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Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #73,054 out of 833,817 TipRanks' Investors
Success Rate
158 out of 235
profitable transactions
profitable transactions
Average Return
36.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.48%
6-Month Return▲ 65.04%
12-Month Return▲ 93.29%
YTD Return▲ 96.11%
Total Return▲ 223.50%
Best Trade
Bio
Performance
18.59%0-18.59%
▲ 11.63%
▲ 6.28%
▲ 11.59%
May 2025
▲ 9.25%
▲ 5.14%
▲ 11.01%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.57%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 18.59%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 17.14%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.51%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 5.44%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 3.68%
Dec 2025
▲ 11.63%▲ 6.28%▲ 11.59%
▲ 9.25%▲ 5.14%▲ 11.01%
▲ 7.60%▲ 2.30%▼ 0.57%
▲ 2.76%▲ 2.05%▲ 18.59%
▲ 12.88%▲ 3.56%▲ 17.14%
▲ 10.96%▲ 2.38%▲ 9.51%
▼ 3.57%▲ 0.19%▲ 5.44%
▲ 1.45%▲ 1.32%▲ 3.68%
Recent Activity
Clean Energy Fuels
1.43%
▼ 32.95%
8
Open
Feb 06, 2025
New Gold
0.01%
▲ 197.76%
5
Sell
Feb 03, 2025
Globalstar
28.79%
▲ 168.02%
11
Sell
Feb 01, 2025
Meta Platforms
0%
▲ 52.47%
3
Open
Feb 01, 2025
3M
2.96%
▲ 14.41%
6
Open
Feb 01, 2025
Goldman Sachs Group
2.52%
▲ 23.58%
4
Open
Jan 23, 2025
BlackRock
3.01%
▲ 12.78%
2
Buy
Jan 23, 2025
Black Diamond Therapeutics
1.97%
▲ 6.80%
1
Open
Jan 23, 2025
Hecla Mining Company
―
▲ 25.02%
9
Close
Nov 16, 2024
GE Vernova Inc.
―
▲ 116.01%
3
Close
Nov 16, 2024
GE Aerospace
11.69%
▲ 267.91%
4
Buy
Nov 11, 2024
Coeur Mining
15.89%
▲ 173.49%
4
Buy
Nov 08, 2024
GlaxoSmithKline
3.61%
▲ 33.04%
5
Sell
Oct 04, 2024
Rio Tinto
2.99%
▲ 23.15%
1
Open
Oct 04, 2024
Bank of America
―
▲ 22.18%
9
Close
Sep 26, 2024
Expand Energy
4.43%
▲ 53.16%
3
Buy
Sep 26, 2024
Hudbay Minerals
5.86%
▲ 123.06%
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