tiprankstipranks

Schwab IRA Trading Acct - New Portfolio

PerformancePortfolio Details

James Jenicek

Schwab IRA Trading Acct
Individual Investor
Ranked #114,824 out of 861,174 TipRanks' Investors
Success Rate
65%
40 out of 62
profitable transactions
Average Return
50.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.98%
6-Month Return▲ 11.77%
12-Month Return▲ 42.92%
YTD Return▲ 7.08%
Total Return▲ 126.34%

Best Trade

AssetRoyal Carib... (RCL)
Opened at
Closed at-
Gain▲ 791.68%

Bio

Following the market since 2010. Diversified in all sectors including etf's.

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 0.97%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.40%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.15%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.32%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 3.34%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 8.67%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 9.50%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.67%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 0.97%
▼ 3.68%▲ 0.19%▼ 3.40%
▼ 0.10%▲ 0.08%▲ 3.15%
▲ 4.06%▲ 1.47%▲ 4.32%
▼ 1.33%▼ 0.86%▲ 3.34%
▲ 0.52%▼ 4.94%▼ 8.67%
▲ 16.06%▲ 10.51%▲ 9.50%
▲ 2.08%▼ 0.09%▼ 0.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TBHC
Brand House Collective
―
▼ 93.99%
2
Close
Apr 01, 2026
BBBY
Bed Bath & Beyond
0.07%
▲ 11.59%
1
Open
Apr 01, 2026
ARKX
ARK Space Exploration & Innovation ETF
0.35%
▼ 0.11%
1
Open
Feb 08, 2026
DFEN
Direxion Daily Aerospace & Defense Bull 3X Shares
0.21%
▼ 28.82%
1
Open
Feb 08, 2026
GRMN
Garmin
1.21%
▲ 16.25%
1
Open
Feb 08, 2026
IRDM
Iridium Communications
1.07%
▲ 94.25%
1
Open
Feb 08, 2026
AMAT
Applied Materials
1.7%
▲ 18.40%
1
Open
Feb 08, 2026
VRT
Vertiv Holdings
5.27%
▲ 63.89%
1
Open
Feb 08, 2026
RCL
Royal Caribbean
6.57%
▲ 379.65%
3
Buy
Apr 20, 2025
FANG
Diamondback
3.86%
▲ 375.12%
2
Buy
Apr 20, 2025
TPICQ
TPI Composites
―
▼ 95.98%
2
Close
Apr 20, 2025
SPCE
Virgin Galactic Holdings
―
▼ 96.11%
3
Close
Apr 20, 2025
LAKE
Lakeland Industries
―
▼ 2.26%
2
Close
Apr 20, 2025
DKNG
DraftKings
―
▲ 94.72%
2
Close
Apr 20, 2025
IONQ
IonQ
3.31%
▲ 77.30%
2
Buy
Apr 20, 2025
CALM
Cal-Maine Foods
―
▼ 14.59%
2
Close
Apr 20, 2025
NVDA
Nvidia
6.46%
▲ 104.86%
1
Open
Apr 20, 2025
PLTR
Palantir Technologies
5.28%
▲ 60.83%
1
Open
Apr 20, 2025
PYPL
PayPal Holdings
3.65%
▼ 15.97%
1
Open
Apr 20, 2025
VMMSX
Vanguard Emerging Markets Select Stock Fund Investor Shares
1.39%
▲ 54.76%
1
Open
Apr 20, 2025