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Schwab Account
- New Portfolio
Performance
Portfolio Details
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
Asset
On Holding AG (ONON)
Opened at
Nov 19, 2024
Closed at
-
Gain
▲ 67.36%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
ONON
On Holding AG
3.73%
▲ 64.53%
2
Buy
Nov 19, 2024
MSFT
Microsoft
8.07%
▼ 0.74%
3
Sell
Nov 19, 2024
GOOG
Alphabet Class C
11.18%
▲ 40.83%
2
Buy
Nov 19, 2024
MAS
Masco
3.15%
▼ 7.42%
1
Buy
Oct 08, 2024
ZBRA
Zebra Tech
4.28%
▲ 16.68%
2
Buy
Sep 10, 2024
BBWI
Bath & Body Works
9.29%
▼ 26.31%
3
Buy
Sep 10, 2024
MNST
Monster Beverage
9.37%
▼ 2.35%
2
Buy
Aug 23, 2024
PPG
PPG Industries
9.74%
▼ 11.20%
2
Buy
Aug 23, 2024
V
Visa
14.82%
▲ 31.82%
2
Buy
Aug 23, 2024
SCHW
Charles Schwab
2.54%
▲ 21.90%
1
Buy
Aug 14, 2024
GNRC
Generac Holdings
2.59%
▲ 35.81%
1
Buy
Aug 14, 2024
JELD
JELD-WEN
4.25%
▼ 30.32%
1
Buy
Aug 14, 2024
DIS
Walt Disney
8.73%
▲ 30.10%
1
Buy
Aug 14, 2024
VVV
Valvoline
8.01%
▲ 2.16%
1
Buy
Aug 14, 2024
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