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Schwab - New Portfolio

1BA6FFD7

Schwab
Individual Investor
Ranked #380,783 out of 800,730 TipRanks' Investors
Success Rate
48%
38 out of 79
profitable transactions
Average Return
5.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.09%
6-Month Return▲ 4.93%
12-Month Return▲ 24.85%
YTD Return▲ 4.31%
Total Return▲ 33.13%

Best Trade

Opened at
Closed at
Gain▲ 115.37%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.34%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.30%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 1.05%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 15.07%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.70%
Apr 2025
▲ 10.94%
▲ 4.43%
▲ 14.45%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.34%
▲ 25.97%▲ 5.96%▲ 4.30%
▲ 5.42%▼ 2.41%▼ 1.05%
▲ 6.01%▲ 2.69%▲ 4.31%
▼ 12.86%▼ 1.27%▲ 6.83%
▼ 1.80%▼ 5.57%▼ 15.07%
▲ 1.76%▼ 0.87%▼ 3.70%
▲ 10.94%▲ 4.43%▲ 14.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
18.35%
▲ 20.01%
1
Open
Apr 02, 2025
Li Auto
8.69%
▲ 24.66%
18
Sell
Mar 17, 2025
FT Energy Income Partners Enhanced Income ETF
41.23%
▼ 1.86%
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
▲ 1.41%
2
Close
Mar 08, 2025
BYD Company
17.85%
▲ 33.53%
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
9.08%
▼ 2.02%
1
Open
Feb 28, 2025
XPeng, Inc. ADR
4.81%
▼ 10.15%
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