Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Henry Schwab One - New Portfolio
Henry Whitfield
Henry Schwab OneIndividual Investor
Ranked #424,235 out of 775,923 TipRanks' Investors
Success Rate
228 out of 499
profitable transactions
profitable transactions
Average Return
0.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.72%
6-Month Return▲ 3.06%
12-Month Return▲ 9.13%
YTD Return▲ 9.43%
Total Return▲ 7.10%
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
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.12%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.16%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.48%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.20%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.05%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.77%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.80%
Dec 2024
▲ 11.46%▲ 5.06%▲ 3.12%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 25.71%▲ 1.21%▲ 1.16%
▼ 4.22%▲ 2.34%▼ 0.48%
▲ 7.82%▲ 2.10%▲ 2.20%
▲ 5.38%▼ 0.89%▼ 0.05%
▲ 43.22%▲ 5.96%▲ 3.77%
▲ 3.34%▼ 1.56%▼ 3.80%
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
3.71%
▲ 12.87%
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
6.8%
▲ 1.05%
5
Buy
Sep 22, 2023
Viper Energy
2.26%
▲ 64.11%
3
Sell
Sep 22, 2023
Mobileye Global, Inc. Class A
1%
▼ 57.14%
2
Buy
Sep 22, 2023
Cintas
1.18%
▲ 47.29%
1
Buy
Sep 22, 2023
Global X S&P 500 Covered Call ETF
1.02%
▲ 7.07%
5
Sell
Sep 21, 2023
Amazon
1.42%
▲ 17.49%
6
Buy
Sep 21, 2023
Grocery Outlet Holding
0.9%
▼ 24.97%
3
Buy
Sep 21, 2023
Ross Stores
0.94%
▲ 25.44%
3
Sell
Sep 21, 2023
Valaris
1.76%
▼ 46.07%
3
Buy
Sep 21, 2023
AGNC Investment
1.5%
▼ 7.65%
23
Buy
Sep 20, 2023
Amgen
1.67%
▲ 0.44%
2
Buy
Sep 20, 2023
Crossamerica Partners
1.72%
▲ 9.07%
2
Buy
Sep 20, 2023
Aberdeen Standard Physical Palladium Shares ETF
2%
▼ 25.71%
3
Buy
Sep 20, 2023
American Woodmark
0.76%
▲ 6.35%
1
Buy
Sep 20, 2023