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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #213,018 out of 812,326 TipRanks' Investors
Success Rate
45 out of 74
profitable transactions
profitable transactions
Average Return
13.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.80%
6-Month Return▲ 5.49%
12-Month Return-
YTD Return▲ 5.39%
Total Return▲ 18.57%
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%
▲ 7.82%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.25%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 4.71%
Jul 2025
▲ 1.33%
▲ 0.03%
▼ 0.52%
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%▲ 7.82%
▲ 6.24%▲ 5.14%▲ 5.25%
▲ 27.87%▲ 2.30%▲ 4.71%
▲ 1.33%▲ 0.03%▼ 0.52%
Recent Activity
Conocophillips
6.03%
▼ 6.63%
5
Buy
Jul 25, 2025
Zebra Tech
13.73%
▲ 9.64%
10
Buy
Jun 27, 2025
Walt Disney
―
▲ 32.55%
3
Close
Jun 18, 2025
CrowdStrike Holdings
1.61%
▼ 9.15%
1
Buy
Jun 04, 2025
Monster Beverage
5.27%
▼ 3.08%
4
Sell
Jun 02, 2025
Valvoline
―
▼ 4.16%
3
Close
Jun 02, 2025
Nike
―
▲ 11.40%
2
Sell
Jun 02, 2025
Cricut Inc
0.65%
▲ 21.63%
2
Buy
Apr 21, 2025
Masco
4.15%
▼ 2.37%
3
Buy
Apr 04, 2025
Walmart
7.34%
▲ 18.12%
4
Buy
Apr 04, 2025
Microsoft
17.9%
▲ 20.71%
8
Buy
Apr 03, 2025
Alphabet Class C
13.98%
▲ 40.07%
5
Buy
Apr 03, 2025
Generac Holdings
6.08%
▲ 21.60%
4
Buy
Mar 20, 2025
Visa
5.93%
▲ 22.27%
7
Buy
Mar 19, 2025
Charles Schwab
8.28%
▲ 32.74%
4
Buy
Mar 14, 2025
Bath & Body Works
9.02%
▼ 12.40%
5
Buy
Mar 12, 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
Sell
Feb 18, 2025