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Portafolio JCDC - New Portfolio

Juan Carlos Diaz C

Portafolio JCDC
Individual Investor
Ranked #133,759 out of 834,043 TipRanks' Investors
Success Rate
75%
38 out of 51
profitable transactions
Average Return
23.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.60%
6-Month Return▲ 14.45%
12-Month Return▲ 24.25%
YTD Return▲ 26.32%
Total Return▲ 32.47%

Best Trade

Opened at
Closed at-
Gain▲ 159.11%

Bio

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

Performance

14.14%0-14.14%
▲ 11.63%
▲ 6.28%
▲ 14.14%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.50%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 2.29%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.11%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 3.19%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 2.60%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 14.14%
▲ 9.25%▲ 5.14%▲ 6.50%
▲ 7.60%▲ 2.30%▲ 6.50%
▲ 2.76%▲ 2.05%▼ 2.29%
▲ 12.88%▲ 3.56%▲ 5.95%
▲ 10.96%▲ 2.38%▲ 4.11%
▼ 3.57%▲ 0.19%▼ 3.19%
▲ 1.55%▲ 1.31%▲ 2.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
▼ 38.25%
7
Close
Dec 17, 2025
Walmart
12.12%
▲ 105.91%
3
Buy
Sep 12, 2025
Constellation Brands
▼ 37.68%
3
Close
Sep 12, 2025
Marvell
5.94%
▲ 22.62%
4
Buy
Aug 28, 2025
Johnson & Johnson
▲ 16.70%
3
Close
Aug 22, 2025
Microsoft
16.53%
▲ 36.21%
7
Buy
Jul 25, 2025
Lululemon Athletica
▼ 34.47%
3
Close
Jul 25, 2025
Amazon
13.96%
▲ 18.53%
2
Buy
Feb 18, 2025
Mastercard
3.93%
▲ 25.07%
3
Buy
Feb 10, 2025
Alphabet Class A
3.04%
▲ 69.49%
2
Buy
Feb 06, 2025
Target
▼ 30.73%
3
Close
Dec 05, 2024
Nvidia
22.14%
▲ 49.08%
11
Buy
Dec 05, 2024
Advanced Micro Devices
▼ 23.24%
2
Close
Nov 29, 2024
Meta Platforms
6.42%
▲ 15.51%
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
1.35%
▲ 45.48%
1
Open
Jun 17, 2021