Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #138,131 out of 769,291 TipRanks' Investors
Success Rate
136 out of 228
profitable transactions
profitable transactions
Average Return
16.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.16%
6-Month Return▲ 24.72%
12-Month Return▲ 41.03%
YTD Return▲ 28.11%
Total Return▲ 66.04%
Best Trade
Bio
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.66%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.83%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.27%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 15.34%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.03%
▲ 11.46%▲ 5.06%▲ 0.86%
▼ 2.25%▲ 3.53%▲ 0.66%
▲ 25.72%▲ 1.21%▲ 4.83%
▼ 4.22%▲ 2.34%▲ 4.16%
▲ 7.82%▲ 2.10%▲ 3.09%
▲ 5.70%▼ 0.89%▼ 4.27%
▲ 37.60%▲ 4.40%▲ 15.34%
Recent Activity
Hecla Mining Company
―
▲ 25.04%
9
Close
Nov 16, 2024
GE Vernova Inc.
―
▲ 116.01%
3
Close
Nov 16, 2024
GE Aerospace
12.58%
▲ 106.29%
4
Buy
Nov 11, 2024
Coeur Mining
10.49%
▼ 3.14%
4
Buy
Nov 08, 2024
GlaxoSmithKline
4.72%
▼ 12.13%
5
Sell
Oct 04, 2024
Rio Tinto
4.33%
▼ 10.23%
1
Open
Oct 04, 2024
Bank of America
―
▲ 22.17%
9
Close
Sep 26, 2024
Expand Energy
7.59%
▲ 37.33%
3
Buy
Sep 26, 2024
Meta Platforms
―
▲ 108.93%
2
Close
Sep 26, 2024
Hudbay Minerals
5.07%
▲ 2.38%
3
Buy
Sep 26, 2024
Zscaler
―
▲ 1.21%
3
Close
Sep 26, 2024
Salesforce
―
▲ 7.46%
2
Close
Sep 26, 2024
New Gold
7.37%
▼ 5.56%
4
Buy
Sep 26, 2024
Caterpillar
―
▲ 38.26%
5
Close
Sep 25, 2024
Boeing
―
▼ 8.98%
11
Close
Sep 25, 2024
Advanced Micro Devices
―
▲ 28.80%
12
Close
Sep 25, 2024
Nvidia
―
▲ 237.80%
10
Close
Sep 25, 2024
Microsoft
―
▲ 18.15%
6
Close
Sep 25, 2024
Lam Research
―
▼ 0.51%
4
Close
Sep 25, 2024
Nucor
―
▼ 10.51%
4
Close
Sep 25, 2024