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
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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:
37.72%
Gain -0.49%
Monthly
0.93%
Yearly
11.73%
Drawdown
17.9%
$122.63M
Equity
Holdings
$122.63M
Investment
$111.54M
$28.31M
Profit -$388,601.86
Realized
$17.22M
Unrealized
$11.09M
Dividends
$9.02M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$388,601.86
Win %
63%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$388,601.86
Win %
63%
This Month
Compared to last month
Gain
1.75%
Profit
$2.1M
Win %
63%
This Year
Compared to last year
Gain
3.15%
Profit
$3.75M
Win %
66%
QFIN Qfin Holdings Inc. ADR
+3.42%
+$25,988.76 
NVDA NVIDIA Corporation
+3%
+$11,405.66 
NTAP NetApp, Inc.
+2.78%
+$47,516.37 
MED Medifast Inc.
+2.78%
+$26,089.8 
ROKT State Street SPDR S&P Kensho Final Frontiers ETF
+2.3%
+$8,763.61 
SYF Synchrony Financial
+1.9%
+$37,709 
SHLD Global X Defense Tech ETF
+1.81%
+$15,542.24 
MTUM iShares MSCI USA Momentum Factor ETF
+1.76%
+$12,207.77 
KFY Korn Ferry
+1.74%
+$39,916 
QCOM QUALCOMM Incorporated
+1.71%
+$40,137.79 
GILD Gilead Sciences Inc.
+1.44%
+$13,695.4 
CROX Crocs, Inc.
+1.39%
+$37,383.14 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+1.32%
+$4,124.89 
CMI Cummins Inc.
+1.31%
+$22,123.07 
VFMO Vanguard U.S. Momentum Factor ETF
+1.27%
+$8,307.68 
RYAAY Ryanair Holdings plc Sponsored ADR
+1.12%
+$5,292.89 
EWJV iShares MSCI Japan Value ETF
+1.11%
+$19,426.62 
EWN iShares MSCI Netherlands ETF
+1.03%
+$3,753.8 
EWY iShares MSCI South Korea ETF
+0.98%
+$2,860.82 
PRFZ Invesco RAFI US 1500 Small-Mid ETF
+0.95%
+$6,370 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.94%
+$43,011.05 
ZTO ZTO Express (Cayman) Inc. ADR
+0.83%
+$37,316.89 
GPZ VanEck Alternative Asset Manager ETF
+0.82%
+$6,172.02 
IMTM iShares MSCI Intl Momentum Factor ETF
+0.77%
+$5,062.98 
DFE WisdomTree Europe SmallCap Dividend Fund
+0.71%
+$14,979.24 
PROK ProKidney Corp. Class A Ordinary Shares
+0.71%
+$275 
EFV iShares MSCI EAFE Value ETF
+0.66%
+$14,575.08 
IAU iShares Gold Trust
+0.6%
+$11,686.5 
USRT iShares Core U.S. REIT ETF
+0.59%
+$13,341.83 
PDN Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.56%
+$7,820.87 
PRF Invesco RAFI US 1000 ETF
+0.46%
+$6,189.82 
XOVR ERShares Private-Public Crossover ETF
+0.43%
+$2,857.14 
UHS Universal Health Services Inc. Class B Common Stock
+0.4%
+$8,200.68 
VEEV Veeva Systems Inc.
+0.3%
+$10,745.6 
CLX The Clorox Company
+0.27%
+$1,897.15 
RMD ResMed Inc.
+0.21%
+$4,576.02 
GOOGL Alphabet Inc
+0.2%
+$670.8 
DHS WisdomTree U.S. High Dividend Fund
+0.18%
+$3,422.16 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$4,887.93 
INGR Ingredion Incorporated
+0.05%
+$371.5 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$2,184.78 
CDNMF EGR Exploration Ltd.
0%
$0 
INMD InMode Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ABEV Ambev S.A. ADR
-16.06%
-$328,248.61 
PYPL PayPal Holdings, Inc.
-2.91%
-$69,852.8 
CPA Copa Holdings, S.A. Class A Common Stock
-2.39%
-$145,338.04 
PXH Invesco RAFI Emerging Markets ETF
-2.07%
-$166,125.79 
MRK Merck & Co., Inc.
-2%
-$21,746.43 
CMCSA Comcast Corp. Class A Common Stock
-1.98%
-$31,279.05 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-1.39%
-$80,887.32 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-1.08%
-$28,442.7 
PAYC Paycom Software, Inc.
-0.9%
-$35,426.8 
ICLR ICON plc
-0.7%
-$1,728.6 
PDD PDD Holdings Inc. American Depositary Receipt
-0.65%
-$28,941.03 
PFE Pfizer Inc.
