tiprankstipranks

Individual - New Portfolio

Jose Monreal

Individual
Individual Investor
Ranked #300,404 out of 858,885 TipRanks' Investors
Success Rate
58%
11 out of 19
profitable transactions
Average Return
38.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.69%
6-Month Return▼ 3.15%
12-Month Return▲ 65.01%
YTD Return▲ 1.31%
Total Return▲ 43.60%

Best Trade

Opened at
Closed at-
Gain▲ 155.37%

Bio

CFP & RICP

Performance

13.64%0-13.64%
▲ 12.88%
▲ 3.56%
▲ 13.64%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.08%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.16%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.88%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.15%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.00%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.74%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 8.54%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 13.64%
▲ 10.96%▲ 2.38%▲ 2.08%
▼ 3.68%▲ 0.19%▼ 7.16%
▼ 0.10%▲ 0.08%▲ 0.88%
▲ 4.06%▲ 1.47%▲ 3.15%
▼ 1.12%▼ 0.86%▼ 4.00%
▲ 0.60%▼ 4.94%▼ 5.74%
▲ 4.89%▲ 4.48%▲ 8.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
▲ 14.58%
2
Sell
Oct 19, 2025
AppLovin
▲ 74.75%
2
Close
Oct 19, 2025
Cliffwater Enhanced Lending Fund Class I
▼ 0.69%
5
Close
Sep 18, 2025
ARK 21Shares Bitcoin ETF Ben of Int
16.2%
▼ 17.87%
2
Buy
Sep 16, 2025
IShares Bitcoin Trust Registered
9.34%
▼ 24.26%
3
Sell
Aug 21, 2025
CoreWeave
▲ 11.19%
2
Close
Jun 18, 2025
Uber Technologies
3.11%
▼ 15.74%
1
Buy
Jun 18, 2025
Nvidia
10.42%
▲ 88.61%
1
Buy
Jun 05, 2025
Amazon
25.19%
▲ 14.29%
1
Buy
Jun 05, 2025
TSMC
35.73%
▲ 104.45%
7
Sell
May 19, 2025