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Schwab IRA Trading Acct - New Portfolio
James Jenicek
Schwab IRA Trading AcctIndividual Investor
Ranked #113,364 out of 857,329 TipRanks' Investors
Success Rate
38 out of 61
profitable transactions
profitable transactions
Average Return
42.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.19%
6-Month Return▼ 2.58%
12-Month Return▲ 19.83%
YTD Return▼ 2.54%
Total Return▲ 106.00%
Best Trade
Bio
Following the market since 2010. Diversified in all sectors including etf's.
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 8.36%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.49%
Sep 2025
▲ 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
▼ 1.18%
▼ 0.86%
▲ 3.25%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 9.52%
Mar 2026
▲ 2.76%▲ 2.05%▲ 8.36%
▲ 12.88%▲ 3.56%▲ 4.49%
▲ 10.96%▲ 2.38%▲ 0.97%
▼ 3.68%▲ 0.19%▼ 3.40%
▼ 0.10%▲ 0.08%▲ 3.15%
▲ 4.06%▲ 1.47%▲ 4.32%
▼ 1.18%▼ 0.86%▲ 3.25%
▲ 1.73%▼ 5.20%▼ 9.52%
Recent Activity
ARK Space Exploration & Innovation ETF
0.37%
▼ 7.36%
1
Open
Feb 08, 2026
Direxion Daily Aerospace & Defense Bull 3X Shares
0.27%
▼ 17.10%
1
Open
Feb 08, 2026
Garmin
1.33%
▲ 13.21%
1
Open
Feb 08, 2026
Iridium Communications
0.77%
▲ 23.69%
1
Open
Feb 08, 2026
Applied Materials
1.75%
▲ 8.01%
1
Open
Feb 08, 2026
Vertiv Holdings
4.59%
▲ 26.70%
1
Open
Feb 08, 2026
Royal Caribbean
7.53%
▲ 387.36%
3
Buy
Apr 20, 2025
Diamondback
3.93%
▲ 328.10%
2
Buy
Apr 20, 2025
TPI Composites
―
▼ 95.98%
2
Close
Apr 20, 2025
Virgin Galactic Holdings
―
▼ 96.11%
3
Close
Apr 20, 2025
Lakeland Industries
―
▼ 2.26%
2
Close
Apr 20, 2025
DraftKings
―
▲ 94.72%
2
Close
Apr 20, 2025
IonQ
2.54%
▲ 20.91%
2
Buy
Apr 20, 2025
Cal-Maine Foods
―
▼ 14.59%
2
Close
Apr 20, 2025
Nvidia
6.34%
▲ 78.25%
1
Open
Apr 20, 2025
Palantir Technologies
6.14%
▲ 65.95%
1
Open
Apr 20, 2025
PayPal Holdings
3.59%
▼ 26.61%
1
Open
Apr 20, 2025
Vanguard Emerging Markets Select Stock Fund Investor Shares
1.4%
▲ 38.67%
1
Open
Apr 20, 2025
Deckers Outdoor
10.24%
▼ 3.01%
1
Open
Apr 20, 2025
PepsiCo
3.67%
▲ 10.10%
1
Open
Apr 20, 2025