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Working with TipRanks

Henry Schwab One - New Portfolio

Performance Portfolio Details

Henry Whitfield

Henry Schwab One

Individual Investor

Ranked #424,235 out of 775,923 TipRanks' Investors

Success Rate

228 out of 499
profitable transactions

Average Return

0.36%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.11% URNM

9.52% ET

6.07% QYLD

5.47% AWF

5.43% GUG

62.40% Others

By Assets

38.84% Cash

29.14% Stocks

23.59% ETFs

8.43% Funds

0.00% Cryptocurrency

By Sector

52.35% General

26.47% Energy

6.75% Consumer Cyclical

4.18% Financial

2.73% Healthcare

7.53% Other

Portfolio Holdings

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To view investors' portfolios

AGNC

AGNC Investment

$9.45

$0.18

(1.94%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.37B

-5.03%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.55

$0.28

(1.53%)

premium

1K Buy

633 Hold

76 Sell

Moderate Buy

premium

$8.48B

6.42%

Energy Transfer

$18.86

$0.59

(3.23%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$64.58B

37.06%

XYLD < ETF >

Global X S&P 500 Covered Call ETF

$43.00

$0.78

(1.85%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$2.94B

8.58%

ARCC

Ares Capital

$21.38

$0.25

(1.18%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$13.81B

8.20%

KRP

Kimbell Royalty Partners

$15.41

$0.03

(0.2%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.70B

1.05%

POWA < ETF >

Invesco Bloomberg Pricing Power ETF

$82.82

$0.693

(0.84%)

premium

487 Buy

254 Hold

27 Sell

Moderate Buy

premium

$188.35M

15.24%

AMZN

Amazon

$224.92

$1.63

(0.73%)

premium

46 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.37T

46.60%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$15.86

$0.1

(0.63%)

premium

―

premium

$760.42M

8.55%

PCEF < ETF >

Invesco CEF Income Composite ETF

$19.23

$0.18

(0.94%)

premium

―

premium

$806.77M

7.25%

AWF < FUND >

AllianceBernstein Global High Income Fund Inc

$10.58

$0.02

(0.19%)

premium

―

premium

$912.31M

4.86%

ARKQ < ETF >

ARK Autonomous Technology & Robotics ETF

$78.08

$1.16

(1.51%)

premium

271 Buy

124 Hold

27 Sell

Moderate Buy

premium

$949.52M

34.99%

BIZD < ETF >

VanEck BDC Income ETF

$16.72

$0.14

(0.84%)

premium

46 Buy

53 Hold

9 Sell

Hold

premium

$1.34B

1.64%

GUG < FUND >

Guggenheim Active Allocation Fund

$15.00

$0.04

(0.27%)

premium

―

premium

$494.70M

4.97%

URNM < ETF >

NorthShore Global Uranium Mining ETF

$40.52

$0.28

(0.69%)

premium

57 Buy

4 Hold

2 Sell

Moderate Buy

premium

$1.49B

-17.44%

HPE

Hewlett Packard Enterprise

$21.61

$0.85

(4.09%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$28.42B

26.45%

AMGN

Amgen

$263.38

$2.19

(0.84%)

premium

11 Buy

10 Hold

2 Sell

Moderate Buy

premium

$141.58B

-7.31%

CAPL

Crossamerica Partners

$21.68

$0.13

(0.6%)

premium

―

premium

$824.85M

-3.69%

PALL < ETF >

Aberdeen Standard Physical Palladium Shares ETF

$84.21

$0.78

(0.93%)

premium

―

premium

$354.13M

-24.03%

USAC

USA Compression

$21.54

$0.53

(2.4%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$2.52B

-10.59%

VNOM

Viper Energy

$47.64

$0.34

(0.71%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$8.98B

51.48%

QUS < ETF >

SPDR MSCI USA StrategicFactors ETF

$155.70

$1.283

(0.83%)

premium

5K Buy

3K Hold

366 Sell

Moderate Buy

premium

$1.40B

18.41%

GLD < ETF >

SPDR Gold Shares

$242.10

$2.5

(1.04%)

premium

―

premium

$73.12B

27.24%

Chubb

$273.20

$0.04

(0.01%)

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$110.13B

23.75%

Grocery Outlet Holding

$16.73

$0.13

(0.78%)

premium

2 Buy

8 Hold

2 Sell

Hold

premium

$1.63B

-38.87%

ROST

Ross Stores

$149.15

$1.36

(0.92%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$49.21B

9.33%

CVX

Chevron

$142.85

$1.7

(1.2%)

premium

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

$256.71B

-5.43%

UVXY < ETF >

ProShares Ultra VIX Short-Term Futures ETF

$22.42

$6.35

(22.07%)

premium

―

premium

$430.42M

-52.04%

VAL

Valaris

$41.22

$0.3

(0.73%)

premium

2 Buy

4 Hold

1 Sell

Hold

premium

$2.93B

-39.75%

AMWD

American Woodmark

$80.20

$0.8

(0.99%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.21B

-13.48%

MBLY

Mobileye Global, Inc. Class A

$17.51

$0.21

(1.19%)

premium

10 Buy

5 Hold

3 Sell

Moderate Buy

premium

$14.20B

-59.19%

CTAS

Cintas

$186.94

$4.15

(2.27%)

premium

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

$75.39B

25.62%