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Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #116,781 out of 796,165 TipRanks' Investors
Success Rate
133 out of 235
profitable transactions
profitable transactions
Average Return
14.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.23%
6-Month Return▲ 2.12%
12-Month Return▲ 17.50%
YTD Return▼ 6.33%
Total Return▲ 54.54%
Best Trade
Bio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.22%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 17.32%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.34%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 0.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 3.52%
Mar 2025
▼ 6.04%
▼ 3.89%
▼ 4.85%
Apr 2025
▲ 2.92%▲ 2.10%▲ 3.09%
▲ 10.00%▼ 0.89%▼ 4.22%
▲ 25.98%▲ 5.96%▲ 17.32%
▲ 5.34%▼ 2.41%▼ 2.34%
▲ 5.99%▲ 2.69%▲ 0.89%
▼ 12.86%▼ 1.27%▼ 5.74%
▼ 1.80%▼ 5.57%▲ 3.52%
▼ 6.04%▼ 3.89%▼ 4.85%
Recent Activity
Clean Energy Fuels
1.79%
▼ 37.95%
8
Open
Feb 06, 2025
New Gold
0.01%
▲ 22.65%
5
Sell
Feb 03, 2025
Globalstar
18.1%
▼ 17.52%
11
Sell
Feb 01, 2025
Meta Platforms
0%
▲ 40.50%
3
Open
Feb 01, 2025
3M
4.92%
▲ 9.03%
6
Open
Feb 01, 2025
Goldman Sachs Group
2.82%
▲ 1.28%
4
Open
Jan 23, 2025
BlackRock
4.9%
▼ 11.66%
2
Buy
Jan 23, 2025
Black Diamond Therapeutics
2.05%
▼ 45.60%
1
Open
Jan 23, 2025
Hecla Mining Company
―
▲ 25.04%
9
Close
Nov 16, 2024
GE Vernova Inc.
―
▲ 116.01%
3
Close
Nov 16, 2024
GE Aerospace
13.76%
▲ 111.35%
4
Buy
Nov 11, 2024
Coeur Mining
10.87%
▼ 8.40%
4
Buy
Nov 08, 2024
GlaxoSmithKline
5.33%
▼ 6.82%
5
Sell
Oct 04, 2024
Rio Tinto
4.31%
▼ 15.03%
1
Open
Oct 04, 2024
Bank of America
―
▲ 22.18%
9
Close
Sep 26, 2024
Expand Energy
8.69%
▲ 43.30%
3
Buy
Sep 26, 2024
Hudbay Minerals
4.26%
▼ 20.75%
3
Buy
Sep 26, 2024
Zscaler
―
▲ 1.21%
3
Close
Sep 26, 2024
Salesforce
―
▲ 7.46%
2
Close
Sep 26, 2024
Caterpillar
―
▲ 38.26%
5
Close
Sep 25, 2024