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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #368,329 out of 789,725 TipRanks' Investors
Success Rate
20 out of 43
profitable transactions
profitable transactions
Average Return
10.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.92%
6-Month Return▲ 5.86%
12-Month Return-
YTD Return▼ 3.62%
Total Return▲ 8.54%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.90%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.17%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.81%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.26%
Feb 2025
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▲ 4.03%
▲ 2.93%▲ 2.10%▲ 4.90%
▲ 10.01%▼ 0.89%▼ 1.73%
▲ 26.01%▲ 5.96%▲ 9.17%
▲ 5.96%▼ 2.41%▼ 3.81%
▲ 5.25%▲ 2.69%▲ 2.82%
▼ 12.86%▼ 1.27%▼ 6.26%
Recent Activity
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
Visa
―
▲ 46.02%
4
Sell
Feb 18, 2025
Microsoft
10.88%
▼ 1.15%
5
Buy
Feb 13, 2025
Charles Schwab
2.88%
▲ 22.76%
2
Buy
Jan 29, 2025
Generac Holdings
3.96%
▲ 1.20%
3
Buy
Jan 29, 2025
Zebra Tech
6.65%
▲ 6.76%
5
Buy
Jan 29, 2025
Walt Disney
10.01%
▲ 29.32%
2
Buy
Jan 29, 2025
Monster Beverage
10.97%
▼ 6.84%
3
Close
Jan 29, 2025
Bath & Body Works
12.69%
▼ 11.20%
4
Sell
Jan 29, 2025
Valvoline
8.83%
▼ 1.12%
2
Close
Jan 29, 2025
Alphabet Class C
12.5%
▲ 44.32%
3
Buy
Jan 29, 2025
Masco
3.54%
▼ 5.61%
2
Close
Jan 29, 2025