Portafolio Fer - New Portfolio

E347D9B2

Portafolio Fer
Individual Investor
Ranked #422,940 out of 794,241 TipRanks' Investors
Success Rate
42%
14 out of 33
profitable transactions
Average Return
-0.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.67%
6-Month Return▲ 1.40%
12-Month Return-
YTD Return▼ 8.19%
Total Return▲ 9.68%

Best Trade

Opened at
Closed at
Gain▲ 43.21%

Bio

Smart Beta Strategy

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.53%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.94%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 1.66%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.63%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 4.36%
▲ 2.93%▲ 2.10%▲ 4.69%
▲ 10.00%▼ 0.89%▲ 1.53%
▲ 26.01%▲ 5.96%▲ 5.94%
▲ 5.33%▼ 2.41%▲ 1.66%
▲ 5.87%▲ 2.69%▲ 4.46%
▼ 12.86%▼ 1.27%▼ 3.77%
▼ 1.80%▼ 5.57%▼ 9.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
3.28%
▼ 17.47%
1
Open
Dec 09, 2024
Wells Fargo
▲ 43.21%
3
Close
Nov 30, 2024
Amazon
6.57%
▲ 4.51%
3
Buy
Nov 29, 2024
Broadcom
6.97%
▲ 6.73%
2
Buy
Nov 29, 2024
Costco
5.68%
▲ 4.47%
2
Buy
Nov 29, 2024
GE Aerospace
6.14%
▲ 17.10%
2
Buy
Nov 29, 2024
Alphabet Class A
4.83%
▼ 5.39%
2
Buy
Nov 29, 2024
Nvidia
6.34%
▼ 12.72%
2
Buy
Nov 29, 2024
Oracle
3.56%
▼ 8.40%
2
Buy
Nov 29, 2024
TSMC
4.03%
▼ 4.74%
2
Buy
Nov 29, 2024
Microsoft
4.12%
▼ 9.55%
2
Buy
Nov 29, 2024
Eli Lilly & Co
4.17%
▼ 5.45%
2
Buy
Nov 29, 2024
JPMorgan Chase
4.53%
▲ 8.48%
2
Buy
Nov 29, 2024
Technology Select Sector SPDR Fund
4.05%
▼ 9.36%
2
Buy
Nov 29, 2024
American Express
3.86%
▼ 11.02%
1
Open
Nov 29, 2024
Cameco
2.27%
▼ 29.69%
1
Open
Nov 29, 2024
Bank of America
▲ 4.58%
3
Close
Oct 07, 2024
Constellation Energy Corporation
▲ 31.93%
3
Close
Sep 21, 2024
General Motors
▲ 7.15%
3
Close
Sep 13, 2024
Micron
▼ 6.38%
3
Close
Sep 13, 2024