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Portafolio Fer - New Portfolio

E347D9B2

Portafolio Fer
Individual Investor
Ranked #150,623 out of 783,845 TipRanks' Investors
Success Rate
76%
25 out of 33
profitable transactions
Average Return
12.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.06%
6-Month Return-
12-Month Return-
YTD Return▲ 2.75%
Total Return▲ 22.86%

Best Trade

Opened at
Closed at
Gain▲ 43.21%

Bio

Smart Beta Strategy

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.69%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.62%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.94%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 1.66%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 2.75%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 4.36%
▲ 2.93%▲ 2.10%▲ 4.69%
▲ 9.99%▼ 0.89%▲ 1.62%
▲ 26.04%▲ 5.96%▲ 5.94%
▲ 5.93%▼ 2.41%▲ 1.66%
▲ 4.46%▲ 2.69%▲ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
3.87%
▲ 7.90%
1
Open
Dec 09, 2024
Wells Fargo
▲ 43.21%
3
Close
Nov 30, 2024
Amazon
7.33%
▲ 29.26%
3
Buy
Nov 29, 2024
Broadcom
8.25%
▲ 39.71%
2
Buy
Nov 29, 2024
Costco
5.25%
▲ 7.14%
2
Buy
Nov 29, 2024
GE Aerospace
5.53%
▲ 16.57%
2
Buy
Nov 29, 2024
Alphabet Class A
5.66%
▲ 22.74%
2
Buy
Nov 29, 2024
Nvidia
6.23%
▼ 4.87%
2
Buy
Nov 29, 2024
Oracle
3.85%
▲ 9.75%
2
Buy
Nov 29, 2024
TSMC
4.51%
▲ 17.88%
2
Buy
Nov 29, 2024
Microsoft
4.03%
▼ 1.96%
2
Buy
Nov 29, 2024
Eli Lilly & Co
3.78%
▼ 4.93%
2
Buy
Nov 29, 2024
JPMorgan Chase & Co.
4.48%
▲ 19.00%
2
Buy
Nov 29, 2024
Technology Select Sector SPDR Fund
4.05%
▲ 0.40%
2
Buy
Nov 29, 2024
American Express
4.08%
▲ 4.44%
1
Open
Nov 29, 2024
Cameco
2.42%
▼ 16.84%
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