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Schwab IRA Trading Acct - New Portfolio

PerformancePortfolio Details

James Jenicek

Schwab IRA Trading Acct
Individual Investor
Ranked #108,315 out of 858,885 TipRanks' Investors
Success Rate
65%
40 out of 62
profitable transactions
Average Return
44.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.16%
6-Month Return▲ 1.54%
12-Month Return▲ 41.25%
YTD Return▲ 1.34%
Total Return▲ 114.20%

Best Trade

AssetRoyal Carib... (RCL)
Opened at
Closed at-
Gain▲ 851.68%

Bio

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

Performance

12.88%0-12.88%
▲ 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
▼ 1.12%
▼ 0.86%
▲ 3.32%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.65%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.92%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 1.12%▼ 0.86%▲ 3.32%
▲ 0.60%▼ 4.94%▼ 8.65%
▲ 4.89%▲ 4.48%▲ 2.92%

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%
▲ 0.64%
1
Open
Apr 01, 2026
ARKX
ARK Space Exploration & Innovation ETF
0.37%
▼ 3.61%
1
Open
Feb 08, 2026
DFEN
Direxion Daily Aerospace & Defense Bull 3X Shares
0.28%
▼ 10.66%
1
Open
Feb 08, 2026
GRMN
Garmin
1.41%
▲ 25.16%
1
Open
Feb 08, 2026
IRDM
Iridium Communications
0.99%
▲ 66.54%
1
Open
Feb 08, 2026
AMAT
Applied Materials
1.88%
▲ 20.85%
1
Open
Feb 08, 2026
VRT
Vertiv Holdings
5.09%
▲ 46.13%
1
Open
Feb 08, 2026
RCL
Royal Caribbean
7.6%
▲ 411.92%
3
Buy
Apr 20, 2025
FANG
Diamondback
3.69%
▲ 318.46%
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
2.26%
▲ 11.57%
2
Buy
Apr 20, 2025
CALM
Cal-Maine Foods
―
▼ 14.59%
2
Close
Apr 20, 2025
NVDA
Nvidia
6.65%
▲ 94.69%
1
Open
Apr 20, 2025
PLTR
Palantir Technologies
5.02%
▲ 41.04%
1
Open
Apr 20, 2025
PYPL
PayPal Holdings
3.55%
▼ 24.55%
1
Open
Apr 20, 2025
VMMSX
Vanguard Emerging Markets Select Stock Fund Investor Shares
1.46%
▲ 49.88%
1
Open
Apr 20, 2025