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Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #11,400 out of 808,802 TipRanks' Investors
Success Rate
113 out of 131
profitable transactions
profitable transactions
Average Return
31.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.94%
6-Month Return▲ 10.21%
12-Month Return▲ 23.86%
YTD Return▲ 11.59%
Total Return▲ 84.47%
Best Trade
Bio
Performance
14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 0.12%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.51%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.06%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.06%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.77%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.58%
Jul 2025
▲ 5.10%▼ 2.41%▼ 0.12%
▲ 6.03%▲ 2.69%▲ 2.04%
▼ 12.86%▼ 1.27%▼ 1.04%
▼ 1.80%▼ 5.57%▼ 7.51%
▲ 1.84%▼ 0.87%▲ 0.06%
▲ 12.20%▲ 6.28%▲ 9.06%
▲ 6.24%▲ 5.14%▲ 7.77%
▲ 14.83%▲ 1.65%▲ 1.58%
Recent Activity
Vanguard S&P 500 ETF
―
▲ 22.24%
12
Close
Apr 28, 2025
Vanguard Mid-Cap ETF
5.87%
▲ 19.56%
3
Buy
Apr 28, 2025
Vanguard Small-Cap ETF
5.97%
▲ 18.08%
2
Buy
Apr 28, 2025
Schwab US Dividend Equity ETF
7.4%
▲ 6.27%
1
Open
Apr 28, 2025
Wells Fargo
3.66%
▲ 61.08%
12
Buy
Apr 24, 2025
Nvidia
12.32%
▲ 163.57%
7
Buy
Apr 24, 2025
Berkshire Hathaway B
6%
▲ 16.98%
3
Buy
Apr 24, 2025
JPMorgan Chase
5.89%
▲ 38.55%
5
Buy
Apr 24, 2025
Meta Platforms
6.59%
▲ 36.04%
7
Buy
Apr 24, 2025
Broadcom
5.35%
▲ 71.53%
4
Buy
Apr 24, 2025
Apple
14.2%
▲ 14.44%
14
Buy
Apr 04, 2025
Amazon
13.01%
▲ 84.26%
4
Buy
Apr 04, 2025
Microsoft
13.51%
▲ 51.77%
13
Buy
Apr 04, 2025
Alphabet Class A
―
▲ 10.42%
8
Close
Apr 02, 2025
UnitedHealth
―
▲ 20.96%
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