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Schwap: INDIVIDUAL 6734 - New Portfolio

PerformancePortfolio Details

Joe Monsanto

Schwap: INDIVIDUAL 6734
Individual Investor
Ranked #135,841 out of 754,519 TipRanks' Investors
Success Rate
56%
40 out of 71
profitable transactions
Average Return
20.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.69%
6-Month Return▼ 0.57%
12-Month Return▲ 15.36%
YTD Return▲ 5.12%
Total Return▲ 37.20%

Best Trade

AssetRolls-Royce (RYCEY)
Opened at
Closed at-
Gain▲ 638.01%

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

25.76%0-25.76%
▼ 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
▲ 25.76%
▲ 1.21%
▲ 10.66%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 6.51%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 25.76%▲ 1.21%▲ 10.66%
▼ 4.21%▲ 2.34%▼ 6.51%

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
―
▼ 18.77%
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
―
▼ 27.77%
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
9.34%
▲ 32.93%
1
Open
Sep 25, 2023
AMZN
Amazon
6.88%
▲ 53.69%
3
Buy
Sep 08, 2023
BAND
Bandwidth
3.56%
▲ 22.84%
6
Buy
Sep 08, 2023
STT
State Street
3.96%
▲ 33.66%
2
Buy
Sep 08, 2023
IIPR
Innovative Industrial Properties
3.55%
▲ 56.65%
2
Buy
Sep 08, 2023
INTC
Intel
2.2%
▼ 26.24%
4
Buy
Sep 08, 2023
LMT
Lockheed Martin
3.9%
▲ 39.70%
2
Buy
Sep 08, 2023
RHHBY
Roche Holding
―
▼ 8.36%
2
Close
Sep 08, 2023
RYCEY
Rolls-Royce
6.52%
▲ 387.54%
3
Buy
Sep 08, 2023
SBUX
Starbucks
―
▲ 17.32%
2
Close
Sep 08, 2023
SOFI
SoFi Technologies
3.45%
▲ 25.43%
3
Buy
Sep 08, 2023
TSLA
Tesla
4.04%
▼ 17.91%
2
Buy
Sep 08, 2023
SELF
Global Self Storage
―
▲ 7.98%
2
Close
Sep 08, 2023