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Schwab - New Portfolio
1BA6FFD7
SchwabIndividual Investor
Ranked #430,098 out of 807,765 TipRanks' Investors
Success Rate
39 out of 79
profitable transactions
profitable transactions
Average Return
4.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.08%
6-Month Return▲ 3.72%
12-Month Return▲ 15.54%
YTD Return▲ 1.66%
Total Return▲ 29.74%
Best Trade
Bio
Performance
13.80%0-13.80%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 3.12%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.28%
May 2025
▲ 6.24%
▲ 5.14%
▼ 3.70%
Jun 2025
▲ 12.56%
▲ 0.93%
▲ 1.03%
Jul 2025
▲ 5.10%▼ 2.41%▼ 1.05%
▲ 6.03%▲ 2.69%▲ 4.31%
▼ 12.86%▼ 1.27%▲ 6.83%
▼ 1.80%▼ 5.57%▼ 13.80%
▲ 1.84%▼ 0.87%▼ 3.12%
▲ 12.20%▲ 6.28%▲ 12.28%
▲ 6.24%▲ 5.14%▼ 3.70%
▲ 12.56%▲ 0.93%▲ 1.03%
Recent Activity
Tesla
18.09%
▲ 10.87%
1
Open
Apr 02, 2025
Li Auto
8.87%
▲ 19.27%
18
Sell
Mar 17, 2025
FT Energy Income Partners Enhanced Income ETF
44.64%
▲ 0.20%
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
14.79%
▲ 4.54%
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
9.15%
▼ 7.39%
1
Open
Feb 28, 2025
XPeng, Inc. ADR
4.46%
▼ 21.83%
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