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Henry Schwab One - New Portfolio
Henry Whitfield
Henry Schwab OneIndividual Investor
Ranked #373,106 out of 754,519 TipRanks' Investors
Success Rate
233 out of 499
profitable transactions
profitable transactions
Average Return
0.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.43%
6-Month Return▲ 6.51%
12-Month Return▲ 10.76%
YTD Return▲ 7.37%
Total Return▲ 5.09%
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
25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 0.05%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.76%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.12%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.16%
Jul 2024
▼ 6.44%
▲ 1.37%
▼ 0.43%
Aug 2024
▼ 1.87%▲ 1.59%▲ 0.05%
▲ 14.08%▲ 5.22%▲ 0.76%
▲ 5.05%▲ 3.27%▲ 5.12%
▼ 12.40%▼ 4.03%▼ 2.70%
▲ 11.46%▲ 5.06%▲ 3.13%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 25.76%▲ 1.21%▲ 1.16%
▼ 6.44%▲ 1.37%▼ 0.43%
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
3.56%
▲ 8.85%
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
6.99%
▲ 4.37%
5
Buy
Sep 22, 2023
Viper Energy
2.25%
▲ 63.97%
3
Sell
Sep 22, 2023
Mobileye Global, Inc. Class A
0.81%
▼ 65.05%
2
Buy
Sep 22, 2023
Cintas
1.27%
▲ 58.58%
1
Buy
Sep 22, 2023
Global X S&P 500 Covered Call ETF
0.98%
▲ 2.83%
5
Sell
Sep 21, 2023
Amazon
1.12%
▲ 9.05%
6
Buy
Sep 21, 2023
Grocery Outlet Holding
1.01%
▼ 21.34%
3
Buy
Sep 21, 2023
Ross Stores
0.95%
▲ 26.67%
3
Sell
Sep 21, 2023
Valaris
2.6%
▼ 20.12%
3
Buy
Sep 21, 2023
AGNC Investment
1.61%
▼ 6.48%
23
Buy
Sep 20, 2023
Amgen
2.1%
▲ 27.31%
2
Buy
Sep 20, 2023
Crossamerica Partners
1.55%
▼ 1.09%
2
Buy
Sep 20, 2023
Aberdeen Standard Physical Palladium Shares ETF
2.09%
▼ 21.84%
3
Buy
Sep 20, 2023
American Woodmark
0.85%
▲ 18.83%
1
Buy
Sep 20, 2023