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Portafolio JCDC - New Portfolio

Juan Carlos Diaz C

Portafolio JCDC
Individual Investor
Ranked #153,310 out of 859,402 TipRanks' Investors
Success Rate
71%
36 out of 51
profitable transactions
Average Return
29.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.75%
6-Month Return▲ 8.57%
12-Month Return▲ 54.81%
YTD Return▲ 6.81%
Total Return▲ 39.11%

Best Trade

Opened at
Closed at-
Gain▲ 190.04%

Bio

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

Performance

14.10%0-14.10%
▲ 12.88%
▲ 3.56%
▲ 5.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.11%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.66%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.37%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.52%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.63%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.33%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 14.10%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.95%
▲ 10.96%▲ 2.38%▲ 4.11%
▼ 3.68%▲ 0.19%▼ 3.66%
▼ 0.10%▲ 0.08%▲ 1.37%
▲ 4.06%▲ 1.47%▼ 0.52%
▼ 1.12%▼ 0.86%▼ 4.63%
▲ 0.60%▼ 4.94%▼ 1.33%
▲ 13.18%▲ 7.89%▲ 14.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
▼ 38.25%
7
Close
Dec 17, 2025
Walmart
13.26%
▲ 130.48%
3
Buy
Sep 12, 2025
Constellation Brands
▼ 37.68%
3
Close
Sep 12, 2025
Marvell
9%
▲ 89.65%
4
Buy
Aug 28, 2025
Johnson & Johnson
▲ 16.70%
3
Close
Aug 22, 2025
Microsoft
13.03%
▲ 17.37%
7
Buy
Jul 25, 2025
Lululemon Athletica
▼ 34.47%
3
Close
Jul 25, 2025
Amazon
14.62%
▲ 27.28%
2
Buy
Feb 18, 2025
Mastercard
3.4%
▲ 12.25%
3
Buy
Feb 10, 2025
Alphabet Class A
3.15%
▲ 81.79%
2
Buy
Feb 06, 2025
Target
▼ 30.73%
3
Close
Dec 05, 2024
Nvidia
22.33%
▲ 55.21%
11
Buy
Dec 05, 2024
Advanced Micro Devices
▼ 23.24%
2
Close
Nov 29, 2024
Meta Platforms
6.27%
▲ 17.98%
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
Coca-Cola
1.44%
▲ 57.61%
1
Open
Jun 17, 2021