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Mi Portafolio - New Portfolio

Luis Fernando Pacheco Lozano

Mi Portafolio
Individual Investor
Ranked #315,007 out of 802,721 TipRanks' Investors
Success Rate
57%
181 out of 318
profitable transactions
Average Return
1.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.86%
6-Month Return-
12-Month Return-
YTD Return▼ 7.11%
Total Return▼ 8.13%

Best Trade

Opened at
Closed at-
Gain▲ 52.34%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 1.10%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 3.75%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 15.44%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 5.86%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.38%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.80%
May 2025
▲ 2.22%
▲ 1.65%
▲ 0.52%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.43%▼ 2.41%▼ 1.10%
▲ 5.99%▲ 2.69%▼ 3.75%
▼ 12.86%▼ 1.27%▼ 15.44%
▼ 1.80%▼ 5.57%▲ 5.86%
▲ 1.76%▼ 0.87%▲ 1.38%
▲ 12.21%▲ 6.28%▲ 5.80%
▲ 2.22%▲ 1.65%▲ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
▼ 17.53%
3
Close
Apr 01, 2025
McDonald's
▲ 9.38%
3
Close
Apr 01, 2025
Ralph Lauren
▼ 3.00%
3
Close
Apr 01, 2025
Air Products and Chemicals
▼ 2.69%
4
Close
Apr 01, 2025
AbbVie
▲ 2.05%
5
Close
Mar 27, 2025
Morgan Stanley
▼ 5.30%
4
Close
Mar 27, 2025
Amgen
▲ 12.80%
3
Close
Mar 27, 2025
AstraZeneca
▼ 0.76%
2
Close
Mar 27, 2025
Accenture
▼ 12.31%
2
Close
Mar 22, 2025
Broadcom
▼ 11.93%
4
Close
Mar 22, 2025
American Express
▼ 6.16%
2
Close
Mar 22, 2025
Grupo Aeroportuario del Sureste
▲ 5.88%
3
Close
Mar 22, 2025
Vanguard Total Bond Market ETF
▲ 1.04%
3
Close
Feb 13, 2025
Vanguard Total World Bond ETF
▲ 0.49%
2
Close
Feb 13, 2025
Vanguard Total International Bond ETF
▲ 0.80%
2
Close
Feb 13, 2025
Salesforce
0%
▼ 8.40%
3
Open
Feb 12, 2025
Intuit
▼ 8.11%
2
Close
Feb 12, 2025
Intuitive Surgical
▲ 12.51%
2
Close
Feb 12, 2025
Merck & Company
▼ 14.04%
3
Close
Feb 12, 2025
Exxon Mobil
0%
▼ 1.00%
3
Sell
Feb 12, 2025