NAP
Norma Angelica Peralta Morales Portfolio
Invests via Virtus Family Office LLC | Managed by Norma Angelica Peralta Morales, Jesus Eduardo Duran
Invests via Virtus Family Office LLC
Managed by Norma Angelica Peralta Morales, Jesus Eduardo Duran
Automatically Tracked
Norma Angelica Peralta Morales Profile
Norma Angelica Peralta Morales has cultivated a dynamic career in the realm of entrepreneurship and innovation, specializing in sustainable business practices. With a focus on technology-driven solutions, she leads initiatives that bridge gaps between environmental stewardship and economic growth. As a driving force behind various start-ups, her approach combines hands-on leadership with strategic vision to elevate emerging enterprises. Her influence extends across multiple sectors where she advocates for integrating sustainability into business models. Engaging with diverse stakeholders enables her to foster collaborative opportunities that not only generate financial returns but also promote social impact.
Norma Angelica Peralta Morales has cultivated a dynamic career in the realm of entrepreneurship and innovation, specializing in sustainable business practices. With a focus on technology-driven solutions, she leads initiatives that bridge gaps between environmental stewardship and economic growth. As a driving force behind various start-ups, her approach combines hands-on leadership with strategic vision to elevate emerging enterprises. Her influence extends across multiple sectors where she advocates for integrating sustainability into business models. Engaging with diverse stakeholders enables her to foster collaborative opportunities that not only generate financial returns but also promote social impact.
Investment Philosophy & Strategy
Operating within the entrepreneurial landscape, Norma Angelica Peralta Morales exemplifies a forward-thinking approach to investment strategy. Her commitment to sustainable innovation drives her focus on businesses that blend environmental integrity with profitability. Leveraging extensive experience in launching and scaling startups, she prioritizes ventures that promise transformative impact while addressing pressing societal challenges. Emphasizing technological integration, decisions are guided by their potential for both market relevance and ecological benefit. Collaborating closely with diverse stakeholders ensures opportunities align with evolving consumer preferences and industry standards, fostering an environment where financial success is intertwined with responsible stewardship.
Operating within the entrepreneurial landscape, Norma Angelica Peralta Morales exemplifies a forward-thinking approach to investment strategy. Her commitment to sustainable innovation drives her focus on businesses that blend environmental integrity with profitability. Leveraging extensive experience in launching and scaling startups, she prioritizes ventures that promise transformative impact while addressing pressing societal challenges. Emphasizing technological integration, decisions are guided by their potential for both market relevance and ecological benefit. Collaborating closely with diverse stakeholders ensures opportunities align with evolving consumer preferences and industry standards, fostering an environment where financial success is intertwined with responsible stewardship.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
33.31%
Gain -1.76%
Monthly
1%
Yearly
12.72%
Drawdown
17.9%
$119.06M
Equity
Holdings
$119.06M
Investment
$107.29M
$29.76M
Profit -$1.58M
Realized
$17.99M
Unrealized
$11.77M
Dividends
$8.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.76%
Profit
-$1.58M
Win %
67%
This Week
Compared To Last Week
Gain
-1.59%
Profit
-$1.92M
Win %
67%
This Month
Compared to last month
Gain
-1.39%
Profit
-$1.67M
Win %
67%
This Year
Compared to last year
Gain
6.83%
Profit
$7.6M
Win %
69%
GOOGL Alphabet Inc
+6.73%
+$23,189.04 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$20,179.79 
CROX Crocs, Inc.
+3.52%
+$98,440.38 
UHS Universal Health Services, Inc.
+3.15%
+$43,924.44 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$38,667.15 
NTAP NetApp, Inc.
+2.6%
+$38,203.04 
ACN Accenture plc Class A
+1.61%
+$3,826.65 
PAYC Paycom Software, Inc.
+1.51%
+$31,698.17 
PDD PDD Holdings Inc. American Depositary Shares
+1.28%
+$54,250.56 
ROKT SPDR S&P Kensho Final Frontiers ETF
+1.28%
+$5,284.78 
CMCSA Comcast Corp
+1.23%
+$17,241.66 
AMAT Applied Materials, Inc.
