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:
28.75%
Gain -0.14%
Monthly
0.97%
Yearly
12.29%
Drawdown
17.91%
$117.25M
Equity
Holdings
$117.25M
Investment
$107.29M
$27.24M
Profit -$149,858.76
Realized
$17.28M
Unrealized
$9.96M
Dividends
$8.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$149,858.76
Win %
68%
This Week
Compared To Last Week
Gain
0.02%
Profit
$19,029.97
Win %
68%
This Month
Compared to last month
Gain
1.78%
Profit
$2.05M
Win %
68%
This Year
Compared to last year
Gain
5.37%
Profit
$5.97M
Win %
70%
BABA Alibaba Group Holding Limited SP ADR
+4.78%
+$18,682.47 
QFIN Qifu Technology, Inc. American Depositary Shares
+3.1%
+$39,872.88 
PDD PDD Holdings Inc. American Depositary Shares
+2.23%
+$90,821.25 
INSW International Seaways Inc.
+1.93%
+$4,869.72 
ABEV Ambev S.A.
+1.65%
+$30,341.45 
GOOGL Alphabet Inc
+1.58%
+$5,670.85 
PAYC Paycom Software, Inc.
+1.5%
+$28,840.02 
VEEV Veeva Systems Inc.
+1.12%
+$19,070.52 
ZTO ZTO Express (Cayman) Inc.
+0.98%
+$50,274.96 
MED Medifast Inc.
+0.88%
+$7,115.4 
OMC Omnicom Group Inc.
+0.81%
+$2,348.94 
ROKT SPDR S&P Kensho Final Frontiers ETF
+0.75%
+$3,041.6 
ACN Accenture plc Class A
+0.56%
+$1,178.55 
MTUM iShares MSCI USA Momentum Factor ETF
+0.49%
+$2,746.88 
GD General Dynamics Corporation
+0.48%
+$2,418.68 
PYPL PayPal Holdings Inc
+0.48%
+$9,575.28 
CMCSA Comcast Corp
+0.4%
+$5,648.13 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.36%
+$27,337.1 
FLJP Franklin FTSE Japan ETF
+0.26%
+$2,234.5 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$540.55 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$2,181.37 
INGR Ingredion Inc.
+0.04%
+$363.46 
CLX The Clorox Company
+0.02%
+$161.46 
SHV iShares Short Treasury Bond ETF
+0.01%
+$21.46 
CDNMF EGR Exploration Ltd.
0%
$0 
EWJV iShares MSCI Japan Value ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RYAAY Ryanair Holdings plc American Depositary Receipt
-6.03%
-$34,178.82 
ICLR ICON plc
-2.62%
-$9,687.12 
GPZ VanEck Alternative Asset Manager ETF
-2.52%
-$16,998.06 
PROK ProKidney Corp
-2.47%
-$1,100 
NXT Nextracker Inc.
-2.42%
-$4,301.38 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-2.42%
-$150,112.35 
MRK Merck & Co., Inc.
-2.18%
-$21,978.68 
FNF Fidelity National Financial, Inc.
-2.07%
-$21,505.37 
CROX Crocs, Inc.
-1.57%
-$48,767.42 
ALGN Align Technology, Inc.
-1.32%
-$4,834.75 
UTHR United Therapeutics Corporation
-1.32%
-$23,898.1 
CMI Cummins Inc.
-1.31%
-$25,524.86 
GGB Gerdau S.A.
-1.27%
-$5,764.72 
TXT Textron Inc.
-1.13%
-$5,819.5 
PFE Pfizer Inc.
-1.12%
-$18,032.28 
DFE WisdomTree Europe SmallCap Dividend Fund
-1.08%
-$21,893.47 
STLA Stellantis N.V.
-1.04%
-$1,681.32 
NTAP NetApp, Inc.
-0.97%
-$13,438.68 
CTSH Cognizant Technology Solutions Corporation
-0.87%
-$10,400.13 
IMTM iShares MSCI International Momentum Factor ETF
-0.85%
-$4,418.04 
CPA Copa Holdings S.A.
-0.74%
-$46,923.14 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.69%
-$3,937.87 
GILD Gilead Sciences Inc.
-0.69%
-$5,624.88 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.67%
-$31,296.22 
EFV iShares MSCI EAFE Value ETF
-0.64%
-$13,693.5 
UHS Universal Health Services, Inc.
-0.61%
-$7,846.77 
DHS WisdomTree U.S. High Dividend Fund
-0.61%
-$10,761.12 
RMD ResMed Inc.
-0.57%
-$7,985.7 
SYF Synchrony Financial
-0.56%
-$10,132.74 
USRT iShares Core U.S. REIT ETF
-0.54%
-$4,892.51 
QCOM QUALCOMM Incorporated
-0.52%
-$11,652.77 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.5%
-$5,019.52 
VFMO Vanguard U.S. Momentum Factor Fund
-0.45%
-$2,395.4 
KFY Korn Ferry
-0.4%
-$8,110.94 
AMAT Applied Materials, Inc.
-0.36%
-$1,165.44 
INMD InMode Ltd.
-0.32%
-$12,372.15 
PRF Invesco FTSE RAFI US 1000 ETF
-0.29%
-$4,103.52 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.21%
-$9,322.18 
BMRN Biomarin Pharmaceutical Inc.
-0.19%
-$565.91 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-0.13%
-$381.43 
ADP Automatic Data Processing Inc.
-0.09%
-$1,871.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$5,474.76 
IAU iShares Gold Trust
-0.07%
-$1,351.89 
VOO Vanguard S&P 500 ETF
-0.06%
-$248.78 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$819.86 
SHLD Global X Defense Tech ETF
-0.03%
-$690.48 Events
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Dividends
Dividend Analysis
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| Trades 606 | Longs Won 409/606 67% | Profit Factor 3.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $199,235.9 |
| Average Win $99,696.12 | Best Trade (Jul 22) $1.74M | Sharpe Ratio -9.68 |
| Average Loss -$68,711.74 | Worst Trade (Jun 29) -$1.13M | Z-Score -0.22 (17.73%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w | Expectancy $44,949.67 |
| 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 | 1,706 | 1,536 | 1,365 | 1,195 | 1,024 | 853 | 683 | 512 | 341 | 171 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.67M, PulteGroup Inc - $1.94M, Applied Materials, Inc - $1.9M, 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, Mosaic Company - $251,470.36, and Tyson Foods Inc - $215,986.69. 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 $8.39M earned over time. The largest contributors to dividend income include iShares Floating Rate Bond ETF - $639,515.72, Equinor ASA Sponsored ADR - $530,686.87, Vanguard Short-Term Corporate Bond ETF - $497,344.57, Stellantis N.V - $463,548.65, and Vanguard Emerging Markets Government Bond Fund - $448,083.66. 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.
