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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #170,027 out of 815,981 TipRanks' Investors
Success Rate
50 out of 76
profitable transactions
profitable transactions
Average Return
13.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.58%
6-Month Return▲ 11.07%
12-Month Return▲ 15.72%
YTD Return▲ 7.00%
Total Return▲ 20.38%
Best Trade
Bio
Performance
27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 2.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.46%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.11%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.81%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.25%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 4.71%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.00%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.77%
▼ 12.86%▼ 1.27%▼ 6.26%
▼ 1.80%▼ 5.57%▼ 5.46%
▲ 1.84%▼ 0.87%▼ 2.11%
▲ 12.20%▲ 6.28%▲ 7.81%
▲ 6.24%▲ 5.14%▲ 5.25%
▲ 27.87%▲ 2.30%▲ 4.71%
▲ 4.87%▲ 2.05%▲ 1.00%
Recent Activity
Bath & Body Works
―
▼ 12.50%
6
Close
Aug 30, 2025
Walmart
8.76%
▲ 8.56%
5
Buy
Aug 21, 2025
Cricut Inc
1.38%
▲ 14.80%
3
Buy
Aug 15, 2025
Conocophillips
6.84%
▼ 0.20%
5
Buy
Jul 25, 2025
Zebra Tech
14.64%
▲ 9.86%
10
Buy
Jun 27, 2025
Walt Disney
―
▲ 32.55%
3
Close
Jun 18, 2025
CrowdStrike Holdings
1.7%
▼ 9.43%
1
Buy
Jun 04, 2025
Monster Beverage
5.74%
▼ 2.10%
4
Sell
Jun 02, 2025
Valvoline
―
▼ 4.16%
3
Close
Jun 02, 2025
Nike
―
▲ 11.40%
2
Sell
Jun 02, 2025
Masco
4.66%
▲ 1.40%
3
Buy
Apr 04, 2025
Microsoft
18.49%
▲ 18.46%
8
Buy
Apr 03, 2025
Alphabet Class C
16.07%
▲ 46.75%
5
Buy
Apr 03, 2025
Generac Holdings
6.19%
▲ 18.65%
4
Buy
Mar 20, 2025
Visa
6.67%
▲ 25.19%
7
Buy
Mar 19, 2025
Charles Schwab
8.78%
▲ 32.58%
4
Buy
Mar 14, 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