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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #273,961 out of 833,817 TipRanks' Investors
Success Rate
48 out of 82
profitable transactions
profitable transactions
Average Return
14.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.58%
6-Month Return▲ 6.13%
12-Month Return▲ 6.29%
YTD Return▲ 6.77%
Total Return▲ 20.12%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.81%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.25%
Jun 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 0.34%
Nov 2025
▲ 1.61%
▲ 1.31%
▼ 1.83%
Dec 2025
▲ 11.63%▲ 6.28%▲ 7.81%
▲ 9.25%▲ 5.14%▲ 5.25%
▲ 7.60%▲ 2.30%▲ 4.71%
▲ 2.76%▲ 2.05%▲ 1.00%
▲ 12.88%▲ 3.56%▲ 1.98%
▲ 10.96%▲ 2.38%▼ 0.68%
▼ 3.57%▲ 0.19%▲ 0.34%
▲ 1.61%▲ 1.31%▼ 1.83%
Recent Activity
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
7.1%
▲ 1.50%
1
Buy
Nov 26, 2025
Visa
―
▲ 23.28%
8
Close
Nov 13, 2025
Zebra Tech
―
▲ 0.27%
11
Close
Nov 05, 2025
Conocophillips
45.58%
▼ 6.03%
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
41.49%
▲ 24.93%
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