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PMIG P1 Portfolio - New Portfolio

PerformancePortfolio Details

Jean Carlos Peña M

PMIG P1 Portfolio
Individual Investor
Ranked #12,683 out of 859,470 TipRanks' Investors
Success Rate
91%
63 out of 69
profitable transactions
Average Return
74.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.69%
6-Month Return▲ 10.44%
12-Month Return▲ 44.69%
YTD Return▲ 7.39%
Total Return▲ 151.60%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 653.80%

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

14.43%0-14.43%
▲ 12.88%
▲ 3.56%
▲ 6.28%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.85%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.11%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.86%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.98%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.90%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.48%
Mar 2026
▲ 14.43%
▲ 9.20%
▲ 8.30%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.28%
▲ 10.96%▲ 2.38%▲ 1.85%
▼ 3.68%▲ 0.19%▲ 2.11%
▼ 0.10%▲ 0.08%▼ 0.86%
▲ 4.06%▲ 1.47%▲ 3.98%
▼ 1.12%▼ 0.86%▲ 0.90%
▲ 0.60%▼ 4.94%▼ 5.48%
▲ 14.43%▲ 9.20%▲ 8.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPM
JPMorgan Chase
11.09%
▲ 64.06%
3
Buy
Mar 27, 2026
T
AT&T
0.77%
▲ 44.27%
2
Buy
Mar 27, 2026
CVX
Chevron
2.18%
▲ 23.21%
3
Buy
Mar 27, 2026
COST
Costco
6.76%
▲ 31.85%
3
Buy
Mar 27, 2026
WMT
Walmart
3.3%
▲ 74.77%
3
Buy
Mar 27, 2026
IAUM
iShares Gold Trust Micro ETF of Benef Interest
5.02%
▲ 7.58%
1
Open
Mar 27, 2026
GDX
VanEck Gold Miners ETF
10.48%
▲ 16.96%
1
Open
Mar 27, 2026
IEF
iShares 7-10 Year Treasury Bond ETF
3.32%
▲ 1.74%
1
Open
Mar 27, 2026
TLT
iShares 20+ Year Treasury Bond ETF
3.02%
▲ 2.08%
1
Open
Mar 27, 2026
ASML
ASML Holding
9.16%
▲ 12.08%
1
Open
Mar 27, 2026
BLK
BlackRock
4.9%
▲ 12.67%
1
Open
Mar 27, 2026
QQQM
Invesco NASDAQ 100 ETF
3.98%
▲ 15.34%
1
Open
Mar 27, 2026
IPAC
iShares Core MSCI Pacific ETF
2.81%
▲ 10.43%
1
Open
Mar 27, 2026
VGK
Vanguard FTSE Europe ETF
3.06%
▲ 12.11%
1
Open
Mar 27, 2026
VWO
Vanguard FTSE Emerging Markets ETF
2.01%
▲ 12.75%
1
Open
Mar 27, 2026
GOOGL
Alphabet Class A
1.27%
▲ 180.52%
3
Buy
Sep 06, 2024
RACE
Ferrari
1.44%
▲ 0.21%
2
Buy
Sep 06, 2024
PFE
Pfizer
0.23%
▼ 0.72%
2
Buy
Sep 06, 2024
SPG
Simon Property
0.93%
▲ 68.03%
2
Buy
Sep 06, 2024
SBUX
Starbucks
0.44%
▲ 12.72%
2
Buy
Sep 06, 2024