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PMIG P1 Portfolio - New Portfolio

PerformancePortfolio Details

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #20,650 out of 769,002 TipRanks' Investors
Success Rate
87%
47 out of 54
profitable transactions
Average Return
43.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.38%
6-Month Return▲ 15.23%
12-Month Return▲ 37.05%
YTD Return▲ 30.46%
Total Return▲ 87.87%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 445.08%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.69%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.78%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.11%
▲ 11.46%▲ 5.06%▲ 6.35%
▼ 2.25%▲ 3.53%▲ 3.69%
▲ 25.72%▲ 1.21%▲ 2.52%
▼ 4.22%▲ 2.34%▲ 2.13%
▲ 7.82%▲ 2.10%▲ 3.52%
▲ 5.70%▼ 0.89%▼ 0.69%
▲ 21.94%▲ 3.81%▲ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOGL
Alphabet Class A
2.24%
▲ 43.65%
3
Buy
Sep 06, 2024
RACE
Ferrari
6.05%
▲ 13.93%
2
Buy
Sep 06, 2024
PFE
Pfizer
0.74%
▼ 17.60%
2
Buy
Sep 06, 2024
SPG
Simon Property
2.91%
▲ 37.10%
2
Buy
Sep 06, 2024
JPM
JPMorgan Chase & Co.
3.02%
▲ 43.72%
2
Buy
Sep 06, 2024
SBUX
Starbucks
1.55%
▲ 7.21%
2
Buy
Sep 06, 2024
INTC
Intel
1.21%
▲ 1.87%
2
Buy
Sep 06, 2024
MSFT
Microsoft
8.06%
▲ 13.18%
2
Buy
Sep 06, 2024
COKE
Coca-Cola Bottling Co Consolidated
20.45%
▲ 45.73%
2
Buy
Sep 06, 2024
MSCI
MSCI
7.67%
▲ 10.98%
2
Buy
Sep 06, 2024
ITB
iShares U.S. Home Construction ETF
0.58%
▲ 18.59%
2
Buy
Sep 06, 2024
SMH
VanEck Semiconductor ETF
1.77%
▲ 32.08%
2
Buy
Sep 06, 2024
IGV
iShares Expanded Tech-Software Sector ETF
1.04%
▲ 31.29%
2
Buy
Sep 06, 2024
CVX
Chevron
1.18%
▲ 17.22%
2
Buy
Sep 06, 2024
COST
Costco
15.05%
▲ 35.51%
2
Buy
Sep 06, 2024
WMT
Walmart
2.12%
▲ 41.81%
2
Buy
Sep 06, 2024
AIG
American International Group
2.77%
▲ 11.66%
2
Buy
Sep 06, 2024
AAPL
Apple
1.1%
▲ 32.24%
2
Buy
Jul 06, 2023
GOOG
Alphabet Class C
0.82%
▲ 57.30%
2
Buy
Jul 06, 2023
AMZN
Amazon
0.98%
▲ 82.40%
2
Buy
Jul 06, 2023