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Henry Schwab One - New Portfolio
Henry Whitfield
Henry Schwab OneIndividual Investor
Ranked #411,689 out of 791,381 TipRanks' Investors
Success Rate
220 out of 499
profitable transactions
profitable transactions
Average Return
-0.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.84%
6-Month Return▲ 0.39%
12-Month Return▲ 3.21%
YTD Return▼ 3.89%
Total Return▲ 4.42%
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
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.20%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.06%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.77%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 2.39%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.20%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.12%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 3.88%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.48%
▲ 2.93%▲ 2.10%▲ 2.20%
▲ 10.00%▼ 0.89%▼ 0.06%
▲ 26.01%▲ 5.96%▲ 3.77%
▲ 5.75%▼ 2.41%▼ 2.39%
▲ 5.32%▲ 2.69%▲ 3.20%
▼ 12.86%▼ 1.27%▼ 3.12%
▼ 2.15%▼ 5.65%▼ 3.88%
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
3.42%
▲ 1.49%
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
5.73%
▼ 16.93%
5
Buy
Sep 22, 2023
Viper Energy
2%
▲ 41.68%
3
Sell
Sep 22, 2023
Mobileye Global, Inc. Class A
0.87%
▼ 63.70%
2
Buy
Sep 22, 2023
Cintas
1.28%
▲ 54.87%
1
Buy
Sep 22, 2023
Global X S&P 500 Covered Call ETF
0.96%
▼ 2.05%
5
Sell
Sep 21, 2023
Amazon
1.28%
▲ 12.34%
6
Buy
Sep 21, 2023
Grocery Outlet Holding
0.71%
▼ 31.28%
3
Buy
Sep 21, 2023
Ross Stores
0.84%
▲ 8.20%
3
Sell
Sep 21, 2023
Valaris
1.62%
▼ 51.54%
3
Buy
Sep 21, 2023
AGNC Investment
1.63%
▼ 6.77%
23
Buy
Sep 20, 2023
Amgen
2.07%
▲ 21.61%
2
Buy
Sep 20, 2023
Crossamerica Partners
1.91%
▲ 18.18%
2
Buy
Sep 20, 2023
Aberdeen Standard Physical Palladium Shares ETF
2.1%
▼ 23.78%
3
Buy
Sep 20, 2023
American Woodmark
0.57%
▼ 21.91%
1
Buy
Sep 20, 2023