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Schwab - New Portfolio
1BA6FFD7
SchwabIndividual Investor
Ranked #462,261 out of 814,924 TipRanks' Investors
Success Rate
39 out of 79
profitable transactions
profitable transactions
Average Return
2.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 10.35%
6-Month Return▲ 2.19%
12-Month Return▲ 38.70%
YTD Return▲ 18.51%
Total Return▲ 51.24%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 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%
▼ 3.69%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 21.32%
Jul 2025
▲ 6.03%
▲ 2.09%
▼ 2.92%
Aug 2025
▲ 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%▼ 3.69%
▲ 27.88%▲ 2.30%▲ 21.32%
▲ 6.03%▲ 2.09%▼ 2.92%
Recent Activity
Tesla
19.24%
▲ 20.25%
1
Open
Apr 02, 2025
Li Auto
7.56%
▲ 3.75%
18
Sell
Mar 17, 2025
FT Energy Income Partners Enhanced Income ETF
44.21%
▲ 2.52%
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
13.79%
▼ 0.52%
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
9.22%
▼ 4.83%
1
Open
Feb 28, 2025
XPeng, Inc. ADR
5.97%
▲ 6.69%
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