PMIG P1 Portfolio - New Portfolio

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #21,034 out of 766,394 TipRanks' Investors
Success Rate
87%
47 out of 54
profitable transactions
Average Return
45.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.19%
6-Month Return▲ 19.98%
12-Month Return▲ 44.04%
YTD Return▲ 32.47%
Total Return▲ 90.76%

Best Trade

Opened at
Closed at-
Gain▲ 442.72%

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

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 0.61%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 5.28%
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%
▲ 6.02%▼ 0.89%▼ 0.61%
▲ 22.71%▲ 5.30%▲ 5.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
2.42%
▲ 47.22%
3
Buy
Sep 06, 2024
Ferrari
6.14%
▲ 20.68%
2
Buy
Sep 06, 2024
Pfizer
0.78%
▼ 13.31%
2
Buy
Sep 06, 2024
Simon Property
2.85%
▲ 37.43%
2
Buy
Sep 06, 2024
JPMorgan Chase & Co.
2.96%
▲ 42.83%
2
Buy
Sep 06, 2024
Starbucks
1.53%
▲ 8.77%
2
Buy
Sep 06, 2024
Intel
1.2%
▲ 6.28%
2
Buy
Sep 06, 2024
Microsoft
8.19%
▲ 13.86%
2
Buy
Sep 06, 2024
Coca-Cola Bottling Co Consolidated
20.05%
▲ 43.72%
2
Buy
Sep 06, 2024
MSCI
7.88%
▲ 13.59%
2
Buy
Sep 06, 2024
iShares U.S. Home Construction ETF
0.57%
▲ 22.64%
2
Buy
Sep 06, 2024
VanEck Semiconductor ETF
1.83%
▲ 38.07%
2
Buy
Sep 06, 2024
iShares Expanded Tech-Software Sector ETF
1.03%
▲ 31.65%
2
Buy
Sep 06, 2024
Chevron
1.13%
▲ 12.56%
2
Buy
Sep 06, 2024
Costco
14.9%
▲ 36.21%
2
Buy
Sep 06, 2024
Walmart
2.04%
▲ 36.98%
2
Buy
Sep 06, 2024
American International Group
2.75%
▲ 12.73%
2
Buy
Sep 06, 2024
Apple
1.09%
▲ 29.49%
2
Buy
Jul 06, 2023
Alphabet Class C
0.89%
▲ 61.42%
2
Buy
Jul 06, 2023
Amazon
1.01%
▲ 85.96%
2
Buy
Jul 06, 2023