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Schwab IRA - New Portfolio

PerformancePortfolio Details

Jim Huddy

Schwab IRA
Individual Investor
Ranked #48,979 out of 788,370 TipRanks' Investors
Success Rate
72%
59 out of 82
profitable transactions
Average Return
25.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.15%
6-Month Return▲ 16.04%
12-Month Return▲ 18.06%
YTD Return▲ 7.77%
Total Return▲ 46.18%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 262.04%

Bio

Blend of dividend paying stocks and growth stocks. Dividends currently averaging 6.83% per year.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.08%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.39%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.52%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.74%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.14%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.53%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.49%
▼ 13.14%▲ 2.34%▲ 0.19%
▲ 2.93%▲ 2.10%▲ 5.08%
▲ 9.99%▼ 0.89%▼ 0.39%
▲ 26.03%▲ 5.96%▲ 4.52%
▲ 5.97%▼ 2.41%▼ 3.74%
▲ 5.25%▲ 2.69%▲ 6.14%
▼ 9.08%▲ 1.42%▲ 1.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SLDB
Solid Biosciences
0%
▲ 68.02%
1
Open
Feb 09, 2025
MPW
Medical Properties
―
▼ 29.69%
3
Close
Jan 27, 2025
O
Realty Income
―
▼ 1.72%
2
Close
Jan 27, 2025
PFLT
Pennantpark $
―
▲ 38.48%
2
Close
Jan 27, 2025
SACH
Sachem Capital
―
▼ 53.80%
3
Close
Jan 27, 2025
STAG
Stag Industrial
―
▲ 15.14%
2
Close
Jan 27, 2025
STWD
Starwood Property
―
▲ 35.01%
2
Close
Jan 27, 2025
TSLA
Tesla
―
▲ 53.11%
4
Close
Jan 27, 2025
UNP
Union Pacific
―
▲ 37.90%
2
Close
Jan 27, 2025
MMM
3M
―
▲ 90.94%
2
Close
Jan 27, 2025
F
Ford Motor
―
▼ 18.45%
3
Close
Jan 27, 2025
AAPL
Apple
―
▲ 23.59%
2
Close
Feb 08, 2024
DELL
Dell Technologies
―
▲ 24.29%
2
Close
Oct 27, 2023
AMZN
Amazon
0%
▲ 51.76%
3
Open
Oct 05, 2023
ET
Energy Transfer
―
▲ 5.90%
5
Close
Oct 05, 2023
UAN
CVR Partners
―
▲ 16.58%
2
Close
Aug 03, 2023
QCOM
Qualcomm
―
▼ 2.82%
2
Close
Aug 03, 2023
USB
US Bancorp
―
▲ 16.92%
2
Close
Aug 03, 2023
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
0.96%
▼ 1.70%
1
Open
Aug 03, 2023
PFE
Pfizer
―
▼ 9.64%
2
Close
Aug 01, 2023