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Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #10,177 out of 778,254 TipRanks' Investors
Success Rate
86 out of 100
profitable transactions
profitable transactions
Average Return
28.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.23%
6-Month Return▲ 10.68%
12-Month Return▲ 38.05%
YTD Return▲ 0.66%
Total Return▲ 65.28%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.84%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.09%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.08%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.44%
Sep 2024
▲ 10.03%
▼ 0.89%
▲ 0.99%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.08%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 0.80%
Dec 2024
▲ 6.46%
▼ 0.25%
▲ 0.66%
Jan 2025
▲ 9.79%▲ 3.53%▲ 4.84%
▲ 8.13%▲ 1.21%▲ 1.09%
▼ 13.14%▲ 2.34%▲ 2.08%
▲ 2.93%▲ 2.10%▲ 1.44%
▲ 10.03%▼ 0.89%▲ 0.99%
▲ 26.04%▲ 5.96%▲ 7.08%
▲ 5.97%▼ 2.41%▼ 0.80%
▲ 6.46%▼ 0.25%▲ 0.66%
Recent Activity
Vanguard S&P 500 ETF
7.32%
▲ 34.27%
8
Buy
Jan 02, 2025
Nvidia
12.03%
▲ 157.87%
5
Buy
Jan 02, 2025
Meta Platforms
5.66%
▲ 26.11%
3
Buy
Jan 02, 2025
Alphabet Class A
5.02%
▲ 32.29%
5
Buy
Dec 20, 2024
Microsoft
13.87%
▲ 27.48%
11
Buy
Dec 16, 2024
Wells Fargo
3.67%
▲ 58.58%
9
Buy
Dec 04, 2024
Apple
25.47%
▲ 35.58%
12
Buy
Nov 18, 2024
UnitedHealth
―
▲ 20.96%
6
Close
Jul 25, 2024
Mastercard
―
▼ 1.05%
2
Close
Jul 15, 2024
Conocophillips
―
▲ 6.50%
8
Close
Jun 25, 2024
Home Depot
―
▼ 3.27%
2
Close
May 23, 2024
Tesla
―
▲ 10.97%
5
Close
May 17, 2024
Adobe
―
▼ 6.18%
3
Close
May 02, 2024
Cisco Systems
―
▲ 9.25%
4
Close
May 02, 2024
JPMorgan Chase & Co.
4.82%
▲ 35.96%
2
Buy
Apr 18, 2024
Amazon
16.08%
▲ 137.92%
3
Sell
Apr 04, 2024
Exxon Mobil
―
▼ 1.17%
5
Close
Feb 23, 2024
Chevron
―
▲ 1.71%
5
Close
Feb 22, 2024
Bank of America
―
▲ 15.62%
7
Close
Feb 16, 2024
US Bancorp
―
▲ 8.25%
7
Close
Feb 15, 2024