Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #137,973 out of 858,885 TipRanks' Investors
Success Rate
56 out of 83
profitable transactions
profitable transactions
Average Return
19.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.71%
6-Month Return▲ 25.14%
12-Month Return▲ 57.64%
YTD Return▲ 23.73%
Total Return▲ 51.09%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.91%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.99%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 8.87%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 7.35%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 2.86%
Apr 2026
▲ 12.88%▲ 3.56%▲ 1.98%
▲ 10.96%▲ 2.38%▼ 0.68%
▼ 3.68%▲ 0.19%▲ 1.06%
▼ 0.10%▲ 0.08%▼ 0.91%
▲ 4.06%▲ 1.47%▲ 8.99%
▼ 1.12%▼ 0.86%▲ 8.87%
▲ 0.60%▼ 4.94%▲ 7.35%
▲ 4.89%▲ 4.48%▼ 2.86%
Recent Activity
Waste Management
6.37%
▲ 56.95%
2
Buy
Mar 27, 2026
Monster Beverage
―
▲ 6.35%
5
Sell
Dec 21, 2025
Generac Holdings
―
▲ 6.61%
6
Close
Dec 18, 2025
Microsoft
―
▲ 13.59%
9
Sell
Dec 18, 2025
CrowdStrike Holdings
―
▲ 1.15%
4
Sell
Dec 18, 2025
Alphabet Class C
―
▲ 86.63%
7
Close
Dec 15, 2025
Charles Schwab
―
▲ 30.45%
5
Sell
Dec 09, 2025
Visa
―
▲ 23.28%
8
Close
Nov 13, 2025
Zebra Tech
―
▲ 0.27%
11
Close
Nov 05, 2025
Conocophillips
52.3%
▲ 25.45%
7
Buy
Oct 03, 2025
Masco
―
▼ 0.29%
4
Close
Sep 24, 2025
Cricut Inc
―
▲ 36.96%
4
Close
Sep 24, 2025
Bath & Body Works
―
▼ 12.32%
6
Close
Aug 30, 2025
Walmart
40.5%
▲ 41.90%
5
Buy
Aug 21, 2025
Walt Disney
―
▲ 32.55%
3
Close
Jun 18, 2025
Valvoline
―
▼ 4.16%
3
Close
Jun 02, 2025
Nike
―
▲ 11.40%
2
Close
Jun 02, 2025
On Holding AG
―
▲ 71.47%
4
Close
Feb 19, 2025
JELD-WEN
―
▼ 14.61%
4
Close
Feb 18, 2025
PPG Industries
―
▼ 10.52%
4
Close
Feb 18, 2025