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Portafolio JCDC - New Portfolio

Juan Carlos Diaz C

Portafolio JCDC
Individual Investor
Ranked #401,745 out of 797,226 TipRanks' Investors
Success Rate
24%
11 out of 45
profitable transactions
Average Return
-4.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.33%
6-Month Return▼ 9.13%
12-Month Return▲ 0.98%
YTD Return▼ 9.55%
Total Return▼ 5.15%

Best Trade

Opened at
Closed at-
Gain▲ 119.32%

Bio

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

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 3.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.45%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.03%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 0.34%
Dec 2024
▲ 6.01%
▲ 2.69%
▼ 0.18%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.39%
Mar 2025
▲ 2.60%
▼ 1.53%
▼ 0.05%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.31%
▲ 10.00%▼ 0.89%▼ 0.45%
▲ 25.97%▲ 5.96%▲ 4.03%
▲ 5.39%▼ 2.41%▼ 0.34%
▲ 6.01%▲ 2.69%▼ 0.18%
▼ 12.86%▼ 1.27%▲ 0.05%
▼ 1.80%▼ 5.57%▼ 9.39%
▲ 2.60%▼ 1.53%▼ 0.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
14.5%
▼ 4.32%
2
Buy
Feb 18, 2025
Microsoft
14.62%
▲ 14.10%
6
Buy
Feb 10, 2025
Mastercard
4.66%
▲ 15.03%
3
Buy
Feb 10, 2025
Alphabet Class A
2%
▼ 13.41%
2
Buy
Feb 06, 2025
Target
▼ 30.73%
3
Close
Dec 05, 2024
Nvidia
16.25%
▼ 14.94%
11
Buy
Dec 05, 2024
Advanced Micro Devices
▼ 23.24%
2
Close
Nov 29, 2024
Walt Disney
2.25%
▼ 50.23%
5
Sell
Nov 07, 2024
Meta Platforms
6.85%
▼ 4.48%
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
5.02%
▼ 19.81%
2
Buy
Aug 16, 2022
Walmart
12.45%
▲ 115.64%
2
Buy
Aug 16, 2022
Johnson & Johnson
2.9%
▲ 0.26%
2
Buy
Aug 10, 2022
Coca-Cola
1.79%
▲ 46.26%
1
Open
Jun 17, 2021
Constellation Brands
2.31%
▼ 17.95%
1
Open
Apr 30, 2021
Apple
14.4%
▲ 60.81%
1
Open
Apr 28, 2021