Education
About Us
Working with TipRanks
Follow Us
Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #19,614 out of 791,381 TipRanks' Investors
Success Rate
80 out of 103
profitable transactions
profitable transactions
Average Return
20.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.77%
6-Month Return▲ 4.23%
12-Month Return▲ 16.88%
YTD Return▼ 7.41%
Total Return▲ 53.19%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.08%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.99%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.08%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 0.04%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 2.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.04%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 8.30%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.08%
▲ 2.93%▲ 2.10%▲ 1.44%
▲ 10.00%▼ 0.89%▲ 0.99%
▲ 26.01%▲ 5.96%▲ 7.08%
▲ 5.75%▼ 2.41%▼ 0.04%
▲ 5.32%▲ 2.69%▲ 2.03%
▼ 12.86%▼ 1.27%▼ 1.04%
▼ 2.15%▼ 5.65%▼ 8.30%
Recent Activity
Wells Fargo
3.86%
▲ 43.14%
10
Buy
Mar 06, 2025
Apple
25.64%
▲ 20.43%
13
Buy
Feb 15, 2025
JPMorgan Chase & Co.
5.05%
▲ 13.40%
3
Buy
Feb 06, 2025
Vanguard S&P 500 ETF
7.62%
▲ 26.10%
8
Buy
Jan 02, 2025
Nvidia
10.03%
▲ 94.13%
5
Buy
Jan 02, 2025
Meta Platforms
6.28%
▲ 26.33%
3
Buy
Jan 02, 2025
Alphabet Class A
4.75%
▲ 18.51%
5
Buy
Dec 20, 2024
Microsoft
13.81%
▲ 14.80%
11
Buy
Dec 16, 2024
UnitedHealth
―
▲ 20.96%
6
Close
Jul 25, 2024
Mastercard
―
▼ 1.05%
2
Close
Jul 15, 2024
Conocophillips
―
▲ 6.51%
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
―
▲ 10.57%
4
Close
May 02, 2024
Amazon
15.62%
▲ 108.63%
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