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Schwap: INDIVIDUAL 6734 - New Portfolio

PerformancePortfolio Details

Joe Monsanto

Schwap: INDIVIDUAL 6734
Individual Investor
Ranked #79,259 out of 748,626 TipRanks' Investors
Success Rate
62%
44 out of 71
profitable transactions
Average Return
22.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.13%
6-Month Return▲ 15.38%
12-Month Return▲ 21.81%
YTD Return▲ 9.87%
Total Return▲ 43.97%

Best Trade

AssetRolls-Royce (RYCEY)
Opened at
Closed at-
Gain▲ 527.83%

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

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 12.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.36%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.92%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.70%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.62%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.48%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 8.13%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.70%
▼ 1.87%▲ 1.59%▼ 5.36%
▲ 14.08%▲ 5.22%▲ 10.92%
▲ 5.05%▲ 3.27%▼ 0.70%
▼ 12.40%▼ 4.03%▼ 6.62%
▲ 11.46%▲ 5.06%▲ 5.94%
▼ 2.25%▲ 3.53%▼ 1.48%
▲ 24.77%▼ 1.07%▲ 8.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABBV
AbbVie
―
▲ 10.93%
3
Close
Sep 25, 2023
DNA
Ginkgo Bioworks Holdings
―
▼ 17.34%
5
Close
Sep 25, 2023
MRNA
Moderna
―
▼ 16.66%
3
Close
Sep 25, 2023
PLTR
Palantir Technologies
―
▲ 44.66%
3
Close
Sep 25, 2023
ZIM
ZIM Integrated Shipping Services
―
▼ 27.76%
3
Close
Sep 25, 2023
WMT
Walmart
―
▲ 12.37%
3
Close
Sep 25, 2023
AGNC
AGNC Investment
―
▲ 18.63%
3
Close
Sep 25, 2023
GOLD
Barrick Gold
8.32%
▲ 16.09%
1
Open
Sep 25, 2023
AMZN
Amazon
7.11%
▲ 54.85%
3
Buy
Sep 08, 2023
BAND
Bandwidth
4.72%
▲ 55.84%
6
Buy
Sep 08, 2023
STT
State Street
3.92%
▲ 30.27%
2
Buy
Sep 08, 2023
IIPR
Innovative Industrial Properties
3.55%
▲ 52.19%
2
Buy
Sep 08, 2023
INTC
Intel
3.16%
▲ 3.42%
4
Buy
Sep 08, 2023
LMT
Lockheed Martin
3.64%
▲ 28.22%
2
Buy
Sep 08, 2023
RHHBY
Roche Holding
―
▼ 8.36%
2
Close
Sep 08, 2023
RYCEY
Rolls-Royce
5.74%
▲ 314.75%
3
Buy
Sep 08, 2023
SBUX
Starbucks
―
▲ 17.32%
2
Close
Sep 08, 2023
SOFI
SoFi Technologies
3.23%
▲ 14.12%
3
Buy
Sep 08, 2023
TSLA
Tesla
4.2%
▼ 15.55%
2
Buy
Sep 08, 2023
SELF
Global Self Storage
―
▲ 7.98%
2
Close
Sep 08, 2023