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Schwab IRA - New Portfolio
Jim Huddy
Schwab IRAIndividual Investor
Ranked #55,008 out of 797,085 TipRanks' Investors
Success Rate
56 out of 82
profitable transactions
profitable transactions
Average Return
18.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.87%
6-Month Return▼ 0.47%
12-Month Return▲ 11.31%
YTD Return▼ 0.17%
Total Return▲ 35.19%
Best Trade
Bio
Blend of dividend paying stocks and growth stocks. Dividends currently averaging 6.83% per year.
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 5.08%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.41%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.54%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.88%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 6.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.35%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.62%
Mar 2025
▲ 3.87%
▼ 1.56%
▼ 0.27%
Apr 2025
▲ 2.92%▲ 2.10%▲ 5.08%
▲ 10.00%▼ 0.89%▼ 0.41%
▲ 25.97%▲ 5.96%▲ 4.54%
▲ 5.39%▼ 2.41%▼ 3.88%
▲ 6.04%▲ 2.69%▲ 6.43%
▼ 12.86%▼ 1.27%▼ 0.35%
▼ 1.80%▼ 5.57%▼ 5.62%
▲ 3.87%▼ 1.56%▼ 0.27%
Recent Activity
Solid Biosciences
0%
▼ 4.07%
1
Open
Feb 09, 2025
Medical Properties
―
▼ 29.69%
3
Close
Jan 27, 2025
Realty Income
―
▼ 1.72%
2
Close
Jan 27, 2025
Pennantpark $
―
▲ 38.48%
2
Close
Jan 27, 2025
Sachem Capital
―
▼ 53.82%
3
Close
Jan 27, 2025
Stag Industrial
―
▲ 15.14%
2
Close
Jan 27, 2025
Starwood Property
―
▲ 35.00%
2
Close
Jan 27, 2025
Tesla
―
▲ 53.11%
4
Close
Jan 27, 2025
Union Pacific
―
▲ 37.90%
2
Close
Jan 27, 2025
3M
―
▲ 90.94%
2
Close
Jan 27, 2025
Ford Motor
―
▼ 18.45%
3
Close
Jan 27, 2025
Apple
―
▲ 23.59%
2
Close
Feb 08, 2024
Dell Technologies
―
▲ 24.29%
2
Close
Oct 27, 2023
Amazon
0%
▲ 40.80%
3
Open
Oct 05, 2023
Energy Transfer
―
▲ 5.90%
5
Close
Oct 05, 2023
CVR Partners
―
▲ 16.58%
2
Close
Aug 03, 2023
Qualcomm
―
▼ 2.82%
2
Close
Aug 03, 2023
US Bancorp
―
▲ 16.92%
2
Close
Aug 03, 2023
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.06%
▼ 1.08%
1
Open
Aug 03, 2023
Pfizer
―
▼ 9.64%
2
Close
Aug 01, 2023