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PMIG P1 Portfolio - New Portfolio

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #29,322 out of 775,913 TipRanks' Investors
Success Rate
80%
43 out of 54
profitable transactions
Average Return
43.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.90%
6-Month Return▲ 12.21%
12-Month Return▲ 30.32%
YTD Return▲ 29.76%
Total Return▲ 86.86%

Best Trade

Opened at
Closed at-
Gain▲ 403.29%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.69%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.92%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.76%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.18%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.35%
▼ 2.25%▲ 3.53%▲ 3.69%
▲ 25.71%▲ 1.21%▲ 2.52%
▼ 4.22%▲ 2.34%▲ 2.13%
▲ 7.82%▲ 2.10%▲ 3.52%
▲ 5.38%▼ 0.89%▼ 0.92%
▲ 43.22%▲ 5.96%▲ 5.76%
▲ 3.34%▼ 1.56%▼ 2.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
2.57%
▲ 56.43%
3
Buy
Sep 06, 2024
Ferrari
6.04%
▲ 13.87%
2
Buy
Sep 06, 2024
Pfizer
0.79%
▼ 12.91%
2
Buy
Sep 06, 2024
Simon Property
2.76%
▲ 31.56%
2
Buy
Sep 06, 2024
JPMorgan Chase & Co.
2.96%
▲ 41.82%
2
Buy
Sep 06, 2024
Starbucks
1.37%
▼ 4.02%
2
Buy
Sep 06, 2024
Intel
0.98%
▼ 17.18%
2
Buy
Sep 06, 2024
Microsoft
8.52%
▲ 19.17%
2
Buy
Sep 06, 2024
Coca-Cola Bottling Co Consolidated
19.66%
▲ 41.57%
2
Buy
Sep 06, 2024
MSCI
7.97%
▲ 15.33%
2
Buy
Sep 06, 2024
iShares U.S. Home Construction ETF
0.51%
▲ 5.59%
2
Buy
Sep 06, 2024
VanEck Semiconductor ETF
1.78%
▲ 32.18%
2
Buy
Sep 06, 2024
iShares Expanded Tech-Software Sector ETF
1.04%
▲ 31.69%
2
Buy
Sep 06, 2024
Chevron
1.05%
▲ 3.79%
2
Buy
Sep 06, 2024
Costco
15.36%
▲ 39.30%
2
Buy
Sep 06, 2024
Walmart
2.23%
▲ 50.38%
2
Buy
Sep 06, 2024
American International Group
2.7%
▲ 9.31%
2
Buy
Sep 06, 2024
Apple
1.24%
▲ 46.96%
2
Buy
Jul 06, 2023
Alphabet Class C
0.94%
▲ 71.36%
2
Buy
Jul 06, 2023
Amazon
1.1%
▲ 102.22%
2
Buy
Jul 06, 2023