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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #262,252 out of 831,442 TipRanks' Investors
Success Rate
48 out of 82
profitable transactions
profitable transactions
Average Return
15.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.01%
6-Month Return▲ 14.38%
12-Month Return▲ 7.28%
YTD Return▲ 11.43%
Total Return▲ 25.36%
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
▼ 3.44%
▲ 0.19%
▲ 0.34%
Nov 2025
▲ 0.81%
▲ 0.15%
▲ 2.46%
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%
▼ 3.44%▲ 0.19%▲ 0.34%
▲ 0.81%▲ 0.15%▲ 2.46%
Recent Activity
Waste Management
1.78%
▼ 2.06%
1
Buy
Nov 26, 2025
Visa
―
▲ 23.28%
8
Close
Nov 13, 2025
Generac Holdings
6.33%
▲ 9.50%
5
Buy
Nov 06, 2025
Zebra Tech
―
▲ 0.27%
11
Close
Nov 05, 2025
Conocophillips
12.07%
▼ 4.09%
7
Buy
Oct 03, 2025
CrowdStrike Holdings
7.39%
▲ 10.19%
3
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
11.1%
▲ 28.85%
5
Buy
Aug 21, 2025
Walt Disney
―
▲ 32.55%
3
Close
Jun 18, 2025
Monster Beverage
7.24%
▲ 4.81%
4
Sell
Jun 02, 2025
Valvoline
―
▼ 4.16%
3
Close
Jun 02, 2025
Nike
―
▲ 11.40%
2
Sell
Jun 02, 2025
Microsoft
18.83%
▲ 14.71%
8
Buy
Apr 03, 2025
Alphabet Class C
25.89%
▲ 91.38%
5
Buy
Apr 03, 2025
Charles Schwab
9.18%
▲ 30.45%
4
Buy
Mar 14, 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