Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #148,163 out of 781,066 TipRanks' Investors
Success Rate
135 out of 229
profitable transactions
profitable transactions
Average Return
16.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.27%
6-Month Return▲ 29.04%
12-Month Return▲ 43.40%
YTD Return▲ 3.05%
Total Return▲ 79.17%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.66%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.83%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.16%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.19%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 17.32%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 2.89%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.05%
Jan 2025
▲ 9.79%▲ 3.53%▲ 0.66%
▲ 8.13%▲ 1.21%▲ 4.83%
▼ 13.14%▲ 2.34%▲ 4.16%
▲ 2.93%▲ 2.10%▲ 3.09%
▲ 10.00%▼ 0.89%▼ 4.19%
▲ 26.04%▲ 5.96%▲ 17.32%
▲ 5.93%▼ 2.41%▲ 2.89%
▲ 11.17%▲ 1.96%▲ 3.05%
Recent Activity
BlackRock
0%
▲ 5.23%
1
Open
Jan 13, 2025
Hecla Mining Company
―
▲ 25.04%
9
Close
Nov 16, 2024
GE Vernova Inc.
―
▲ 116.01%
3
Close
Nov 16, 2024
GE Aerospace
12.68%
▲ 111.08%
4
Buy
Nov 11, 2024
Coeur Mining
9.86%
▼ 9.71%
4
Buy
Nov 08, 2024
GlaxoSmithKline
4.64%
▼ 12.84%
5
Sell
Oct 04, 2024
Rio Tinto
4.24%
▼ 12.34%
1
Open
Oct 04, 2024
Bank of America
―
▲ 22.17%
9
Close
Sep 26, 2024
Expand Energy
8.12%
▲ 44.66%
3
Buy
Sep 26, 2024
Meta Platforms
―
▲ 108.93%
2
Close
Sep 26, 2024
Hudbay Minerals
4.77%
▼ 3.68%
3
Buy
Sep 26, 2024
Zscaler
―
▲ 1.21%
3
Close
Sep 26, 2024
Salesforce
―
▲ 7.46%
2
Close
Sep 26, 2024
New Gold
7.15%
▼ 9.82%
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