Schwab - New Portfolio
1BA6FFD7
SchwabIndividual Investor
Ranked #551,056 out of 859,299 TipRanks' Investors
Success Rate
31 out of 79
profitable transactions
profitable transactions
Average Return
-0.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.08%
6-Month Return▼ 11.77%
12-Month Return▼ 8.07%
YTD Return▲ 6.21%
Total Return▲ 3.93%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 12.12%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.82%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 5.76%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.66%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 7.12%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.75%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 1.58%
Apr 2026
▲ 12.88%▲ 3.56%▲ 7.95%
▲ 10.96%▲ 2.38%▼ 12.12%
▼ 3.68%▲ 0.19%▼ 7.82%
▼ 0.10%▲ 0.08%▼ 5.76%
▲ 4.06%▲ 1.47%▼ 1.66%
▼ 1.12%▼ 0.86%▲ 7.12%
▲ 0.60%▼ 4.94%▼ 0.75%
▲ 12.62%▲ 7.63%▲ 1.58%
Recent Activity
Tesla
20.05%
▲ 38.62%
1
Open
Apr 02, 2025
Li Auto
5.73%
▼ 21.69%
18
Sell
Mar 17, 2025
FT Energy Income Partners Enhanced Income ETF
48.26%
▲ 19.33%
2
Buy
Mar 17, 2025
Broadcom
―
▲ 1.29%
6
Close
Mar 13, 2025
Texas Pacific Land
―
▲ 115.37%
2
Close
Mar 13, 2025
Parker Hannifin
―
▲ 16.82%
2
Close
Mar 13, 2025
Salesforce
―
▼ 12.01%
3
Close
Mar 13, 2025
Alphabet Class A
―
▼ 8.22%
3
Close
Mar 13, 2025
Uber Technologies
―
▼ 4.07%
4
Close
Mar 13, 2025
Geely Automobile Holdings
―
▲ 1.39%
2
Close
Mar 08, 2025
BYD Company
12.82%
▼ 6.86%
1
Open
Mar 08, 2025
Arista Networks
―
▼ 3.13%
5
Close
Feb 28, 2025
EMCOR Group
―
▲ 11.54%
4
Close
Feb 28, 2025
Applied Materials
―
▼ 17.50%
2
Close
Feb 28, 2025
Matador Resources
―
▼ 9.79%
2
Close
Feb 28, 2025
Berkshire Hathaway B
8.76%
▼ 7.73%
1
Open
Feb 28, 2025
XPeng, Inc. ADR
4.37%
▼ 20.66%
1
Open
Feb 27, 2025
KKR & Co
―
▲ 27.02%
3
Close
Feb 12, 2025
PayPal Holdings
―
▲ 3.30%
4
Close
Jan 31, 2025
Grab
―
▲ 1.78%
2
Close
Jan 31, 2025