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PMIG P1 Portfolio - New Portfolio

PerformancePortfolio Details

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #17,352 out of 764,830 TipRanks' Investors
Success Rate
89%
48 out of 54
profitable transactions
Average Return
38.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.02%
6-Month Return▲ 16.68%
12-Month Return▲ 39.80%
YTD Return▲ 26.50%
Total Return▲ 82.16%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 408.31%

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%
▲ 3.68%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.52%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.61%
Oct 2024
▼ 3.18%
▲ 0.21%
▲ 0.54%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.11%
▲ 11.46%▲ 5.06%▲ 6.35%
▼ 2.25%▲ 3.53%▲ 3.68%
▲ 25.72%▲ 1.21%▲ 2.52%
▼ 4.21%▲ 2.34%▲ 2.13%
▲ 7.82%▲ 2.10%▲ 3.52%
▲ 6.02%▼ 0.89%▼ 0.61%
▼ 3.18%▲ 0.21%▲ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOGL
Alphabet Class A
2.34%
▲ 38.15%
3
Buy
Sep 06, 2024
RACE
Ferrari
6.4%
▲ 26.97%
2
Buy
Sep 06, 2024
PFE
Pfizer
0.86%
▼ 9.69%
2
Buy
Sep 06, 2024
SPG
Simon Property
2.88%
▲ 30.47%
2
Buy
Sep 06, 2024
JPM
JPMorgan Chase & Co.
2.83%
▲ 31.19%
2
Buy
Sep 06, 2024
SBUX
Starbucks
1.55%
▲ 5.21%
2
Buy
Sep 06, 2024
INTC
Intel
1.2%
▼ 4.45%
2
Buy
Sep 06, 2024
MSFT
Microsoft
8.24%
▲ 11.26%
2
Buy
Sep 06, 2024
COKE
Coca-Cola Bottling Co Consolidated
19.77%
▲ 34.63%
2
Buy
Sep 06, 2024
MSCI
MSCI
7.95%
▲ 12.09%
2
Buy
Sep 06, 2024
ITB
iShares U.S. Home Construction ETF
0.61%
▲ 19.99%
2
Buy
Sep 06, 2024
SMH
VanEck Semiconductor ETF
1.86%
▲ 33.03%
2
Buy
Sep 06, 2024
IGV
iShares Expanded Tech-Software Sector ETF
0.96%
▲ 17.24%
2
Buy
Sep 06, 2024
CVX
Chevron
1.15%
▲ 10.74%
2
Buy
Sep 06, 2024
COST
Costco
14.7%
▲ 29.37%
2
Buy
Sep 06, 2024
WMT
Walmart
2.07%
▲ 34.12%
2
Buy
Sep 06, 2024
AIG
American International Group
2.87%
▲ 14.15%
2
Buy
Sep 06, 2024
AAPL
Apple
1.12%
▲ 28.06%
2
Buy
Jul 06, 2023
GOOG
Alphabet Class C
0.86%
▲ 51.41%
2
Buy
Jul 06, 2023
AMZN
Amazon
1%
▲ 76.02%
2
Buy
Jul 06, 2023