Jaime Montoya's investments from 12 April 2024 to 2 October 2026.

• Capital including chronological net worth resulting from investments and amounts in (a) Mutual funds (b) Bank accounts (c) Stock market. Data available from 5 May 2024 to 2 October 2026.
• Mutual funds plus stocks investments total profits from 12 April 2024 to 2 October 2026.
• Nvidia Corporation (NVDA) investments from 12 November 2024 to 2 October 2026.
• Amazon.com, Inc. (AMZN) investments from 18 November 2024 to 19 November 2024.
• Pfizer Inc. (PFE) investments from 7 January 2025 to 1 July 2025.
• Stock profits from 12 Nov 2024 to 2 October 2026.
• Mutual funds profits from 12 Apr 2024 to 2 October 2026.

Jaime Montoya's stock investments from 12 November 2024 to 2 October 2026 versus hypothetical investments of the same amounts on NASDAQ-100 (QQQ), S&P 500 (SPY), and Dow Jones (DIA).

Jaime Montoya's stock portfolio performance vs NASDAQ-100 (QQQ), S&P 500 (SPY), and Dow Jones (DIA) from 12 November 2024 to 2 October 2026.

• Clear Outperformance: Jaime Montoya's stock portfolio significantly beat all three major stock market benchmarks in both total dollar profit and annualized rate of return over this nearly two-year period.
• Margin of Victory vs. Tech: The portfolio's annualized return of 26.1% outperformed the tech-heavy NASDAQ-100 (QQQ) by 10.45 percentage points, and generated nearly $3,716 more in net profit.
• Margin of Victory vs. Broad Market: It more than doubled the annualized return of the S&P 500 (SPY) and nearly quintupled the performance of the Dow Jones Industrial Average (DIA).