-0.52%
-$10,939.04 
UTHR United Therapeutics Corporation
-0.28%
-$5,452.92 
CRM Salesforce, Inc.
-0.23%
-$733.6 
ADP Automatic Data Processing Inc.
-0.21%
-$5,955.2 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.06%
-$2,526.64 
STIP iShares 0-5 Year TIPS Bond ETF
-0.06%
-$984.66 
FNF Fidelity National Financial, Inc.
-0.01%
-$88.2 Events
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Dividends
Dividend Analysis
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| Trades 661 | Longs Won 447/661 67% | Profit Factor 2.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,478.97 |
| Average Win $97,349.29 | Best Trade (Oct 26) $1.96M | Sharpe Ratio -9.13 |
| Average Loss -$71,070.23 | Worst Trade (Jun 29) -$1.13M | Z-Score 0.01 (0.47%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $42,823.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,724 | 1,552 | 1,379 | 1,207 | 1,034 | 862 | 690 | 517 | 345 | 172 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABEV Ambev S.A. ADR | 619,337 | $1.33M | $1.72M | - | $386,022.42 | 29.03% | -16.061% |
| ADP Automatic Data Processing Inc. | 9,305 | $1.92M | $2.82M | - | $902,363.31 | 46.95% | -0.21% |
| CDNMF EGR Exploration Ltd. | 7,984 | $319.36 | $87.82 | - | -$231.54 | -72.5% | 0.0 |
| CLX The Clorox Company | 8,073 | $814,000.59 | $699,404.35 | - | -$114,596.24 | -14.08% | +0.272% |
| CMCSA Comcast Corp. Class A Common Stock | 69,509 | $2.37M | $1.55M | - | -$825,865.85 | -34.82% | -1.983% |
| CMI Cummins Inc. | 3,263 | $1.8M | $1.71M | - | -$89,483 | -4.97% | +1.31% |
| CPA Copa Holdings, S.A. Class A Common Stock | 46,286 | $5.01M | $5.94M | - | $928,146.59 | 18.53% | -2.39% |
| CRM Salesforce, Inc. | 1,287 | $201,621.42 | $319,176 | - | $117,554.58 | 58.3% | -0.229% |
| CROX Crocs, Inc. | 22,588 | $2.1M | $2.73M | - | $627,764.97 | 29.85% | +1.388% |
| CTSH Cognizant Technology Solutions Corp. Class A Common Stock | 37,180 | $2.04M | $2.59M | - | $551,045.56 | 26.97% | -1.084% |
| DFE WisdomTree Europe SmallCap Dividend Fund | 28,641 | $1.93M | $2.12M | - | $198,867.57 | 10.33% | +0.71% |
| DHS WisdomTree U.S. High Dividend Fund | 16,296 | $1.59M | $1.92M | - | $325,475.26 | 20.42% | +0.179% |
| EFV iShares MSCI EAFE Value ETF | 28,029 | $1.71M | $2.22M | - | $512,345.08 | 29.93% | +0.66% |
| EWJV iShares MSCI Japan Value ETF | 37,323 | $1.62M | $1.77M | - | $146,978.94 | 9.05% | +1.11% |
| EWN iShares MSCI Netherlands ETF | 5,731 | $403,118.54 | $369,219.67 | - | -$33,898.87 | -8.41% | +1.027% |
| EWY iShares MSCI South Korea ETF | 1,920 | $387,647.98 | $293,280 | - | -$94,367.98 | -24.34% | +0.985% |
| FLOT iShares Floating Rate Bond ETF | 87,391 | $4.46M | $4.46M | - | -$1,080.89 | -0.02% | +0.049% |
| FNF Fidelity National Financial, Inc. | 17,640 | $918,346.25 | $713,273.4 | - | -$205,072.85 | -22.33% | -0.012% |
| GILD Gilead Sciences Inc. | 6,114 | $750,432.36 | $967,723.92 | - | $217,291.56 | 28.96% | +1.436% |
| GOOGL Alphabet Inc | 1,032 | $195,357.6 | $331,127.52 | - | $135,769.92 | 69.5% | +0.203% |
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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 Ltd. ADR - $2.78M, Applied Materials Inc - $2.16M, PulteGroup, Inc - $1.94M, Nextpower Inc. Class A Common Stock - $1.6M, 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 - $1.69M, AMN Healthcare Services, Inc - $1.35M, Atkore Inc - $1.32M, Qfin Holdings Inc. ADR - $310,009.66, and The 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 $9.02M earned over time. The largest contributors to dividend income include iShares Floating Rate Bond ETF - $672,169.61, Vanguard Short-Term Corporate Bond ETF - $571,644.18, Equinor ASA Sponsored ADR - $530,686.87, Vanguard Emerging Markets Government Bond ETF - $509,721.7, 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.
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