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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #351,074 out of 795,507 TipRanks' Investors
Success Rate
29 out of 68
profitable transactions
profitable transactions
Average Return
3.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.33%
6-Month Return▼ 11.43%
12-Month Return-
YTD Return▼ 14.55%
Total Return▼ 3.86%
Best Trade
Bio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.90%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.17%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.90%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.46%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 6.21%
Apr 2025
▲ 2.92%▲ 2.10%▲ 4.90%
▲ 10.00%▼ 0.89%▼ 1.73%
▲ 25.98%▲ 5.96%▲ 9.17%
▲ 5.34%▼ 2.41%▼ 3.90%
▲ 5.99%▲ 2.69%▲ 2.80%
▼ 12.86%▼ 1.27%▼ 6.26%
▼ 1.80%▼ 5.57%▼ 5.46%
▼ 12.15%▼ 4.55%▼ 6.21%
Recent Activity
Masco
4.06%
▼ 9.30%
3
Buy
Apr 04, 2025
Walmart
7.25%
▲ 6.30%
4
Buy
Apr 04, 2025
Zebra Tech
7.87%
▼ 5.22%
8
Buy
Apr 03, 2025
Microsoft
14.65%
▼ 0.37%
8
Buy
Apr 03, 2025
Alphabet Class C
12.4%
▲ 24.50%
5
Buy
Apr 03, 2025
Conocophillips
5.37%
▼ 13.80%
4
Buy
Apr 03, 2025
Generac Holdings
3.8%
▼ 8.04%
4
Buy
Mar 20, 2025
Visa
6.53%
▲ 22.46%
7
Buy
Mar 19, 2025
Charles Schwab
7.29%
▲ 12.62%
4
Buy
Mar 14, 2025
Cricut Inc
0.31%
▼ 9.60%
1
Buy
Mar 13, 2025
Bath & Body Works
9.01%
▼ 15.53%
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
Walt Disney
5.87%
▲ 12.86%
2
Buy
Jan 29, 2025
Monster Beverage
9.18%
▼ 4.70%
3
Close
Jan 29, 2025
Valvoline
6.4%
▼ 4.93%
2
Close
Jan 29, 2025