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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #300,780 out of 794,241 TipRanks' Investors
Success Rate
32 out of 61
profitable transactions
profitable transactions
Average Return
6.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.11%
6-Month Return▼ 3.13%
12-Month Return-
YTD Return▼ 8.50%
Total Return▲ 2.95%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.90%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.17%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.90%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.46%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 0.44%
Apr 2025
▲ 2.93%▲ 2.10%▲ 4.90%
▲ 10.00%▼ 0.89%▼ 1.73%
▲ 26.01%▲ 5.96%▲ 9.17%
▲ 5.33%▼ 2.41%▼ 3.90%
▲ 5.87%▲ 2.69%▲ 2.80%
▼ 12.86%▼ 1.27%▼ 6.26%
▼ 1.80%▼ 5.57%▼ 5.46%
▲ 0.58%▲ 0.28%▲ 0.44%
Recent Activity
Conocophillips
4.91%
▲ 4.16%
3
Buy
Mar 21, 2025
Generac Holdings
4.11%
▼ 2.32%
4
Buy
Mar 20, 2025
Zebra Tech
7.97%
▲ 3.44%
7
Buy
Mar 19, 2025
Visa
6.4%
▲ 24.38%
7
Buy
Mar 19, 2025
Walmart
3.63%
▲ 2.19%
2
Buy
Mar 19, 2025
Charles Schwab
6.94%
▲ 13.37%
4
Buy
Mar 14, 2025
Microsoft
12.39%
▼ 1.93%
7
Buy
Mar 14, 2025
Cricut Inc
0.31%
▼ 3.49%
1
Buy
Mar 13, 2025
Bath & Body Works
9.77%
▼ 10.82%
5
Buy
Mar 12, 2025
Alphabet Class C
10.43%
▲ 29.41%
4
Buy
Mar 10, 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
6.37%
▲ 20.14%
2
Buy
Jan 29, 2025
Monster Beverage
8.79%
▼ 4.16%
3
Close
Jan 29, 2025
Valvoline
6.23%
▼ 3.52%
2
Close
Jan 29, 2025
Masco
2.44%
▼ 8.82%
2
Close
Jan 29, 2025