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Portafolio JCDC - New Portfolio

Juan Carlos Diaz C

Portafolio JCDC
Individual Investor
Ranked #395,512 out of 796,960 TipRanks' Investors
Success Rate
24%
11 out of 45
profitable transactions
Average Return
-5.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.76%
6-Month Return▼ 10.33%
12-Month Return▼ 1.81%
YTD Return▼ 10.49%
Total Return▼ 6.13%

Best Trade

Opened at
Closed at-
Gain▲ 120.74%

Bio

AAA Stocks Portafolio With strong buy analyst recommendations and considering FX impact for foreign investors

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 3.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.45%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.03%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 0.34%
Dec 2024
▲ 6.04%
▲ 2.69%
▼ 0.18%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.39%
Mar 2025
▲ 1.97%
▼ 2.27%
▼ 1.09%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.31%
▲ 10.00%▼ 0.89%▼ 0.45%
▲ 25.97%▲ 5.96%▲ 4.03%
▲ 5.39%▼ 2.41%▼ 0.34%
▲ 6.04%▲ 2.69%▼ 0.18%
▼ 12.86%▼ 1.27%▲ 0.05%
▼ 1.80%▼ 5.57%▼ 9.39%
▲ 1.97%▼ 2.27%▼ 1.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
14.52%
▼ 4.91%
2
Buy
Feb 18, 2025
Microsoft
14.59%
▲ 12.98%
6
Buy
Feb 10, 2025
Mastercard
4.71%
▲ 15.24%
3
Buy
Feb 10, 2025
Alphabet Class A
2%
▼ 14.13%
2
Buy
Feb 06, 2025
Target
▼ 30.73%
3
Close
Dec 05, 2024
Nvidia
16.03%
▼ 16.74%
11
Buy
Dec 05, 2024
Advanced Micro Devices
▼ 23.24%
2
Close
Nov 29, 2024
Walt Disney
2.26%
▼ 50.31%
5
Sell
Nov 07, 2024
Meta Platforms
6.69%
▼ 7.36%
3
Buy
Oct 29, 2024
CVS Health
▼ 21.93%
2
Close
Jul 19, 2024
Nike
▼ 43.15%
2
Close
Jul 19, 2024
PayPal Holdings
▼ 76.97%
2
Close
Feb 02, 2024
Conocophillips
▼ 0.67%
2
Close
Feb 02, 2024
Nio
▼ 71.89%
3
Close
Aug 10, 2023
Lululemon Athletica
5.1%
▼ 19.18%
2
Buy
Aug 16, 2022
Walmart
12.63%
▲ 117.04%
2
Buy
Aug 16, 2022
Johnson & Johnson
2.92%
▼ 0.01%
2
Buy
Aug 10, 2022
Coca-Cola
1.82%
▲ 47.75%
1
Open
Jun 17, 2021
Constellation Brands
2.35%
▼ 17.18%
1
Open
Apr 30, 2021
Apple
14.39%
▲ 59.46%
1
Open
Apr 28, 2021