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Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #11,070 out of 757,311 TipRanks' Investors
Success Rate
80 out of 93
profitable transactions
profitable transactions
Average Return
22.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.36%
6-Month Return▲ 11.95%
12-Month Return▲ 34.66%
YTD Return▲ 22.70%
Total Return▲ 48.49%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.22%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.75%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.20%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.11%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.09%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 1.83%
Sep 2024
▲ 14.08%▲ 5.22%▲ 5.11%
▲ 5.05%▲ 3.27%▲ 3.22%
▼ 12.40%▼ 4.03%▼ 0.75%
▲ 11.46%▲ 5.06%▲ 5.20%
▼ 2.25%▲ 3.53%▲ 5.11%
▲ 25.76%▲ 1.21%▲ 1.09%
▼ 4.21%▲ 2.34%▲ 2.09%
▲ 1.03%▼ 0.11%▼ 1.83%
Recent Activity
UnitedHealth
―
▲ 20.45%
6
Close
Jul 25, 2024
Mastercard
―
▼ 1.05%
2
Close
Jul 15, 2024
Conocophillips
―
▲ 6.51%
8
Close
Jun 25, 2024
Home Depot
―
▼ 3.27%
2
Close
May 23, 2024
Tesla
―
▲ 10.97%
5
Close
May 17, 2024
Adobe
―
▼ 6.18%
3
Close
May 02, 2024
Cisco Systems
―
▲ 2.68%
4
Close
May 02, 2024
Meta Platforms
5.72%
▲ 23.31%
2
Buy
May 02, 2024
Apple
26.19%
▲ 25.43%
11
Sell
Apr 18, 2024
JPMorgan Chase & Co.
4.54%
▲ 15.28%
2
Buy
Apr 18, 2024
Amazon
14.9%
▲ 97.85%
3
Sell
Apr 04, 2024
Microsoft
15.71%
▲ 33.28%
10
Sell
Apr 04, 2024
Vanguard S&P 500 ETF
7.68%
▲ 30.42%
7
Buy
Mar 29, 2024
Nvidia
10.74%
▲ 142.47%
4
Sell
Mar 08, 2024
Wells Fargo
3.13%
▲ 26.69%
8
Buy
Mar 05, 2024
Alphabet Class A
4.64%
▲ 27.14%
4
Buy
Mar 04, 2024
Exxon Mobil
―
▼ 1.17%
5
Close
Feb 23, 2024
Chevron
―
▲ 1.71%
5
Close
Feb 22, 2024
Bank of America
―
▲ 15.61%
7
Close
Feb 16, 2024
US Bancorp
―
▲ 8.25%
7
Close
Feb 15, 2024