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PMIG P1 Portfolio - New Portfolio

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #14,679 out of 788,174 TipRanks' Investors
Success Rate
91%
49 out of 54
profitable transactions
Average Return
54.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.53%
6-Month Return▲ 16.64%
12-Month Return▲ 31.99%
YTD Return▲ 8.21%
Total Return▲ 102.76%

Best Trade

Opened at
Closed at-
Gain▲ 423.50%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.52%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.03%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.76%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.80%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.10%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.95%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.52%
▼ 13.14%▲ 2.34%▲ 2.13%
▲ 2.93%▲ 2.10%▲ 3.52%
▲ 9.99%▼ 0.89%▼ 1.03%
▲ 26.03%▲ 5.96%▲ 5.76%
▲ 5.97%▼ 2.41%▼ 1.80%
▲ 5.25%▲ 2.69%▲ 4.10%
▼ 9.08%▲ 1.42%▲ 3.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
2.26%
▲ 50.83%
3
Buy
Sep 06, 2024
Ferrari
6.68%
▲ 35.54%
2
Buy
Sep 06, 2024
Pfizer
0.74%
▼ 13.01%
2
Buy
Sep 06, 2024
Simon Property
2.78%
▲ 43.14%
2
Buy
Sep 06, 2024
JPMorgan Chase & Co.
3.08%
▲ 60.07%
2
Buy
Sep 06, 2024
Starbucks
1.64%
▲ 24.33%
2
Buy
Sep 06, 2024
Intel
1.17%
▲ 10.69%
2
Buy
Sep 06, 2024
Microsoft
7.48%
▲ 13.21%
2
Buy
Sep 06, 2024
Coca-Cola Bottling Co Consolidated
21.21%
▲ 70.15%
2
Buy
Sep 06, 2024
MSCI
7.15%
▲ 9.87%
2
Buy
Sep 06, 2024
iShares U.S. Home Construction ETF
0.45%
▲ 1.83%
2
Buy
Sep 06, 2024
VanEck Semiconductor ETF
1.72%
▲ 41.02%
2
Buy
Sep 06, 2024
iShares Expanded Tech-Software Sector ETF
0.94%
▲ 32.17%
2
Buy
Sep 06, 2024
Chevron
1.08%
▲ 16.66%
2
Buy
Sep 06, 2024
Costco
15.64%
▲ 51.26%
2
Buy
Sep 06, 2024
Walmart
2.15%
▲ 58.48%
2
Buy
Sep 06, 2024
American International Group
2.67%
▲ 14.66%
2
Buy
Sep 06, 2024
Apple
1.12%
▲ 42.11%
2
Buy
Jul 06, 2023
Alphabet Class C
0.83%
▲ 65.75%
2
Buy
Jul 06, 2023
Amazon
0.99%
▲ 100.38%
2
Buy
Jul 06, 2023