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PMIG P1 Portfolio - New Portfolio

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #19,564 out of 783,619 TipRanks' Investors
Success Rate
87%
47 out of 54
profitable transactions
Average Return
49.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.03%
6-Month Return▲ 11.69%
12-Month Return▲ 32.83%
YTD Return▲ 3.03%
Total Return▲ 92.57%

Best Trade

Opened at
Closed at-
Gain▲ 365.74%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.69%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.52%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.52%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.03%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.76%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.05%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 3.03%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.69%
▲ 8.13%▲ 1.21%▲ 2.52%
▼ 13.14%▲ 2.34%▲ 2.13%
▲ 2.93%▲ 2.10%▲ 3.52%
▲ 9.99%▼ 0.89%▼ 1.03%
▲ 26.04%▲ 5.96%▲ 5.76%
▲ 5.93%▼ 2.41%▼ 2.05%
▲ 3.19%▲ 2.68%▲ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
2.59%
▲ 64.16%
3
Buy
Sep 06, 2024
Ferrari
5.87%
▲ 15.21%
2
Buy
Sep 06, 2024
Pfizer
0.78%
▼ 9.62%
2
Buy
Sep 06, 2024
Simon Property
2.72%
▲ 34.76%
2
Buy
Sep 06, 2024
JPMorgan Chase & Co.
3.21%
▲ 60.93%
2
Buy
Sep 06, 2024
Starbucks
1.64%
▲ 18.92%
2
Buy
Sep 06, 2024
Intel
0.97%
▼ 15.10%
2
Buy
Sep 06, 2024
Microsoft
7.78%
▲ 13.27%
2
Buy
Sep 06, 2024
Coca-Cola Bottling Co Consolidated
21.46%
▲ 61.13%
2
Buy
Sep 06, 2024
MSCI
7.48%
▲ 12.65%
2
Buy
Sep 06, 2024
iShares U.S. Home Construction ETF
0.52%
▲ 11.24%
2
Buy
Sep 06, 2024
VanEck Semiconductor ETF
1.72%
▲ 34.11%
2
Buy
Sep 06, 2024
iShares Expanded Tech-Software Sector ETF
0.99%
▲ 30.59%
2
Buy
Sep 06, 2024
Chevron
1.1%
▲ 13.58%
2
Buy
Sep 06, 2024
Costco
15.15%
▲ 42.94%
2
Buy
Sep 06, 2024
Walmart
2.29%
▲ 60.83%
2
Buy
Sep 06, 2024
American International Group
2.69%
▲ 13.41%
2
Buy
Sep 06, 2024
Apple
1.11%
▲ 37.20%
2
Buy
Jul 06, 2023
Alphabet Class C
0.95%
▲ 79.95%
2
Buy
Jul 06, 2023
Amazon
1.1%
▲ 110.95%
2
Buy
Jul 06, 2023