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Henry Schwab One - New Portfolio
Henry Whitfield
Henry Schwab OneIndividual Investor
Ranked #412,094 out of 797,094 TipRanks' Investors
Success Rate
212 out of 499
profitable transactions
profitable transactions
Average Return
-0.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.59%
6-Month Return▼ 3.90%
12-Month Return▲ 2.13%
YTD Return▼ 4.06%
Total Return▲ 4.30%
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
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 2.20%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.06%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.77%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.34%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 3.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.12%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.30%
Mar 2025
▲ 3.42%
▼ 1.56%
▼ 1.83%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.20%
▲ 10.00%▼ 0.89%▼ 0.06%
▲ 25.97%▲ 5.96%▲ 3.77%
▲ 5.39%▼ 2.41%▼ 2.34%
▲ 6.04%▲ 2.69%▲ 3.24%
▼ 12.86%▼ 1.27%▼ 3.12%
▼ 1.80%▼ 5.57%▼ 2.30%
▲ 3.42%▼ 1.56%▼ 1.83%
Recent Activity
Model N
―
▲ 14.57%
3
Close
Jun 26, 2024
NEOS Nasdaq 100 Hedged Equity Income ETF
―
▼ 6.71%
4
Close
Sep 23, 2023
Global X NASDAQ 100 Covered Call ETF
3.36%
▼ 1.19%
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
5.89%
▼ 15.28%
5
Buy
Sep 22, 2023
Viper Energy
2.04%
▲ 43.23%
3
Sell
Sep 22, 2023
Mobileye Global, Inc. Class A
0.89%
▼ 62.94%
2
Buy
Sep 22, 2023
Cintas
1.36%
▲ 64.20%
1
Buy
Sep 22, 2023
Global X S&P 500 Covered Call ETF
0.94%
▼ 4.79%
5
Sell
Sep 21, 2023
Amazon
1.24%
▲ 10.96%
6
Buy
Sep 21, 2023
Grocery Outlet Holding
0.87%
▼ 26.67%
3
Buy
Sep 21, 2023
Ross Stores
0.91%
▲ 17.50%
3
Sell
Sep 21, 2023
Valaris
1.46%
▼ 56.88%
3
Buy
Sep 21, 2023
AGNC Investment
1.45%
▼ 8.57%
23
Buy
Sep 20, 2023
Amgen
1.84%
▲ 7.10%
2
Buy
Sep 20, 2023
Crossamerica Partners
1.94%
▲ 18.98%
2
Buy
Sep 20, 2023
Aberdeen Standard Physical Palladium Shares ETF
2.11%
▼ 24.29%
3
Buy
Sep 20, 2023
American Woodmark
0.57%
▼ 22.80%
1
Buy
Sep 20, 2023