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:
22.35%
Gain +1.63%
Monthly
0.85%
Yearly
10.65%
Drawdown
16.65%
$122.68M
Equity
Holdings
$122.68M
Investment
$109.68M
$32.36M
Profit +$2.09M
Realized
$19.35M
Unrealized
$13.01M
Dividends
$8.12M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.63%
Profit
$2.09M
Win %
68%
This Week
Compared To Last Week
Gain
-1.68%
Profit
-$2.09M
Win %
68%
This Month
Compared to last month
Gain
-1.5%
Profit
-$1.87M
Win %
68%
This Year
Compared to last year
Gain
-0.38%
Profit
-$115,086.85
Win %
70%
AMAT Applied Materials, Inc.
+11.35%
+$34,253 
CPA Copa Holdings S.A.
+7.36%
+$430,959.76 
ROKT SPDR S&P Kensho Final Frontiers ETF
+7.2%
+$31,689.67 
NXT Nextracker Inc.
+7.02%
+$13,550.64 
QCOM QUALCOMM Incorporated
+6.44%
+$161,174.83 
RYAAY Ryanair Holdings plc American Depositary Receipt
+6.33%
+$32,002.98 
GD General Dynamics Corporation
+5.39%
+$24,891.34 
STLA Stellantis N.V.
+4.87%
+$8,967.04 
MTUM iShares MSCI USA Momentum Factor ETF
+4.57%
+$25,835.5 
SHLD Global X Defense Tech ETF
+4.39%
+$94,595.76 
IMTM iShares MSCI International Momentum Factor ETF
+4.01%
+$20,584.05 
SYF Synchrony Financial
+3.87%
+$66,480.66 
ALGN Align Technology, Inc.
+3.85%
+$13,632.75 
GILD Gilead Sciences Inc.
+3.77%
+$28,002.12 
ABEV Ambev S.A.
+3.7%
+$69,785.34 
CMI Cummins Inc.
+3.62%
+$68,718.24 
ICLR ICON plc
+3.57%
+$11,218.38 
GGB Gerdau S.A.
+3.32%
+$14,435.85 
IAU iShares Gold Trust
+3.2%
+$66,646.32 
VFMO Vanguard U.S. Momentum Factor Fund
+3.16%
+$16,859.84 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+2.92%
+$8,582.17 
CROX Crocs, Inc.
+2.85%
+$78,752.4 
FLJP Franklin FTSE Japan ETF
+2.82%
+$24,132.6 
TXT Textron Inc.
+2.74%
+$14,125 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+2.68%
+$14,386.37 
OMC Omnicom Group Inc.
+2.63%
+$6,922.26 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$54,774 
EWJV iShares MSCI Japan Value ETF
+2.6%
+$15,546.81 
PXH Invesco FTSE RAFI Emerging Markets ETF
+2.56%
+$196,827.12 
PFE Pfizer Inc.
+2.42%
+$39,928.62 
DFE WisdomTree Europe SmallCap Dividend Fund
+2.35%
+$47,718.44 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$145,548.94 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+2.16%
+$122,021.15 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+2.03%
+$20,301.19 
MGK Vanguard Mega Cap Growth ETF
+1.95%
+$4,722.7 
PRF Invesco FTSE RAFI US 1000 ETF
+1.78%
+$24,108.18 
VOO Vanguard S&P 500 ETF
+1.76%
+$6,676.85 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.68%
+$75,003.01 
MRK Merck & Co., Inc.
+1.62%
+$15,298.14 
GPZ VanEck Alternative Asset Manager ETF
+1.53%
+$9,964.38 
PYPL PayPal Holdings Inc
+1.12%
+$16,136.12 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.96%
+$42,282.75 
QFIN Qifu Technology, Inc. American Depositary Shares
+0.94%
+$14,132.16 
UHS Universal Health Services, Inc.
+0.78%
+$9,637.77 
UTHR United Therapeutics Corporation
+0.72%
+$13,353.91 
DHS WisdomTree U.S. High Dividend Fund
+0.62%
+$10,608.48 
ZTO ZTO Express (Cayman) Inc.
+0.47%
+$22,463.28 
GOOGL Alphabet Inc
+0.33%
+$1,197.12 
USRT iShares Core U.S. REIT ETF
+0.29%
+$2,512.37 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.28%
+$18,529.94 
FNF Fidelity National Financial, Inc.
+0.19%
+$1,800.45 
INMD InMode Ltd.
+0.11%
+$3,711.64 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$1,821.9 
CMCSA Comcast Corp
+0.06%
+$891.81 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$1,990.3 
SHV iShares Short Treasury Bond ETF
+0.01%
+$64.38 
PROK ProKidney Corp
0%
$0 
PAYC Paycom Software, Inc.
-2.97%
-$52,743.46 
BABA Alibaba Group Holding Limited SP ADR
-2.36%
-$9,256.16 
ADP Automatic Data Processing Inc.
-2.3%
-$41,407.46 
MED Medifast Inc.
-1.85%
-$17,788.5 
INGR Ingredion Inc.
-1.37%
-$11,388.57 
ACN Accenture plc Class A
-1.27%
-$3,142.8 
CTSH Cognizant Technology Solutions Corporation
-1.26%
-$17,466.88 
VEEV Veeva Systems Inc.
-1.15%
-$16,458.12 
BMRN Biomarin Pharmaceutical Inc.
-0.91%
-$2,509.71 
CNI Canadian National Railway Company
-0.78%
-$8,614.59 
NTAP NetApp, Inc.
-0.73%
-$9,931.1 
PDD PDD Holdings Inc. American Depositary Shares
-0.7%
-$27,851.85 
CLX The Clorox Company
-0.5%
-$4,036.5 
RMD ResMed Inc.
-0.5%
-$6,759.82 
INSW International Seaways Inc.
-0.04%
-$87.48 
KFY Korn Ferry
-0.01%
-$257.49 Events
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Dividends
Dividend Analysis
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| Trades 606 | Longs Won 415/606 68% | Profit Factor 3.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $260,112.24 |
| Average Win $111,737.69 | Best Trade (Jun 11) $4.26M | Sharpe Ratio -10.72 |
| Average Loss -$73,378.41 | Worst Trade (Jun 29) -$1.13M | Z-Score -1.61 (90.1%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy $53,392.52 |
| 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 | 1,672 | 1,505 | 1,338 | 1,171 | 1,003 | 836 | 669 | 502 | 334 | 167 |
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Returns
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