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Schwab Account - New Portfolio

Damon

Schwab Account
Individual Investor
Ranked #360,123 out of 769,002 TipRanks' Investors
Success Rate
50%
12 out of 24
profitable transactions
Average Return
10.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.12%
6-Month Return-
12-Month Return-
YTD Return▲ 10.58%
Total Return▲ 10.58%

Best Trade

Opened at
Closed at-
Gain▲ 67.36%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.03%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.90%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.37%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 4.03%
▲ 7.82%▲ 2.10%▲ 4.90%
▲ 5.70%▼ 0.89%▼ 1.97%
▲ 21.94%▲ 3.81%▲ 3.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
On Holding AG
3.73%
▲ 64.53%
2
Buy
Nov 19, 2024
Microsoft
8.07%
▼ 0.74%
3
Sell
Nov 19, 2024
Alphabet Class C
11.18%
▲ 40.83%
2
Buy
Nov 19, 2024
Masco
3.15%
▼ 7.42%
1
Buy
Oct 08, 2024
Zebra Tech
4.28%
▲ 16.68%
2
Buy
Sep 10, 2024
Bath & Body Works
9.29%
▼ 26.31%
3
Buy
Sep 10, 2024
Monster Beverage
9.37%
▼ 2.35%
2
Buy
Aug 23, 2024
PPG Industries
9.74%
▼ 11.20%
2
Buy
Aug 23, 2024
Visa
14.82%
▲ 31.82%
2
Buy
Aug 23, 2024
Charles Schwab
2.54%
▲ 21.90%
1
Buy
Aug 14, 2024
Generac Holdings
2.59%
▲ 35.81%
1
Buy
Aug 14, 2024
JELD-WEN
4.25%
▼ 30.32%
1
Buy
Aug 14, 2024
Walt Disney
8.73%
▲ 30.10%
1
Buy
Aug 14, 2024
Valvoline
8.01%
▲ 2.16%
1
Buy
Aug 14, 2024