Schwab Account - New Portfolio

Damon

Schwab Account
Individual Investor
Ranked #340,029 out of 766,001 TipRanks' Investors
Success Rate
57%
12 out of 21
profitable transactions
Average Return
7.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.41%
6-Month Return-
12-Month Return-
YTD Return▲ 11.02%
Total Return▲ 11.02%

Best Trade

Opened at
Closed at-
Gain▲ 60.36%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 1.92%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.73%
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%
▲ 6.02%▼ 0.89%▼ 1.92%
▲ 5.59%▲ 5.20%▲ 3.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
8.14%
▲ 1.08%
2
Buy
Oct 16, 2024
Masco
3.29%
▼ 2.68%
1
Buy
Oct 08, 2024
Zebra Tech
4.41%
▲ 21.16%
2
Buy
Sep 10, 2024
Bath & Body Works
9.07%
▼ 27.54%
3
Buy
Sep 10, 2024
Monster Beverage
9.38%
▼ 1.55%
2
Buy
Aug 23, 2024
PPG Industries
10.01%
▼ 8.10%
2
Buy
Aug 23, 2024
Visa
14.73%
▲ 32.03%
2
Buy
Aug 23, 2024
Charles Schwab
2.31%
▲ 11.96%
1
Buy
Aug 14, 2024
Generac Holdings
2.7%
▲ 42.72%
1
Buy
Aug 14, 2024
On Holding AG
3.55%
▲ 60.36%
1
Buy
Aug 14, 2024
JELD-WEN
4.53%
▼ 25.20%
1
Buy
Aug 14, 2024
Walt Disney
7.51%
▲ 12.75%
1
Buy
Aug 14, 2024
Valvoline
8.87%
▲ 13.97%
1
Buy
Aug 14, 2024
Alphabet Class C
11.26%
▲ 44.24%
1
Buy
Aug 14, 2024