Schwab Account - New Portfolio

Damon

Schwab Account
Individual Investor
Ranked #372,990 out of 764,406 TipRanks' Investors
Success Rate
48%
10 out of 21
profitable transactions
Average Return
3.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.89%
6-Month Return-
12-Month Return-
YTD Return▲ 7.03%
Total Return▲ 7.03%

Best Trade

Opened at
Closed at-
Gain▲ 47.68%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.03%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 4.90%
Sep 2024
▲ 7.79%
▲ 1.09%
▼ 1.92%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%▲ 4.03%
▲ 7.81%▲ 2.10%▲ 4.90%
▲ 7.79%▲ 1.09%▼ 1.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
7.88%
▼ 2.79%
2
Buy
Oct 16, 2024
Masco
3.22%
▼ 3.93%
1
Buy
Oct 08, 2024
Zebra Tech
4.17%
▲ 15.90%
2
Buy
Sep 10, 2024
Bath & Body Works
8.65%
▼ 31.45%
3
Buy
Sep 10, 2024
Monster Beverage
8.99%
▼ 4.21%
2
Buy
Aug 23, 2024
PPG Industries
9.82%
▼ 8.84%
2
Buy
Aug 23, 2024
Visa
13.82%
▲ 24.30%
2
Buy
Aug 23, 2024
Charles Schwab
2.2%
▲ 7.31%
1
Buy
Aug 14, 2024
Generac Holdings
2.41%
▲ 24.78%
1
Buy
Aug 14, 2024
On Holding AG
3.18%
▲ 47.68%
1
Buy
Aug 14, 2024
JELD-WEN
5.81%
▼ 3.36%
1
Buy
Aug 14, 2024
Walt Disney
7.19%
▲ 9.54%
1
Buy
Aug 14, 2024
Valvoline
8.3%
▲ 6.94%
1
Buy
Aug 14, 2024
Alphabet Class C
10.71%
▲ 38.49%
1
Buy
Aug 14, 2024