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Schwab - New Portfolio
1BA6FFD7
SchwabIndividual Investor
Ranked #402,912 out of 803,890 TipRanks' Investors
Success Rate
39 out of 79
profitable transactions
profitable transactions
Average Return
4.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.63%
6-Month Return▲ 4.81%
12-Month Return▲ 24.31%
YTD Return▲ 4.08%
Total Return▲ 32.83%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.30%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 1.05%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 13.80%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.12%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 12.28%
May 2025
▲ 3.57%
▲ 1.29%
▼ 0.39%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.30%
▲ 5.10%▼ 2.41%▼ 1.05%
▲ 6.03%▲ 2.69%▲ 4.31%
▼ 12.86%▼ 1.27%▲ 6.83%
▼ 1.80%▼ 5.57%▼ 13.80%
▲ 1.83%▼ 0.87%▼ 3.12%
▲ 12.21%▲ 6.28%▲ 12.28%
▲ 3.57%▲ 1.29%▼ 0.39%
Recent Activity
Tesla
18.39%
▲ 16.40%
1
Open
Apr 02, 2025
Li Auto
8.75%
▲ 21.60%
18
Sell
Mar 17, 2025
FT Energy Income Partners Enhanced Income ETF
43.37%
▼ 0.09%
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
15.72%
▲ 14.76%
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
9.13%
▼ 4.59%
1
Open
Feb 28, 2025
XPeng, Inc. ADR
4.63%
▼ 16.22%
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