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Schwap: INDIVIDUAL 6734 - New Portfolio

Joe Monsanto

Schwap: INDIVIDUAL 6734
Individual Investor
Ranked #149,680 out of 717,291 TipRanks' Investors
Success Rate
55%
39 out of 71
profitable transactions
Average Return
12.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.82%
6-Month Return▲ 11.02%
12-Month Return▲ 22.68%
YTD Return▼ 6.60%
Total Return▲ 22.51%

Best Trade

Opened at
Closed at-
Gain▲ 406.45%

Bio

Retail investor since 1997. My portfolio reflects value, dividends and grow stocks with a contrarian strategy. Time and discipline is everything to create value

Performance

12.70%0-12.70%
▲ 11.13%
▲ 3.27%
▲ 11.03%
Jul 2023
▼ 8.63%
▼ 1.63%
▼ 4.47%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 9.12%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.56%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.36%
Jan 2024
▲ 8.79%
▲ 5.17%
▼ 1.31%
Feb 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.13%▲ 3.27%▲ 11.03%
▼ 8.63%▼ 1.63%▼ 4.47%
▼ 4.52%▼ 4.74%▼ 9.12%
▼ 6.45%▼ 2.17%▼ 1.85%
▲ 9.22%▲ 9.13%▲ 9.56%
▲ 5.14%▲ 4.57%▲ 12.70%
▼ 1.87%▲ 1.59%▼ 5.36%
▲ 8.79%▲ 5.17%▼ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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AbbVie
▲ 10.93%
3
Close
Sep 25, 2023
Ginkgo Bioworks Holdings
▼ 17.34%
5
Close
Sep 25, 2023
Moderna
▼ 16.66%
3
Close
Sep 25, 2023
Palantir Technologies
▲ 44.66%
3
Close
Sep 25, 2023
ZIM Integrated Shipping Services
▼ 27.76%
3
Close
Sep 25, 2023
Walmart
▲ 12.37%
3
Close
Sep 25, 2023
AGNC Investment
▲ 18.64%
3
Close
Sep 25, 2023
Barrick Gold
7.69%
▼ 4.66%
1
Open
Sep 25, 2023
Amazon
7.61%
▲ 50.67%
3
Buy
Sep 08, 2023
Bandwidth
2.81%
▼ 13.96%
6
Buy
Sep 08, 2023
State Street
3.78%
▲ 10.85%
2
Buy
Sep 08, 2023
Innovative Industrial Properties
2.92%
▲ 10.40%
2
Buy
Sep 08, 2023
Intel
4.84%
▲ 42.39%
4
Buy
Sep 08, 2023
Lockheed Martin
3.34%
▲ 4.54%
2
Buy
Sep 08, 2023
Roche Holding
▼ 8.34%
2
Close
Sep 08, 2023
Rolls-Royce
5.02%
▲ 234.56%
3
Buy
Sep 08, 2023
Starbucks
▲ 17.32%
2
Close
Sep 08, 2023
SoFi Technologies
3.98%
▲ 28.25%
3
Buy
Sep 08, 2023
Tesla
4.09%
▼ 26.40%
2
Buy
Sep 08, 2023
Global Self Storage
▲ 8.00%
2
Close
Sep 08, 2023