Jaime Montoya's investments from 12 April 2024 to 5 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 5 October 2026.
- Mutual funds plus stocks investments total profits from 12 April 2024 to 5 October 2026.
- Nvidia Corporation (NVDA) investments from 12 November 2024 to 5 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 5 October 2026.
- Mutual funds profits from 12 Apr 2024 to 5 October 2026.
Jaime Montoya's stock investments from 12 November 2024 to 5 October 2026 versus hypothetical investments of the same amounts on NASDAQ-100 (QQQ), S&P 500 (SPY), and Dow Jones (DIA).
| Category / Investment Strategy | Amount Invested | Net Profit (USD) | Total ROI | Annualized Return (XIRR) | Performance Role / Alpha Margin |
|---|---|---|---|---|---|
| Jaime Montoya's stock portfolio | $39,878.16 | +$10,966.83 | +27.50% | +28.71% | Active Portfolio Baseline |
| • NVIDIA (NVDA) Total | $39,619.36 | +$10,971.77 | +27.69% | +30.15% | Ultimate portfolio growth engine |
| • Amazon (AMZN) Total | $203.80 | -$0.08 | -0.04% | -13.35% | Short-term breakeven trade |
| • Pfizer (PFE) Total | $55.00 | -$4.86 | -8.84% | -17.55% | Mid-term defensive drag |
| NASDAQ-100 (QQQ) | $39,878.16 | +$5,562.30 | +13.95% | +15.65% | +13.06% Annual Alpha over Tech Index |
| S&P 500 (SPY) | $39,878.16 | +$4,103.11 | +10.29% | +11.94% | +16.59% Annual Alpha over Broad Market |
| Dow Jones (DIA) | $39,878.16 | +$1,885.24 | +4.73% | +5.47% | +23.23% Annual Alpha over Industrials |
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.
- • Jaime Montoya's Stock Portfolio: Outperformed every single market benchmark by a significant margin. Anchored by heavy allocation in NVIDIA, the portfolio secured an absolute Net Profit of $10,966.83 USD and a phenomenal compounding efficiency of 28.71% XIRR.
- • Vs. NASDAQ-100 (QQQ): Generated a massive dollar premium of +$5,404.53 USD over the tech index. The active strategy expanded your compounding pace past the QQQ’s baseline of 15.65% by an Annual Alpha margin of +13.06%.
- • Vs. S&P 500 (SPY): More than doubled the absolute dollar returns achieved by a hypothetical passive market investment ($4,302.77 USD). The portfolio outpaced the index's 12.12% growth rate by an Annual Alpha margin of +16.59%.
- • Vs. Dow Jones (DIA): Highlighted your widest active selection edge. The portfolio multiplied the industrial index's flat dollar returns ($1,942.20 USD) by over 5.6 times, crushing its modest 5.48% return rate by a dominant Annual Alpha margin of +23.23%.