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PMIG P1 Portfolio - New Portfolio

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #17,451 out of 789,725 TipRanks' Investors
Success Rate
87%
47 out of 54
profitable transactions
Average Return
48.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.70%
6-Month Return▲ 14.46%
12-Month Return▲ 27.54%
YTD Return▲ 5.07%
Total Return▲ 96.87%

Best Trade

Opened at
Closed at-
Gain▲ 366.75%

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

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 2.52%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.03%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.76%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 1.80%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.92%
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%
▲ 10.01%▼ 0.89%▼ 1.03%
▲ 26.01%▲ 5.96%▲ 5.76%
▲ 5.96%▼ 2.41%▼ 1.80%
▲ 5.25%▲ 2.69%▲ 4.10%
▼ 12.86%▼ 1.27%▲ 0.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
2.15%
▲ 39.16%
3
Buy
Sep 06, 2024
Ferrari
6.2%
▲ 23.91%
2
Buy
Sep 06, 2024
Pfizer
0.75%
▼ 11.23%
2
Buy
Sep 06, 2024
Simon Property
2.83%
▲ 42.66%
2
Buy
Sep 06, 2024
JPMorgan Chase & Co.
3.11%
▲ 58.78%
2
Buy
Sep 06, 2024
Starbucks
1.71%
▲ 27.04%
2
Buy
Sep 06, 2024
Intel
1.12%
▲ 0.68%
2
Buy
Sep 06, 2024
Microsoft
7.31%
▲ 8.57%
2
Buy
Sep 06, 2024
Coca-Cola Bottling Co Consolidated
21.85%
▲ 67.14%
2
Buy
Sep 06, 2024
MSCI
7.34%
▲ 12.96%
2
Buy
Sep 06, 2024
iShares U.S. Home Construction ETF
0.45%
▼ 0.14%
2
Buy
Sep 06, 2024
VanEck Semiconductor ETF
1.61%
▲ 27.32%
2
Buy
Sep 06, 2024
iShares Expanded Tech-Software Sector ETF
0.92%
▲ 23.87%
2
Buy
Sep 06, 2024
Chevron
1.09%
▲ 16.53%
2
Buy
Sep 06, 2024
Costco
15.92%
▲ 53.28%
2
Buy
Sep 06, 2024
Walmart
2.25%
▲ 60.76%
2
Buy
Sep 06, 2024
American International Group
2.9%
▲ 24.72%
2
Buy
Sep 06, 2024
Apple
1.11%
▲ 39.81%
2
Buy
Jul 06, 2023
Alphabet Class C
0.79%
▲ 52.94%
2
Buy
Jul 06, 2023
Amazon
0.98%
▲ 90.85%
2
Buy
Jul 06, 2023