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Henry Schwab One - New Portfolio
Henry Whitfield
Henry Schwab OneIndividual Investor
Ranked #429,528 out of 784,132 TipRanks' Investors
Success Rate
233 out of 499
profitable transactions
profitable transactions
Average Return
0.90%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.38%
6-Month Return▲ 11.53%
12-Month Return▲ 12.84%
YTD Return▲ 2.10%
Total Return▲ 10.85%
Best Trade
Bio
I buy opportunistically blending info from MarketEdge (technicals), Zacks (analyst opinions), Schwab (fundamentals and dividend info), and SeekingAlpa (all of their stuff).
Performance
26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 1.16%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.20%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.06%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.77%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 2.46%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 2.36%
Jan 2025
▼ 13.89%
▼ 0.67%
▼ 0.25%
Feb 2025
▲ 8.13%▲ 1.21%▲ 1.16%
▼ 13.14%▲ 2.34%▼ 0.48%
▲ 2.93%▲ 2.10%▲ 2.20%
▲ 9.99%▼ 0.89%▼ 0.06%
▲ 26.04%▲ 5.96%▲ 3.77%
▲ 5.91%▼ 2.41%▼ 2.46%
▲ 4.65%▲ 2.69%▲ 2.36%
▼ 13.89%▼ 0.67%▼ 0.25%
Recent Activity
Model N
―
▲ 14.57%
3
Close
Jun 26, 2024
Nationwide Risk-Managed Income ETF
―
▼ 6.71%
4
Close
Sep 23, 2023
Global X NASDAQ 100 Covered Call ETF
3.59%
▲ 11.95%
16
Buy
Sep 22, 2023
Global X Artificial Intelligence & Technology ETF
―
▼ 0.33%
2
Close
Sep 22, 2023
PIMCO Dynamic Income Opportunities
―
▼ 6.64%
4
Close
Sep 22, 2023
Hoya Capital High Dividend Yield ETF
―
▲ 106.10%
3
Close
Sep 22, 2023
NorthShore Global Uranium Mining ETF
6.73%
▼ 0.40%
5
Buy
Sep 22, 2023
Viper Energy
2.24%
▲ 64.83%
3
Sell
Sep 22, 2023
Mobileye Global, Inc. Class A
0.88%
▼ 60.77%
2
Buy
Sep 22, 2023
Cintas
1.23%
▲ 59.32%
1
Buy
Sep 22, 2023
Global X S&P 500 Covered Call ETF
0.97%
▲ 5.00%
5
Sell
Sep 21, 2023
Amazon
1.48%
▲ 19.76%
6
Buy
Sep 21, 2023
Grocery Outlet Holding
0.89%
▼ 25.31%
3
Buy
Sep 21, 2023
Ross Stores
0.9%
▲ 23.69%
3
Sell
Sep 21, 2023
Valaris
1.99%
▼ 39.49%
3
Buy
Sep 21, 2023
AGNC Investment
1.54%
▼ 6.88%
23
Buy
Sep 20, 2023
Amgen
1.77%
▲ 10.16%
2
Buy
Sep 20, 2023
Crossamerica Partners
1.74%
▲ 17.12%
2
Buy
Sep 20, 2023
Aberdeen Standard Physical Palladium Shares ETF
2.09%
▼ 18.38%
3
Buy
Sep 20, 2023
American Woodmark
0.69%
▲ 0.32%
1
Buy
Sep 20, 2023