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Schwab - New Portfolio
1BA6FFD7
SchwabIndividual Investor
Ranked #537,498 out of 834,064 TipRanks' Investors
Success Rate
31 out of 79
profitable transactions
profitable transactions
Average Return
-1.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.26%
6-Month Return▼ 22.73%
12-Month Return▼ 24.09%
YTD Return▼ 21.43%
Total Return▲ 0.19%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 12.28%
May 2025
▲ 9.25%
▲ 5.14%
▼ 3.69%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.57%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 4.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 12.12%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 7.82%
Nov 2025
▲ 1.61%
▲ 1.31%
▼ 3.52%
Dec 2025
▲ 11.63%▲ 6.28%▲ 12.28%
▲ 9.25%▲ 5.14%▼ 3.69%
▲ 7.60%▲ 2.30%▼ 2.57%
▲ 2.76%▲ 2.05%▼ 4.96%
▲ 12.88%▲ 3.56%▲ 7.95%
▲ 10.96%▲ 2.38%▼ 12.12%
▼ 3.57%▲ 0.19%▼ 7.82%
▲ 1.61%▲ 1.31%▼ 3.52%
Recent Activity
Tesla
26.28%
▲ 68.05%
1
Open
Apr 02, 2025
Li Auto
5.36%
▼ 24.80%
18
Sell
Mar 17, 2025
FT Energy Income Partners Enhanced Income ETF
42.96%
▲ 4.49%
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
11.1%
▼ 18.08%
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
9.19%
▼ 3.02%
1
Open
Feb 28, 2025
XPeng, Inc. ADR
5.11%
▼ 6.65%
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