of 746,321 TipRanks' Investors
Success Rate
79%
22 out of 28
profitable transactions
Average Return
10.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.56%
6-Month Return-
12-Month Return-
YTD Return▲ 11.83%
Total Return▲ 11.83%

Best Trade

Opened at
Closed at-
Gain▲ 47.05%

Bio

Performance

28.20%0-28.20%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.53%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 4.25%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▼ 1.16%
▼ 2.25%▲ 3.53%▲ 8.53%
▲ 28.20%▲ 3.18%▲ 4.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lam Research
▲ 11.03%
3
Close
Jul 11, 2024
Zura Bio
6.57%
▲ 1.10%
1
Open
Jul 10, 2024
Apple
0.00%
2
Close
Jun 16, 2024
Silicon Laboratories
▼ 2.69%
3
Close
Jun 15, 2024
ASML Holding
▲ 4.46%
3
Close
Jun 15, 2024
Microchip
1.64%
▼ 2.88%
2
Buy
Jun 06, 2024
Marvell
1.31%
▲ 2.01%
2
Buy
Jun 06, 2024
Nvidia
21.85%
▲ 11.20%
2
Buy
Jun 06, 2024
Broadcom
29.29%
▲ 28.08%
2
Buy
Jun 02, 2024
KLA
14.99%
▲ 12.61%
2
Buy
Jun 02, 2024
Micron
2.2%
▲ 2.87%
2
Buy
Jun 02, 2024
Synopsys
10.6%
▲ 9.43%
2
Buy
Jun 02, 2024
Analog Devices
4.21%
▲ 3.27%
2
Buy
Jun 01, 2024
Applied Materials
4.25%
▲ 14.01%
2
Buy
Jun 01, 2024
ARM Holdings PLC ADR
3.09%
▲ 43.35%
2
Buy
Jun 01, 2024
Logistic Properties of the Americas
▲ 6.53%
2
Close
Jun 01, 2024