Mi Portafolio - New Portfolio

Luis Fernando Pacheco Lozano

Mi Portafolio
Individual Investor
Ranked #343,663 out of 794,584 TipRanks' Investors
Success Rate
28%
88 out of 317
profitable transactions
Average Return
-8.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 17.24%
6-Month Return-
12-Month Return-
YTD Return▼ 20.11%
Total Return▼ 20.99%

Best Trade

Opened at
Closed at-
Gain▲ 37.19%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.10%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 3.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 15.44%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 5.86%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 7.21%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%▼ 1.10%
▲ 5.87%▲ 2.69%▼ 3.83%
▼ 12.86%▼ 1.27%▼ 15.44%
▼ 1.80%▼ 5.57%▲ 5.86%
▼ 9.96%▼ 9.67%▼ 7.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
▼ 17.53%
3
Close
Apr 01, 2025
McDonald's
▲ 9.38%
3
Close
Apr 01, 2025
Ralph Lauren
▼ 3.00%
3
Close
Apr 01, 2025
Air Products and Chemicals
▼ 2.69%
4
Close
Apr 01, 2025
AbbVie
▲ 2.05%
5
Close
Mar 27, 2025
Morgan Stanley
▼ 5.30%
4
Close
Mar 27, 2025
Amgen
▲ 12.80%
3
Close
Mar 27, 2025
AstraZeneca
▼ 0.76%
2
Close
Mar 27, 2025
Accenture
▼ 11.94%
2
Close
Mar 22, 2025
Broadcom
▼ 11.93%
4
Close
Mar 22, 2025
American Express
▼ 6.16%
2
Close
Mar 22, 2025
Grupo Aeroportuario del Sureste
▲ 5.48%
3
Close
Mar 22, 2025
Vanguard Total Bond Market ETF
▲ 1.04%
3
Close
Feb 13, 2025
Vanguard Total World Bond ETF
▲ 0.49%
2
Close
Feb 13, 2025
Vanguard Total International Bond ETF
▲ 0.80%
2
Close
Feb 13, 2025
Salesforce
0%
▼ 26.17%
3
Open
Feb 12, 2025
Intuit
▼ 8.11%
2
Close
Feb 12, 2025
Intuitive Surgical
▲ 12.51%
2
Close
Feb 12, 2025
Merck & Company
▼ 14.04%
3
Close
Feb 12, 2025
Exxon Mobil
0%
▼ 1.84%
3
Sell
Feb 12, 2025