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Schwap: INDIVIDUAL 6734 - New Portfolio

Joe Monsanto

Schwap: INDIVIDUAL 6734
Individual Investor
Ranked #85,783 out of 729,985 TipRanks' Investors
Success Rate
61%
43 out of 71
profitable transactions
Average Return
16.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.45%
6-Month Return▲ 26.72%
12-Month Return▲ 34.98%
YTD Return▼ 0.71%
Total Return▲ 30.14%

Best Trade

Opened at
Closed at-
Gain▲ 486.76%

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

14.09%0-14.09%
▼ 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
▲ 14.08%
▲ 5.22%
▲ 10.92%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.70%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 4.75%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 14.08%▲ 5.22%▲ 10.92%
▲ 5.05%▲ 3.27%▼ 0.70%
▼ 14.09%▼ 3.33%▼ 4.75%

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
▲ 18.63%
3
Close
Sep 25, 2023
Barrick Gold
8.52%
▲ 8.70%
1
Open
Sep 25, 2023
Amazon
7.59%
▲ 54.59%
3
Buy
Sep 08, 2023
Bandwidth
4.26%
▲ 29.92%
6
Buy
Sep 08, 2023
State Street
3.77%
▲ 13.09%
2
Buy
Sep 08, 2023
Innovative Industrial Properties
3.14%
▲ 22.17%
2
Buy
Sep 08, 2023
Intel
3.84%
▲ 13.54%
4
Buy
Sep 08, 2023
Lockheed Martin
3.51%
▲ 12.38%
2
Buy
Sep 08, 2023
Roche Holding
▼ 8.36%
2
Close
Sep 08, 2023
Rolls-Royce
5.74%
▲ 287.62%
3
Buy
Sep 08, 2023
Starbucks
▲ 17.32%
2
Close
Sep 08, 2023
SoFi Technologies
3.66%
▲ 18.99%
3
Buy
Sep 08, 2023
Tesla
3.41%
▼ 44.53%
2
Buy
Sep 08, 2023
Global Self Storage
▲ 7.98%
2
Close
Sep 08, 2023