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Individual - New Portfolio

Jose Monreal

Individual
Individual Investor
Ranked #200,810 out of 809,067 TipRanks' Investors
Success Rate
81%
13 out of 16
profitable transactions
Average Return
21.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.94%
6-Month Return-
12-Month Return-
YTD Return▲ 30.57%
Total Return▲ 30.57%

Best Trade

Opened at
Closed at-
Gain▲ 72.40%

Bio

CFP & RICP

Performance

18.34%0-18.34%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 10.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.47%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.17%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.36%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 16.36%
May 2025
▲ 6.24%
▲ 5.14%
▲ 15.88%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 4.62%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%▲ 10.53%
▼ 12.86%▼ 1.27%▼ 7.47%
▼ 1.80%▼ 5.57%▼ 9.17%
▲ 1.84%▼ 0.87%▼ 0.36%
▲ 12.20%▲ 6.28%▲ 16.36%
▲ 6.24%▲ 5.14%▲ 15.88%
▲ 18.34%▲ 1.57%▲ 4.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cliffwater Enhanced Lending Fund Class I
7.04%
▼ 2.12%
4
Buy
Jul 04, 2025
CoreWeave, Inc. Class A
▲ 11.19%
2
Close
Jun 18, 2025
AppLovin
7.55%
▲ 6.27%
1
Buy
Jun 18, 2025
Uber Technologies
3.85%
▲ 8.30%
1
Buy
Jun 18, 2025
Nvidia
9.18%
▲ 72.40%
1
Buy
Jun 05, 2025
IShares Bitcoin Trust Registered
14.44%
▲ 42.67%
1
Buy
Jun 05, 2025
Amazon
23.03%
▲ 8.41%
1
Buy
Jun 05, 2025
TSMC
22.33%
▲ 32.62%
7
Sell
May 19, 2025
Meta Platforms
12.58%
▲ 12.56%
1
Buy
Jan 22, 2025