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New Portfolio - New Portfolio

Fernando Perez

New Portfolio
Individual Investor
Ranked #333,599 out of 788,370 TipRanks' Investors
Success Rate
57%
30 out of 53
profitable transactions
Average Return
3.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.51%
6-Month Return▲ 2.30%
12-Month Return-
YTD Return▲ 1.01%
Total Return▲ 1.61%

Best Trade

Opened at
Closed at-
Gain▲ 66.93%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 4.84%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.29%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.68%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.90%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 0.85%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.77%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.71%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.70%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 4.84%
▼ 13.14%▲ 2.34%▼ 1.29%
▲ 2.93%▲ 2.10%▲ 1.68%
▲ 9.99%▼ 0.89%▼ 0.90%
▲ 26.03%▲ 5.96%▲ 0.85%
▲ 5.97%▼ 2.41%▼ 1.77%
▲ 5.25%▲ 2.69%▲ 1.71%
▼ 9.08%▲ 1.42%▼ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
0%
▲ 7.51%
1
Open
Oct 14, 2024
Rani Therapeutics Holdings
0%
▼ 47.80%
1
Open
Oct 13, 2024
Tesla
0%
▲ 54.13%
1
Open
Oct 13, 2024
Chevron
0%
▲ 6.06%
1
Open
Oct 07, 2024
Meta Platforms
0%
▲ 16.98%
1
Open
Oct 07, 2024
Exxon Mobil
0%
▼ 7.34%
1
Open
Oct 02, 2024
Netflix
0%
▲ 41.43%
1
Open
Sep 30, 2024
Alphabet Class C
0%
▲ 11.09%
1
Open
Sep 24, 2024
Microsoft
0%
▼ 0.88%
1
Open
Aug 26, 2024
Invesco QQQ Trust
0%
▲ 11.01%
1
Open
Aug 26, 2024
SPDR S&P 500 ETF Trust
0%
▲ 7.67%
1
Open
Aug 26, 2024
Amazon
0%
▲ 23.41%
1
Open
Aug 26, 2024
Apple
0%
▲ 13.13%
3
Open
Aug 12, 2024
Nvidia
27.59%
▲ 19.66%
4
Buy
Aug 02, 2024
Applied Materials
2.35%
▼ 18.34%
3
Buy
Jul 27, 2024
ARM Holdings PLC ADR
1.98%
▲ 12.10%
3
Buy
Jul 27, 2024
Broadcom
29.91%
▲ 58.38%
3
Buy
Jul 27, 2024
KLA
20.64%
▼ 1.26%
3
Buy
Jul 27, 2024
Microchip
0.84%
▼ 33.10%
3
Buy
Jul 27, 2024
Marvell
1.42%
▲ 49.79%
3
Buy
Jul 27, 2024