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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #340,470 out of 797,226 TipRanks' Investors
Success Rate
34 out of 70
profitable transactions
profitable transactions
Average Return
5.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.83%
6-Month Return▼ 7.87%
12-Month Return-
YTD Return▼ 11.12%
Total Return▼ 0.01%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 4.90%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.17%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.90%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 2.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.46%
Mar 2025
▲ 2.73%
▼ 1.56%
▼ 2.45%
Apr 2025
▲ 2.92%▲ 2.10%▲ 4.90%
▲ 10.00%▼ 0.89%▼ 1.73%
▲ 25.97%▲ 5.96%▲ 9.17%
▲ 5.39%▼ 2.41%▼ 3.90%
▲ 6.04%▲ 2.69%▲ 2.80%
▼ 12.86%▼ 1.27%▼ 6.26%
▼ 1.80%▼ 5.57%▼ 5.46%
▲ 2.73%▼ 1.56%▼ 2.45%
Recent Activity
Cricut Inc
0.55%
▲ 3.04%
2
Buy
Apr 21, 2025
Nike
3.26%
▲ 5.37%
1
Buy
Apr 21, 2025
Masco
3.59%
▼ 10.66%
3
Buy
Apr 04, 2025
Walmart
6.73%
▲ 9.07%
4
Buy
Apr 04, 2025
Zebra Tech
7.69%
▼ 2.09%
8
Buy
Apr 03, 2025
Microsoft
13.35%
▲ 0.07%
8
Buy
Apr 03, 2025
Alphabet Class C
11.43%
▲ 25.74%
5
Buy
Apr 03, 2025
Conocophillips
5.23%
▼ 7.28%
4
Buy
Apr 03, 2025
Generac Holdings
3.54%
▼ 6.90%
4
Buy
Mar 20, 2025
Visa
5.98%
▲ 23.07%
7
Buy
Mar 19, 2025
Charles Schwab
6.87%
▲ 16.03%
4
Buy
Mar 14, 2025
Bath & Body Works
9.55%
▼ 10.13%
5
Buy
Mar 12, 2025
On Holding AG
―
▲ 71.47%
4
Close
Feb 19, 2025
JELD-WEN
―
▼ 14.61%
4
Close
Feb 18, 2025
PPG Industries
―
▼ 10.52%
4
Sell
Feb 18, 2025
Walt Disney
5.64%
▲ 15.86%
2
Buy
Jan 29, 2025
Monster Beverage
8.36%
▼ 4.49%
3
Close
Jan 29, 2025
Valvoline
5.85%
▼ 4.55%
2
Close
Jan 29, 2025