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*****0177 - New Portfolio

Joe Monsanto

*****0177
Individual Investor
Ranked #15,122 out of 730,199 TipRanks' Investors
Success Rate
65%
49 out of 76
profitable transactions
Average Return
65.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.91%
6-Month Return▲ 33.04%
12-Month Return▲ 52.33%
YTD Return▲ 3.89%
Total Return▲ 52.30%

Best Trade

Opened at
Closed at-
Gain▲ 559.67%

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

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 4.12%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.88%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.42%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.21%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.09%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 14.37%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.60%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 4.72%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.12%
▼ 6.45%▼ 2.17%▼ 3.88%
▲ 9.22%▲ 9.13%▲ 12.42%
▲ 5.14%▲ 4.57%▲ 11.21%
▼ 1.87%▲ 1.59%▼ 4.09%
▲ 14.08%▲ 5.22%▲ 14.37%
▲ 5.05%▲ 3.27%▼ 0.60%
▼ 18.13%▼ 3.38%▼ 4.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Nio
▼ 4.67%
4
Close
Sep 28, 2022
Cloudflare
2.3%
▲ 50.73%
4
Buy
Sep 27, 2022
Palantir Technologies
4.6%
▲ 185.85%
2
Buy
Sep 26, 2022
A10 Networks
1.68%
▲ 4.60%
4
Sell
Sep 26, 2022
Rolls-Royce
13.25%
▲ 517.50%
4
Buy
Sep 26, 2022
Salesforce
3.86%
▲ 77.55%
3
Sell
Sep 26, 2022
Cisco Systems
3.4%
▲ 9.29%
4
Sell
Sep 26, 2022
Meta Platforms
7.8%
▲ 206.56%
5
Sell
Sep 26, 2022
Walt Disney
1.99%
▲ 1.42%
2
Sell
Sep 26, 2022
International Business Machines
2.98%
▲ 43.30%
2
Sell
Sep 26, 2022
Bandwidth
3.14%
▲ 23.57%
4
Sell
Sep 26, 2022
SoFi Technologies
5.36%
▲ 28.68%
6
Sell
Sep 26, 2022
Apple
4.5%
▲ 9.43%
3
Sell
Sep 26, 2022
Newmont Mining
1.15%
▼ 8.41%
3
Sell
Sep 26, 2022
Northern Oil And Gas
1.52%
▲ 68.25%
1
Buy
Sep 26, 2022
Twilio
1.06%
▼ 11.47%
1
Buy
Sep 26, 2022
Lithium Americas
▼ 17.18%
2
Close
Sep 25, 2022
Rio Tinto
▼ 5.75%
3
Close
Sep 25, 2022
Ally Financial
▼ 10.72%
3
Close
Sep 25, 2022
Lincoln National
▼ 13.20%
2
Close
Sep 25, 2022