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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #324,111 out of 783,619 TipRanks' Investors
Success Rate
22 out of 42
profitable transactions
profitable transactions
Average Return
13.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.38%
6-Month Return-
12-Month Return-
YTD Return▲ 4.38%
Total Return▲ 17.00%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.90%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.42%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.47%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.38%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▲ 4.03%
▲ 2.93%▲ 2.10%▲ 4.90%
▲ 9.99%▼ 0.89%▼ 1.73%
▲ 26.04%▲ 5.96%▲ 9.42%
▲ 5.93%▼ 2.41%▼ 4.47%
▲ 3.19%▲ 2.68%▲ 4.38%
Recent Activity
Charles Schwab
2.39%
▲ 25.84%
2
Buy
Jan 29, 2025
Generac Holdings
3.49%
▲ 4.85%
3
Buy
Jan 29, 2025
On Holding AG
4.01%
▲ 82.12%
3
Buy
Jan 29, 2025
Zebra Tech
6.57%
▲ 11.24%
5
Buy
Jan 29, 2025
Microsoft
7.31%
▲ 0.36%
4
Buy
Jan 29, 2025
JELD-WEN
4.13%
▼ 13.20%
3
Close
Jan 29, 2025
Walt Disney
7.87%
▲ 29.11%
2
Buy
Jan 29, 2025
Monster Beverage
7.82%
▼ 10.07%
3
Close
Jan 29, 2025
Bath & Body Works
10.61%
▼ 9.88%
4
Sell
Jan 29, 2025
Valvoline
7.13%
▲ 0.02%
2
Close
Jan 29, 2025
PPG Industries
8.95%
▼ 9.30%
3
Close
Jan 29, 2025
Alphabet Class C
11.6%
▲ 52.45%
3
Buy
Jan 29, 2025
Visa
15.02%
▲ 44.49%
3
Buy
Jan 29, 2025
Masco
3.01%
▼ 2.05%
2
Close
Jan 29, 2025