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Portafolio Fer - New Portfolio
Jose Fernando Guzman Lerma
Portafolio FerIndividual Investor
Ranked #165,676 out of 766,394 TipRanks' Investors
Success Rate
15 out of 18
profitable transactions
profitable transactions
Average Return
13.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.56%
6-Month Return-
12-Month Return-
YTD Return▲ 19.72%
Total Return▲ 19.72%
Best Trade
Bio
Smart Beta Strategy
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.69%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.13%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 7.29%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 4.36%
▲ 7.82%▲ 2.10%▲ 4.69%
▲ 6.02%▼ 0.89%▲ 2.13%
▲ 22.71%▲ 5.30%▲ 7.29%
Recent Activity
Technology Select Sector SPDR Fund
5.42%
▲ 3.95%
1
Open
Nov 05, 2024
Bank of America
―
▲ 4.58%
3
Close
Oct 07, 2024
JPMorgan Chase & Co.
5.75%
▲ 16.15%
1
Open
Oct 02, 2024
Constellation Energy Corporation
―
▲ 31.93%
3
Close
Sep 21, 2024
Eli Lilly & Co
5.34%
▼ 9.66%
1
Open
Sep 20, 2024
General Motors
―
▲ 7.15%
3
Close
Sep 13, 2024
Micron
―
▼ 6.38%
3
Close
Sep 13, 2024
Microsoft
4.59%
▼ 1.45%
1
Open
Aug 21, 2024
Amazon
8.48%
▲ 18.99%
2
Buy
Aug 15, 2024
Broadcom
8.59%
▲ 14.95%
1
Open
Aug 13, 2024
Costco
7.9%
▲ 8.01%
1
Open
Aug 13, 2024
GE Aerospace
8.49%
▲ 10.05%
1
Open
Aug 13, 2024
Alphabet Class A
8.14%
▲ 10.01%
1
Open
Aug 13, 2024
Nvidia
10.86%
▲ 25.08%
1
Open
Aug 13, 2024
Oracle
5.81%
▲ 41.19%
1
Open
Aug 13, 2024
Taiwan Semiconductor Manufacturing
4.67%
▲ 12.93%
1
Open
Aug 13, 2024
Wells Fargo
5.23%
▲ 38.03%
1
Open
Aug 13, 2024