Education
About Us
Working with TipRanks
Follow Us
Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #134,147 out of 793,417 TipRanks' Investors
Success Rate
138 out of 235
profitable transactions
profitable transactions
Average Return
16.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.01%
6-Month Return▲ 11.09%
12-Month Return▲ 28.87%
YTD Return▲ 2.42%
Total Return▲ 68.98%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.16%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.22%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 17.32%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.34%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 0.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.74%
Feb 2025
▲ 7.47%
▼ 3.09%
▲ 7.70%
Mar 2025
▼ 13.14%▲ 2.34%▲ 4.16%
▲ 2.93%▲ 2.10%▲ 3.09%
▲ 10.00%▼ 0.89%▼ 4.22%
▲ 26.01%▲ 5.96%▲ 17.32%
▲ 5.34%▼ 2.41%▼ 2.34%
▲ 5.88%▲ 2.69%▲ 0.89%
▼ 12.86%▼ 1.27%▼ 5.74%
▲ 7.47%▼ 3.09%▲ 7.70%
Recent Activity
Clean Energy Fuels
1.99%
▼ 36.20%
8
Open
Feb 06, 2025
New Gold
0.01%
▲ 10.51%
5
Sell
Feb 03, 2025
Globalstar
19.57%
▼ 1.73%
11
Sell
Feb 01, 2025
Meta Platforms
0%
▲ 49.40%
3
Open
Feb 01, 2025
3M
5.25%
▲ 12.89%
6
Open
Feb 01, 2025
Goldman Sachs Group
3.01%
▲ 5.83%
4
Open
Jan 23, 2025
BlackRock
5%
▼ 0.67%
2
Buy
Jan 23, 2025
Black Diamond Therapeutics
2.31%
▼ 32.40%
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
14.51%
▲ 145.74%
4
Buy
Nov 11, 2024
Coeur Mining
9.99%
▼ 7.23%
4
Buy
Nov 08, 2024
GlaxoSmithKline
5.28%
▲ 1.64%
5
Sell
Oct 04, 2024
Rio Tinto
4.3%
▼ 6.63%
1
Open
Oct 04, 2024
Bank of America
―
▲ 22.18%
9
Close
Sep 26, 2024
Expand Energy
8.26%
▲ 50.22%
3
Buy
Sep 26, 2024
Hudbay Minerals
4.63%
▼ 5.04%
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