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Schwab holdings - New Portfolio

PerformancePortfolio Details

Richard Forsyth

Schwab holdings
Individual Investor
Ranked #116,983 out of 757,311 TipRanks' Investors
Success Rate
59%
128 out of 217
profitable transactions
Average Return
14.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.23%
6-Month Return▲ 13.81%
12-Month Return▲ 29.96%
YTD Return▲ 13.50%
Total Return▲ 47.10%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at
Gain▲ 514.45%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.26%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.05%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.66%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.83%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.16%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.83%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.26%
▲ 5.05%▲ 3.27%▲ 5.05%
▼ 12.40%▼ 4.03%▼ 3.03%
▲ 11.46%▲ 5.06%▲ 0.86%
▼ 2.25%▲ 3.53%▲ 0.66%
▲ 25.76%▲ 1.21%▲ 4.83%
▼ 4.21%▲ 2.34%▲ 4.16%
▲ 1.03%▼ 0.11%▲ 0.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NGD
New Gold
3.63%
▼ 1.97%
2
Buy
Sep 18, 2024
SPOT
Spotify Technology SA
―
▲ 9.25%
3
Close
Sep 17, 2024
RDDT
Reddit Inc Class A
―
▼ 0.24%
2
Close
Sep 17, 2024
HOOD
Robinhood Markets
―
▲ 4.23%
3
Close
Sep 17, 2024
CDE
Coeur Mining
1.05%
▼ 3.16%
1
Open
Sep 17, 2024
MMM
3M
0.58%
▲ 13.49%
4
Sell
Sep 14, 2024
BAC
Bank of America
0%
▲ 22.23%
8
Sell
Sep 12, 2024
CHK
Chesapeake Energy
2.98%
▲ 4.71%
2
Buy
Sep 12, 2024
SHOP
Shopify
―
▲ 6.64%
3
Close
Sep 12, 2024
ANET
Arista Networks
―
▲ 12.19%
3
Close
Sep 12, 2024
GOOG
Alphabet Class C
―
▼ 5.63%
6
Close
Sep 10, 2024
ZS
Zscaler
1.86%
▼ 0.21%
2
Buy
Sep 10, 2024
CRM
Salesforce
5.17%
▼ 1.63%
1
Open
Aug 29, 2024
CVX
Chevron
―
▲ 21.13%
4
Close
Aug 06, 2024
GOLD
Barrick Gold
―
▼ 13.55%
3
Close
Aug 06, 2024
CRWD
CrowdStrike Holdings
4.2%
▼ 7.66%
4
Buy
Aug 06, 2024
ASTS
AST SpaceMobile
―
▲ 71.47%
2
Close
Aug 06, 2024
FCX
Freeport-McMoRan
―
▲ 4.86%
5
Close
Aug 01, 2024
AMD
Advanced Micro Devices
2.71%
▲ 26.23%
11
Buy
Jul 31, 2024
NVDA
Nvidia
4.33%
▲ 235.99%
9
Open
Jul 27, 2024