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Portafolio JCDC - New Portfolio

Juan Carlos Diaz C

Portafolio JCDC
Individual Investor
Ranked #136,383 out of 824,797 TipRanks' Investors
Success Rate
75%
38 out of 51
profitable transactions
Average Return
20.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.60%
6-Month Return▲ 35.63%
12-Month Return▲ 22.31%
YTD Return▲ 21.62%
Total Return▲ 27.55%

Best Trade

Opened at
Closed at-
Gain▲ 147.94%

Bio

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

Performance

14.14%0-14.14%
▼ 6.38%
▼ 5.57%
▼ 9.39%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.78%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.14%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.52%
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
▲ 5.61%
▲ 0.24%
▼ 0.45%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 9.39%
▲ 0.80%▼ 0.87%▲ 0.78%
▲ 11.63%▲ 6.28%▲ 14.14%
▲ 9.25%▲ 5.14%▲ 6.52%
▲ 7.60%▲ 2.30%▲ 6.50%
▲ 2.76%▲ 2.05%▼ 2.29%
▲ 12.88%▲ 3.56%▲ 5.95%
▲ 5.61%▲ 0.24%▼ 0.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
11.8%
▲ 97.03%
3
Buy
Sep 12, 2025
Constellation Brands
▼ 37.68%
3
Close
Sep 12, 2025
Marvell
5.66%
▲ 15.11%
4
Buy
Aug 28, 2025
Johnson & Johnson
▲ 16.70%
3
Close
Aug 22, 2025
Microsoft
17.91%
▲ 45.10%
7
Buy
Jul 25, 2025
Lululemon Athletica
▼ 34.47%
3
Close
Jul 25, 2025
Walt Disney
1.11%
▼ 37.31%
6
Sell
May 21, 2025
Amazon
13.28%
▲ 11.10%
2
Buy
Feb 18, 2025
Mastercard
3.93%
▲ 23.29%
3
Buy
Feb 10, 2025
Alphabet Class A
2.47%
▲ 35.98%
2
Buy
Feb 06, 2025
Target
▼ 30.73%
3
Close
Dec 05, 2024
Nvidia
21.27%
▲ 41.06%
11
Buy
Dec 05, 2024
Advanced Micro Devices
▼ 23.24%
2
Close
Nov 29, 2024
Meta Platforms
7.21%
▲ 27.62%
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
1.39%
▲ 46.40%
1
Open
Jun 17, 2021