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Mi Portafolio - New Portfolio

Luis Fernando Pacheco Lozano

Mi Portafolio
Individual Investor
Ranked #469,770 out of 792,946 TipRanks' Investors
Success Rate
46%
145 out of 317
profitable transactions
Average Return
-2.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.11%
6-Month Return-
12-Month Return-
YTD Return▼ 10.67%
Total Return▼ 11.66%

Best Trade

Opened at
Closed at-
Gain▲ 59.08%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.10%
Dec 2024
▲ 5.83%
▲ 2.69%
▼ 3.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 15.44%
Feb 2025
▲ 2.82%
▼ 4.80%
▲ 9.70%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.39%▼ 2.41%▼ 1.10%
▲ 5.83%▲ 2.69%▼ 3.71%
▼ 12.86%▼ 1.27%▼ 15.44%
▲ 2.82%▼ 4.80%▲ 9.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Accenture
▼ 12.47%
2
Close
Mar 22, 2025
Broadcom
▼ 11.84%
4
Close
Mar 22, 2025
American Express
▼ 8.64%
2
Close
Mar 22, 2025
Grupo Aeroportuario del Sureste
▲ 4.44%
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%
▼ 13.95%
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%
▲ 8.66%
3
Sell
Feb 12, 2025
Palantir Technologies
0%
▼ 22.51%
3
Open
Feb 12, 2025
Defiance S&P 500 Target Income ETF
▲ 1.22%
4
Close
Feb 12, 2025
YieldMax XOM Option Income Strategy ETF
▲ 0.31%
2
Close
Feb 12, 2025
AstraZeneca
0%
▲ 2.08%
1
Open
Feb 12, 2025
The Graph
▼ 15.60%
4
Close
Feb 11, 2025
The Sandbox
▼ 33.16%
2
Close
Feb 11, 2025
▼ 4.37%
3
Close
Feb 11, 2025
Cosmos
0%
▲ 1.17%
1
Open
Feb 11, 2025