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Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #111,003 out of 806,657 TipRanks' Investors
Success Rate
150 out of 235
profitable transactions
profitable transactions
Average Return
19.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.74%
6-Month Return▲ 16.87%
12-Month Return▲ 42.48%
YTD Return▲ 21.01%
Total Return▲ 99.63%
Best Trade
Bio
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 2.34%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 3.52%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.59%
May 2025
▲ 6.24%
▲ 5.14%
▲ 11.02%
Jun 2025
▲ 2.63%
▲ 1.21%
▲ 1.67%
Jul 2025
▲ 5.10%▼ 2.41%▼ 2.34%
▲ 6.03%▲ 2.69%▲ 0.89%
▼ 12.86%▼ 1.27%▼ 5.74%
▼ 1.80%▼ 5.57%▲ 3.52%
▲ 1.83%▼ 0.87%▼ 2.41%
▲ 12.20%▲ 6.28%▲ 11.59%
▲ 6.24%▲ 5.14%▲ 11.02%
▲ 2.63%▲ 1.21%▲ 1.67%
Recent Activity
Clean Energy Fuels
2.26%
▼ 33.35%
8
Open
Feb 06, 2025
New Gold
0.01%
▲ 63.64%
5
Sell
Feb 03, 2025
Globalstar
18.42%
▲ 5.60%
11
Sell
Feb 01, 2025
Meta Platforms
0%
▲ 56.09%
3
Open
Feb 01, 2025
3M
4.58%
▲ 12.92%
6
Open
Feb 01, 2025
Goldman Sachs Group
3.25%
▲ 13.23%
4
Open
Jan 23, 2025
BlackRock
4.86%
▲ 11.01%
2
Buy
Jan 23, 2025
Black Diamond Therapeutics
3.09%
▲ 3.20%
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
14.8%
▲ 185.99%
4
Buy
Nov 11, 2024
Coeur Mining
12.57%
▲ 33.24%
4
Buy
Nov 08, 2024
GlaxoSmithKline
4.58%
▲ 1.74%
5
Sell
Oct 04, 2024
Rio Tinto
3.54%
▼ 12.26%
1
Open
Oct 04, 2024
Bank of America
―
▲ 22.18%
9
Close
Sep 26, 2024
Expand Energy
7.17%
▲ 49.52%
3
Buy
Sep 26, 2024
Hudbay Minerals
5.19%
▲ 21.57%
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