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Schwab - New Portfolio
Clyde Paisley
SchwabIndividual Investor
Ranked #351,439 out of 788,370 TipRanks' Investors
Success Rate
38 out of 73
profitable transactions
profitable transactions
Average Return
6.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.79%
6-Month Return▲ 24.86%
12-Month Return-
YTD Return▲ 7.40%
Total Return▲ 37.44%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.76%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.99%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 14.73%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.36%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.30%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 0.81%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.14%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.13%
Feb 2025
▲ 8.13%▲ 1.21%▲ 4.76%
▼ 13.14%▲ 2.34%▼ 0.99%
▲ 2.93%▲ 2.10%▲ 14.73%
▲ 9.99%▼ 0.89%▲ 0.36%
▲ 26.03%▲ 5.96%▲ 4.30%
▲ 5.97%▼ 2.41%▼ 0.81%
▲ 5.25%▲ 2.69%▲ 4.14%
▼ 9.08%▲ 1.42%▲ 3.13%
Recent Activity
Li Auto
21.68%
▲ 18.41%
16
Sell
Feb 13, 2025
Geely Automobile Holdings
16.87%
▲ 6.34%
1
Open
Feb 13, 2025
KKR & Co
―
▲ 27.02%
3
Close
Feb 12, 2025
Uber Technologies
5.29%
▲ 1.84%
3
Open
Feb 12, 2025
EMCOR Group
3.01%
▲ 11.03%
3
Open
Feb 04, 2025
Matador Resources
3.96%
▼ 9.01%
1
Open
Feb 04, 2025
PayPal Holdings
―
▲ 3.30%
4
Close
Jan 31, 2025
Grab
―
▲ 1.78%
2
Close
Jan 31, 2025
Rigetti Computing
―
▼ 10.15%
2
Close
Jan 17, 2025
Applied Materials
5.12%
▼ 10.24%
1
Open
Jan 17, 2025
Uber Technologies
―
▲ 3.65%
2
Close
Jan 04, 2025
TSMC
―
▲ 1.74%
6
Close
Jan 03, 2025
Broadcom
8.14%
▲ 5.20%
5
Open
Jan 03, 2025
Dell Technologies
―
▼ 6.24%
6
Close
Jan 03, 2025
Arista Networks
3.66%
▲ 0.39%
4
Buy
Jan 03, 2025
Check Point
―
▼ 4.06%
2
Close
Jan 03, 2025
Synopsys
―
▼ 4.61%
2
Close
Jan 03, 2025
Salesforce
9.23%
▲ 0.31%
2
Buy
Jan 03, 2025
Alphabet Class A
8.03%
▲ 1.19%
2
Buy
Jan 03, 2025
Howmet Aerospace
―
▲ 8.60%
2
Close
Jan 03, 2025