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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #386,560 out of 776,946 TipRanks' Investors
Success Rate
12 out of 26
profitable transactions
profitable transactions
Average Return
10.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.05%
6-Month Return-
12-Month Return-
YTD Return▲ 12.60%
Total Return▲ 12.60%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 5.91%
▲ 5.06%
―
May 2024
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.90%
Sep 2024
▲ 9.98%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.42%
Nov 2024
▲ 4.01%
▼ 0.92%
▼ 4.05%
Dec 2024
▲ 5.91%▲ 5.06%―
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▲ 4.03%
▲ 2.93%▲ 2.10%▲ 4.90%
▲ 9.98%▼ 0.89%▼ 1.73%
▲ 26.03%▲ 5.96%▲ 9.42%
▲ 4.01%▼ 0.92%▼ 4.05%
Recent Activity
Generac Holdings
3.74%
▲ 5.68%
2
Buy
Dec 18, 2024
Zebra Tech
5.79%
▲ 11.13%
3
Buy
Dec 18, 2024
On Holding AG
3.67%
▲ 67.47%
2
Buy
Nov 19, 2024
Microsoft
7.94%
▲ 0.46%
3
Sell
Nov 19, 2024
Alphabet Class C
11.63%
▲ 47.53%
2
Buy
Nov 19, 2024
Masco
2.85%
▼ 11.97%
1
Buy
Oct 08, 2024
Bath & Body Works
11.05%
▼ 7.78%
3
Buy
Sep 10, 2024
Monster Beverage
8.72%
▼ 4.44%
2
Buy
Aug 23, 2024
PPG Industries
9.19%
▼ 11.87%
2
Buy
Aug 23, 2024
Visa
14.6%
▲ 36.66%
2
Buy
Aug 23, 2024
Charles Schwab
2.24%
▲ 13.23%
1
Buy
Aug 14, 2024
JELD-WEN
3.25%
▼ 43.97%
1
Buy
Aug 14, 2024
Walt Disney
8.1%
▲ 27.02%
1
Buy
Aug 14, 2024
Valvoline
7.2%
▼ 3.44%
1
Buy
Aug 14, 2024