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Mi Portafolio - New Portfolio

Luis Fernando Pacheco Lozano

Mi Portafolio
Individual Investor
Ranked #244,773 out of 859,614 TipRanks' Investors
Success Rate
63%
201 out of 318
profitable transactions
Average Return
9.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.41%
6-Month Return▼ 15.80%
12-Month Return▲ 23.43%
YTD Return▼ 13.75%
Total Return▲ 0.35%

Best Trade

Opened at
Closed at-
Gain▲ 137.60%

Bio

Performance

14.15%0-14.15%
▲ 12.88%
▲ 3.56%
▲ 1.50%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.82%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.41%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.55%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.14%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.13%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.15%
Mar 2026
▲ 14.15%
▲ 9.20%
▲ 1.09%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.50%
▲ 10.96%▲ 2.38%▲ 7.82%
▼ 3.68%▲ 0.19%▼ 8.41%
▼ 0.10%▲ 0.08%▲ 3.55%
▲ 4.06%▲ 1.47%▼ 3.14%
▼ 1.12%▼ 0.86%▼ 5.13%
▲ 0.60%▼ 4.94%▼ 7.15%
▲ 14.15%▲ 9.20%▲ 1.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
▼ 17.54%
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
▼ 0.77%
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%
▼ 21.73%
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%
▲ 43.70%
3
Sell
Feb 12, 2025