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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #169,703 out of 808,802 TipRanks' Investors
Success Rate
48 out of 73
profitable transactions
profitable transactions
Average Return
12.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.15%
6-Month Return▲ 0.45%
12-Month Return-
YTD Return▲ 2.83%
Total Return▲ 15.69%
Best Trade
Bio
Performance
14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.90%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.46%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.11%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.82%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.25%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.64%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.90%
▲ 6.03%▲ 2.69%▲ 2.77%
▼ 12.86%▼ 1.27%▼ 6.26%
▼ 1.80%▼ 5.57%▼ 5.46%
▲ 1.84%▼ 0.87%▼ 2.11%
▲ 12.20%▲ 6.28%▲ 7.82%
▲ 6.24%▲ 5.14%▲ 5.25%
▲ 14.83%▲ 1.65%▲ 1.64%
Recent Activity
Zebra Tech
14.63%
▲ 12.50%
10
Buy
Jun 27, 2025
Walt Disney
―
▲ 32.55%
3
Close
Jun 18, 2025
CrowdStrike Holdings
1.82%
▲ 0.43%
1
Buy
Jun 04, 2025
Monster Beverage
5.22%
▼ 4.13%
4
Sell
Jun 02, 2025
Valvoline
―
▼ 4.16%
3
Close
Jun 02, 2025
Nike
―
▲ 11.40%
2
Sell
Jun 02, 2025
Cricut Inc
0.62%
▲ 12.87%
2
Buy
Apr 21, 2025
Masco
4.02%
▼ 5.62%
3
Buy
Apr 04, 2025
Walmart
6.9%
▲ 8.92%
4
Buy
Apr 04, 2025
Microsoft
17.95%
▲ 19.26%
8
Buy
Apr 03, 2025
Alphabet Class C
13.36%
▲ 34.90%
5
Buy
Apr 03, 2025
Conocophillips
5.37%
▼ 7.40%
4
Buy
Apr 03, 2025
Generac Holdings
4.81%
▲ 6.01%
4
Buy
Mar 20, 2025
Visa
6.37%
▲ 24.90%
7
Buy
Mar 19, 2025
Charles Schwab
8.2%
▲ 29.68%
4
Buy
Mar 14, 2025
Bath & Body Works
9.97%
▼ 9.55%
5
Buy
Mar 12, 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
Sell
Feb 18, 2025