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PMIG P1 Portfolio - New Portfolio

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #19,298 out of 781,107 TipRanks' Investors
Success Rate
87%
47 out of 54
profitable transactions
Average Return
47.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.93%
6-Month Return▲ 10.79%
12-Month Return▲ 32.13%
YTD Return▲ 3.24%
Total Return▲ 92.37%

Best Trade

Opened at
Closed at-
Gain▲ 414.53%

Bio

Jean Carlos Peña Morillo Economy, Insurance, Banking, Portfolio Management and Day Trading. #Insurtech #Fintech #blockchain Talks about #insurance, #insurtech, #insuranceadvisor, #insuranceindustry, and #insurancesolutions

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.69%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.52%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.03%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.76%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.35%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.24%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.69%
▲ 8.13%▲ 1.21%▲ 2.52%
▼ 13.14%▲ 2.34%▲ 2.13%
▲ 2.93%▲ 2.10%▲ 3.52%
▲ 10.00%▼ 0.89%▼ 1.03%
▲ 26.04%▲ 5.96%▲ 5.76%
▲ 5.93%▼ 2.41%▼ 2.35%
▲ 6.90%▲ 1.96%▲ 3.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
2.55%
▲ 60.18%
3
Buy
Sep 06, 2024
Ferrari
5.98%
▲ 16.26%
2
Buy
Sep 06, 2024
Pfizer
0.77%
▼ 13.11%
2
Buy
Sep 06, 2024
Simon Property
2.72%
▲ 33.50%
2
Buy
Sep 06, 2024
JPMorgan Chase & Co.
3.14%
▲ 55.49%
2
Buy
Sep 06, 2024
Starbucks
1.47%
▲ 3.79%
2
Buy
Sep 06, 2024
Intel
1.05%
▼ 8.82%
2
Buy
Sep 06, 2024
Microsoft
8.03%
▲ 17.10%
2
Buy
Sep 06, 2024
Coca-Cola Bottling Co Consolidated
21.33%
▲ 63.20%
2
Buy
Sep 06, 2024
MSCI
7.81%
▲ 16.71%
2
Buy
Sep 06, 2024
iShares U.S. Home Construction ETF
0.51%
▲ 10.37%
2
Buy
Sep 06, 2024
VanEck Semiconductor ETF
1.84%
▲ 41.26%
2
Buy
Sep 06, 2024
iShares Expanded Tech-Software Sector ETF
0.98%
▲ 27.49%
2
Buy
Sep 06, 2024
Chevron
1.11%
▲ 17.32%
2
Buy
Sep 06, 2024
Costco
14.65%
▲ 37.71%
2
Buy
Sep 06, 2024
Walmart
2.16%
▲ 49.89%
2
Buy
Sep 06, 2024
American International Group
2.68%
▲ 12.92%
2
Buy
Sep 06, 2024
Apple
1.04%
▲ 32.81%
2
Buy
Jul 06, 2023
Alphabet Class C
0.94%
▲ 75.44%
2
Buy
Jul 06, 2023
Amazon
1.08%
▲ 103.13%
2
Buy
Jul 06, 2023