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Portafolio JCDC - New Portfolio

Juan Carlos Diaz C

Portafolio JCDC
Individual Investor
Ranked #159,121 out of 809,728 TipRanks' Investors
Success Rate
72%
33 out of 46
profitable transactions
Average Return
15.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.83%
6-Month Return▲ 8.80%
12-Month Return▲ 24.73%
YTD Return▲ 13.40%
Total Return▲ 18.92%

Best Trade

Opened at
Closed at-
Gain▲ 121.30%

Bio

AAA Stocks Portafolio With strong buy analyst recommendations and considering FX impact for foreign investors

Performance

21.30%0-21.30%
▲ 5.10%
▼ 2.41%
▼ 0.34%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 0.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.39%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.78%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.14%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.52%
Jun 2025
▲ 21.30%
▲ 1.78%
▲ 2.34%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.34%
▲ 6.03%▲ 2.69%▼ 0.25%
▼ 12.86%▼ 1.27%▲ 0.05%
▼ 1.80%▼ 5.57%▼ 9.39%
▲ 1.84%▼ 0.87%▲ 0.78%
▲ 12.20%▲ 6.28%▲ 14.14%
▲ 6.24%▲ 5.14%▲ 6.52%
▲ 21.30%▲ 1.78%▲ 2.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
1.27%
▼ 32.89%
6
Sell
May 21, 2025
Marvell
1.13%
▲ 19.86%
1
Open
May 21, 2025
Amazon
14.79%
▲ 15.95%
2
Buy
Feb 18, 2025
Microsoft
15.9%
▲ 47.66%
6
Buy
Feb 10, 2025
Mastercard
4.1%
▲ 20.41%
3
Buy
Feb 10, 2025
Alphabet Class A
2.01%
▲ 3.28%
2
Buy
Feb 06, 2025
Target
▼ 30.73%
3
Close
Dec 05, 2024
Nvidia
21.02%
▲ 30.68%
11
Buy
Dec 05, 2024
Advanced Micro Devices
▼ 23.24%
2
Close
Nov 29, 2024
Meta Platforms
7.39%
▲ 22.56%
3
Buy
Oct 29, 2024
CVS Health
▼ 21.93%
2
Close
Jul 19, 2024
Nike
▼ 43.15%
2
Close
Jul 19, 2024
PayPal Holdings
▼ 76.97%
2
Close
Feb 02, 2024
Conocophillips
▼ 0.67%
2
Close
Feb 02, 2024
Nio
▼ 71.89%
3
Close
Aug 10, 2023
Lululemon Athletica
3.52%
▼ 33.13%
2
Buy
Aug 16, 2022
Walmart
10.56%
▲ 117.59%
2
Buy
Aug 16, 2022
Johnson & Johnson
2.64%
▲ 9.31%
2
Buy
Aug 10, 2022
Coca-Cola
1.46%
▲ 42.93%
1
Open
Jun 17, 2021
Constellation Brands
1.84%
▼ 22.11%
1
Open
Apr 30, 2021