+1.18%
+$3,581.31 
RMD ResMed Inc.
+1.16%
+$16,952.1 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$2,702.75 
VEEV Veeva Systems Inc.
+1.1%
+$19,331.76 
GPZ VanEck Alternative Asset Manager ETF
+1.04%
+$7,033.71 
INSW International Seaways Inc.
+1.02%
+$2,828.52 
ADP Automatic Data Processing Inc.
+0.98%
+$20,196.74 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$76,543.88 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.96%
+$2,844.37 
SHLD Global X Defense Tech ETF
+0.77%
+$16,571.52 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,760.5 
ZTO ZTO Express (Cayman) Inc.
+0.67%
+$34,229.76 
PFE Pfizer Inc.
+0.4%
+$6,440.1 
GD General Dynamics Corporation
+0.32%
+$1,653.1 
MRK Merck & Co., Inc.
+0.32%
+$3,241.54 
INMD InMode Ltd.
+0.3%
+$11,134.93 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,521.94 
QFIN Qifu Technology, Inc. American Depositary Shares
+0.22%
+$3,028.32 
KFY Korn Ferry
+0.2%
+$4,119.84 
CMI Cummins Inc.
+0.19%
+$3,672.29 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$2,564.7 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$5,395.9 
SHV iShares Short Treasury Bond ETF
+0.03%
+$128.76 
CDNMF EGR Exploration Ltd.
0%
$0 
GGB Gerdau S.A.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NXT Nextracker Inc.
-7.25%
-$12,119.72 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-3.35%
-$212,439.7 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.76%
-$15,049.56 
QCOM QUALCOMM Incorporated
-2.63%
-$52,241.2 
PROK ProKidney Corp
-2.53%
-$1,100 
ALGN Align Technology, Inc.
-2.45%
-$8,818.75 
TXT Textron Inc.
-2.1%
-$10,339.48 
SYF Synchrony Financial
-1.79%
-$34,105.32 
STLA Stellantis N.V.
-1.71%
-$2,802.2 
UTHR United Therapeutics Corporation
-1.54%
-$27,452.32 
IAU iShares Gold Trust
-1.46%
-$30,613.96 
CLX The Clorox Company
-1.24%
-$9,687.6 
ICLR ICON plc
-1.18%
-$4,257.1 
OMC Omnicom Group Inc.
-1.14%
-$3,238.69 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-1%
-$10,262.14 
FLJP Franklin FTSE Japan ETF
-0.98%
-$8,714.55 
EWJV iShares MSCI Japan Value ETF
-0.94%
-$5,974.33 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$2,755.76 
FNF Fidelity National Financial, Inc.
-0.9%
-$9,402.35 
INGR Ingredion Inc.
-0.87%
-$7,026.99 
GILD Gilead Sciences Inc.
-0.81%
-$6,541.92 
MED Medifast Inc.
-0.81%
-$6,324.8 
PYPL PayPal Holdings Inc
-0.76%
-$15,604.16 
CPA Copa Holdings S.A.
-0.71%
-$46,011.56 
USRT iShares Core U.S. REIT ETF
-0.54%
-$4,892.51 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$11,776.41 
DFE WisdomTree Europe SmallCap Dividend Fund
-0.38%
-$7,917.58 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$6,563.47 
ABEV Ambev S.A.
