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Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #20,697 out of 797,094 TipRanks' Investors
Success Rate
99 out of 128
profitable transactions
profitable transactions
Average Return
17.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.06%
6-Month Return▼ 3.34%
12-Month Return▲ 14.40%
YTD Return▼ 7.17%
Total Return▲ 53.46%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 1.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.99%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.08%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 0.12%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 2.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.51%
Mar 2025
▲ 2.73%
▼ 1.56%
▼ 0.61%
Apr 2025
▲ 2.92%▲ 2.10%▲ 1.44%
▲ 10.00%▼ 0.89%▲ 0.99%
▲ 25.97%▲ 5.96%▲ 7.08%
▲ 5.39%▼ 2.41%▼ 0.12%
▲ 6.04%▲ 2.69%▲ 2.04%
▼ 12.86%▼ 1.27%▼ 1.04%
▼ 1.80%▼ 5.57%▼ 7.51%
▲ 2.73%▼ 1.56%▼ 0.61%
Recent Activity
Wells Fargo
3.78%
▲ 40.14%
12
Buy
Apr 24, 2025
Nvidia
9.35%
▲ 69.11%
7
Buy
Apr 24, 2025
Berkshire Hathaway B
7.96%
▲ 31.20%
3
Buy
Apr 24, 2025
JPMorgan Chase
5.85%
▲ 15.84%
5
Buy
Apr 24, 2025
Meta Platforms
6.09%
▲ 6.06%
7
Buy
Apr 24, 2025
Broadcom
4.25%
▲ 14.88%
4
Buy
Apr 24, 2025
Vanguard S&P 500 ETF
―
▲ 22.16%
11
Buy
Apr 08, 2025
Vanguard Mid-Cap ETF
6.21%
▲ 10.11%
2
Buy
Apr 08, 2025
Vanguard Small-Cap ETF
6.22%
▲ 7.94%
1
Open
Apr 07, 2025
Apple
16.74%
▲ 13.90%
14
Buy
Apr 04, 2025
Amazon
12.99%
▲ 55.54%
4
Buy
Apr 04, 2025
Microsoft
12.24%
▲ 16.01%
13
Buy
Apr 04, 2025
Alphabet Class A
―
▲ 10.42%
8
Close
Apr 02, 2025
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
―
▲ 7.96%
4
Close
May 02, 2024