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PMIG P1 Portfolio - New Portfolio

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #21,356 out of 769,291 TipRanks' Investors
Success Rate
87%
47 out of 54
profitable transactions
Average Return
43.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.30%
6-Month Return▲ 16.97%
12-Month Return▲ 37.03%
YTD Return▲ 30.63%
Total Return▲ 88.11%

Best Trade

Opened at
Closed at-
Gain▲ 447.99%

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

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.69%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 3.91%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.11%
▲ 11.46%▲ 5.06%▲ 6.35%
▼ 2.25%▲ 3.53%▲ 3.69%
▲ 25.72%▲ 1.21%▲ 2.52%
▼ 4.22%▲ 2.34%▲ 2.13%
▲ 7.82%▲ 2.10%▲ 3.52%
▲ 5.70%▼ 0.89%▼ 0.69%
▲ 37.60%▲ 4.40%▲ 3.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
2.18%
▲ 36.84%
3
Buy
Sep 06, 2024
Ferrari
6.11%
▲ 14.56%
2
Buy
Sep 06, 2024
Pfizer
0.76%
▼ 16.97%
2
Buy
Sep 06, 2024
Simon Property
2.88%
▲ 37.78%
2
Buy
Sep 06, 2024
JPMorgan Chase & Co.
3.05%
▲ 46.10%
2
Buy
Sep 06, 2024
Starbucks
1.58%
▲ 9.17%
2
Buy
Sep 06, 2024
Intel
1.22%
▲ 3.69%
2
Buy
Sep 06, 2024
Microsoft
8.03%
▲ 12.69%
2
Buy
Sep 06, 2024
Coca-Cola Bottling Co Consolidated
20.33%
▲ 46.70%
2
Buy
Sep 06, 2024
MSCI
7.67%
▲ 10.86%
2
Buy
Sep 06, 2024
iShares U.S. Home Construction ETF
0.58%
▲ 19.54%
2
Buy
Sep 06, 2024
VanEck Semiconductor ETF
1.77%
▲ 34.02%
2
Buy
Sep 06, 2024
iShares Expanded Tech-Software Sector ETF
1.05%
▲ 32.86%
2
Buy
Sep 06, 2024
Chevron
1.17%
▲ 17.44%
2
Buy
Sep 06, 2024
Costco
15.32%
▲ 39.53%
2
Buy
Sep 06, 2024
Walmart
2.16%
▲ 43.78%
2
Buy
Sep 06, 2024
American International Group
2.78%
▲ 13.63%
2
Buy
Sep 06, 2024
Apple
1.11%
▲ 31.96%
2
Buy
Jul 06, 2023
Alphabet Class C
0.8%
▲ 50.13%
2
Buy
Jul 06, 2023
Amazon
0.95%
▲ 78.36%
2
Buy
Jul 06, 2023