-0.32%
-$6,068.29 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$1,260.12 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$1,104.51 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$377.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$4,211.35 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$910.95 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$1,997.61 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$796.04 Events
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Dividends
Dividend Analysis
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| Trades 606 | Longs Won 419/606 69% | Profit Factor 3.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $218,658.87 |
| Average Win $104,267.55 | Best Trade (Sep 03) $2.77M | Sharpe Ratio -9.25 |
| Average Loss -$73,547.55 | Worst Trade (Jun 29) -$1.13M | Z-Score 1.23 (78.14%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1d | Expectancy $49,109.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,618 | 1,456 | 1,294 | 1,133 | 971 | 809 | 647 | 485 | 324 | 162 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABEV Ambev S.A. | 606,829 | $1.29M | $1.89M | - | $596,972.24 | 46.27% | -0.321% |
| ACN Accenture plc Class A | 1,455 | $390,376.5 | $241,413.6 | - | -$148,962.9 | -38.16% | +1.611% |
| ADP Automatic Data Processing Inc. | 7,798 | $1.58M | $2.08M | - | $493,457.36 | 31.14% | +0.982% |
| ALGN Align Technology, Inc. | 2,075 | $324,011.25 | $351,007 | - | $26,995.75 | 8.33% | -2.451% |
| AMAT Applied Materials, Inc. | 607 | $98,716.41 | $308,155.7 | - | $209,439.29 | 212.16% | +1.176% |
| BABA Alibaba Group Holding Limited SP ADR | 3,403 | $288,540.37 | $416,016.75 | - | $127,476.38 | 44.18% | +5.098% |
| BMRN Biomarin Pharmaceutical Inc. | 4,921 | $292,455.03 | $295,358.42 | - | $2,903.39 | 0.99% | -0.924% |
| CDNMF EGR Exploration Ltd. | 9,263 | $370.52 | $926.3 | - | $555.78 | 150% | 0.0 |
| CLX The Clorox Company | 8,073 | $814,000.59 | $771,213.69 | - | -$42,786.9 | -5.26% | -1.241% |
| CMCSA Comcast Corp | 59,454 | $2.12M | $1.42M | - | -$700,377.92 | -32.96% | +1.225% |
| CMI Cummins Inc. | 3,010 | $1.62M | $1.91M | - | $289,501.83 | 17.88% | +0.193% |
| CPA Copa Holdings S.A. | 45,556 | $4.9M | $6.43M | - | $1.54M | 31.38% | -0.71% |
| CROX Crocs, Inc. | 22,630 | $2.11M | $2.9M | - | $789,827.01 | 37.49% | +3.518% |
| CTSH Cognizant Technology Solutions Corporation | 26,667 | $1.64M | $1.48M | - | -$160,002 | -9.78% | +2.69% |
| DFE WisdomTree Europe SmallCap Dividend Fund | 27,302 | $1.83M | $2.06M | - | $230,747.82 | 12.61% | -0.383% |
| DHS WisdomTree U.S. High Dividend Fund | 15,264 | $1.48M | $1.78M | - | $303,084.85 | 20.53% | -0.367% |
| EFV iShares MSCI EAFE Value ETF | 27,387 | $1.66M | $2.22M | - | $552,169.3 | 33.21% | -0.529% |
| EWJV iShares MSCI Japan Value ETF | 13,578 | $579,373.26 | $633,006.36 | - | $53,633.1 | 9.26% | -0.935% |
| FLJP Franklin FTSE Japan ETF | 22,345 | $760,139.86 | $879,946.1 | - | $119,806.24 | 15.76% | -0.981% |
| FLOT iShares Floating Rate Bond ETF | 79,612 | $4.06M | $4.06M | - | $4,521.81 | 0.11% | -0.02% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Norma Angelica Peralta Morales?
The largest contributions to the portfolio's profits come from the following stocks: Alibaba Group Holding Limited SP ADR - $2.65M, Applied Materials, Inc - $2.05M, PulteGroup Inc - $1.94M, Nextracker Inc - $1.49M, and Ternium S.A. Sponsored ADR - $1.37M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Stellantis N.V - $1.62M, Amn Healthcare Services Inc - $1.35M, Atkore Inc - $1.32M, Qifu Technology, Inc. American Depositary Shares - $376,425.38, and Mosaic Company - $251,470.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Norma Angelica Peralta Morales's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.54M earned over time. The largest contributors to dividend income include iShares Floating Rate Bond ETF - $668,040.7, Vanguard Short-Term Corporate Bond ETF - $548,074.49, Equinor ASA Sponsored ADR - $530,686.87, Vanguard Emerging Markets Government Bond Fund - $492,517.16, and Stellantis N.V - $463,548.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Norma Angelica Peralta Morales's monthly returns?
Norma Angelica Peralta Morales's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Norma Angelica Peralta Morales's strategy be considered aggressive or moderate?
Norma Angelica Peralta Morales's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Norma Angelica Peralta Morales's strategy?
Norma Angelica Peralta Morales's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
