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Schwab Account - New Portfolio

Damon

Schwab Account
Individual Investor
Ranked #150,343 out of 852,708 TipRanks' Investors
Success Rate
67%
55 out of 82
profitable transactions
Average Return
16.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.04%
6-Month Return▲ 14.79%
12-Month Return▲ 19.08%
YTD Return▲ 12.35%
Total Return▲ 36.21%

Best Trade

Opened at
Closed at
Gain▲ 149.02%

Bio

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 4.71%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.00%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.68%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.34%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.91%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.99%
Jan 2026
▼ 5.01%
▼ 2.07%
▲ 3.08%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 4.71%
▲ 2.76%▲ 2.05%▲ 1.00%
▲ 12.88%▲ 3.56%▲ 1.98%
▲ 10.96%▲ 2.38%▼ 0.68%
▼ 3.58%▲ 0.19%▲ 0.34%
▼ 0.10%▲ 0.08%▼ 0.91%
▲ 4.06%▲ 1.47%▲ 8.99%
▼ 5.01%▼ 2.07%▲ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
Waste Management
6.36%
▲ 3.91%
1
Buy
Nov 26, 2025
Visa
▲ 23.28%
8
Close
Nov 13, 2025
Zebra Tech
▲ 0.27%
11
Close
Nov 05, 2025
Conocophillips
45.6%
▲ 7.47%
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
41.28%
▲ 42.09%
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
Sell
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