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Schwab Account - New Portfolio

Damon

Schwab Account
Individual Investor
Ranked #295,440 out of 770,014 TipRanks' Investors
Success Rate
58%
14 out of 24
profitable transactions
Average Return
14.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.89%
6-Month Return-
12-Month Return-
YTD Return▲ 17.13%
Total Return▲ 17.13%

Best Trade

Opened at
Closed at-
Gain▲ 82.09%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.03%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.90%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 9.22%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 4.03%
▲ 7.82%▲ 2.10%▲ 4.90%
▲ 5.70%▼ 0.89%▼ 1.73%
▲ 31.73%▲ 4.73%▲ 9.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
On Holding AG
3.91%
▲ 71.89%
2
Buy
Nov 19, 2024
Microsoft
7.83%
▼ 0.48%
3
Sell
Nov 19, 2024
Alphabet Class C
10.3%
▲ 37.66%
2
Buy
Nov 19, 2024
Masco
3.24%
▼ 1.21%
1
Buy
Oct 08, 2024
Zebra Tech
4.3%
▲ 21.66%
2
Buy
Sep 10, 2024
Bath & Body Works
10.5%
▼ 13.58%
3
Buy
Sep 10, 2024
Monster Beverage
9.25%
▼ 0.03%
2
Buy
Aug 23, 2024
PPG Industries
9.73%
▼ 7.90%
2
Buy
Aug 23, 2024
Visa
14.55%
▲ 34.31%
2
Buy
Aug 23, 2024
Charles Schwab
2.48%
▲ 23.88%
1
Buy
Aug 14, 2024
Generac Holdings
2.66%
▲ 44.47%
1
Buy
Aug 14, 2024
JELD-WEN
4.53%
▼ 22.95%
1
Buy
Aug 14, 2024
Walt Disney
8.54%
▲ 32.09%
1
Buy
Aug 14, 2024
Valvoline
7.92%
▲ 4.84%
1
Buy
Aug 14, 2024