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Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #9,134 out of 747,498 TipRanks' Investors
Success Rate
81 out of 93
profitable transactions
profitable transactions
Average Return
23.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.41%
6-Month Return▲ 22.32%
12-Month Return▲ 33.23%
YTD Return▲ 23.38%
Total Return▲ 49.32%
Best Trade
Bio
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 5.22%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.73%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.22%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.75%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.20%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.11%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 1.88%
Jul 2024
▲ 5.14%▲ 4.57%▲ 5.22%
▼ 1.87%▲ 1.59%▲ 1.73%
▲ 14.08%▲ 5.22%▲ 5.11%
▲ 5.05%▲ 3.27%▲ 3.22%
▼ 12.40%▼ 4.03%▼ 0.75%
▲ 11.46%▲ 5.06%▲ 5.20%
▼ 2.25%▲ 3.53%▲ 5.11%
▲ 29.87%▲ 0.88%▲ 1.88%
Recent Activity
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
―
▲ 0.35%
4
Close
May 02, 2024
Meta Platforms
3.28%
▲ 9.19%
2
Buy
May 02, 2024
Apple
25.96%
▲ 27.34%
11
Sell
Apr 18, 2024
JPMorgan Chase & Co.
4.58%
▲ 16.53%
2
Buy
Apr 18, 2024
UnitedHealth
3.34%
▲ 21.67%
5
Buy
Apr 16, 2024
Amazon
14.53%
▲ 94.34%
3
Sell
Apr 04, 2024
Microsoft
16.05%
▲ 34.98%
10
Sell
Apr 04, 2024
Vanguard S&P 500 ETF
7.56%
▲ 27.55%
7
Buy
Mar 29, 2024
Nvidia
11.42%
▲ 152.21%
4
Sell
Mar 08, 2024
Wells Fargo
3.34%
▲ 38.30%
8
Buy
Mar 05, 2024
Alphabet Class A
3.48%
▲ 35.81%
4
Buy
Mar 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