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SCH House Fund - New Portfolio

Jonathan H

SCH House Fund
Individual Investor
Ranked #392,871 out of 793,836 TipRanks' Investors
Success Rate
43%
62 out of 145
profitable transactions
Average Return
1.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.97%
6-Month Return-
12-Month Return-
YTD Return▼ 1.12%
Total Return▼ 1.12%

Best Trade

Opened at
Closed at-
Gain▲ 60.29%

Bio

A fund to a house deposit in ~3 years time. Going aggressive and likely using a pledge asset line to keep the portfolio intact.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.33%
▼ 2.41%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 0.02%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.85%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 1.97%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%
▲ 5.89%▲ 2.69%▲ 0.02%
▼ 12.86%▼ 1.27%▲ 0.85%
▼ 1.65%▼ 6.20%▼ 1.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cohen And Steers Total Return Realty Fund
0.12%
▼ 4.16%
2
Sell
Mar 26, 2025
Energy Select Sector SPDR Fund
0.56%
▼ 0.27%
2
Buy
Mar 26, 2025
Consumer Discretionary Select Sector SPDR Fund
0.89%
▼ 5.10%
2
Buy
Mar 26, 2025
Communication Services Select Sector SPDR Fund
1.01%
▼ 1.97%
2
Buy
Mar 26, 2025
Health Care Select Sector SPDR Fund
1.42%
▼ 1.15%
2
Buy
Mar 26, 2025
Financial Select Sector SPDR Fund
1.67%
▲ 0.18%
2
Buy
Mar 26, 2025
Cohen & Steers Real Estate Opportunities & Income Fund Shs of Benef Interest
0.02%
▼ 5.11%
2
Sell
Mar 26, 2025
SP Funds S&P World (ex-US) ETF
0.05%
▼ 1.63%
2
Buy
Mar 26, 2025
Kingsbarn Tactical Bond ETF
▲ 0.06%
2
Close
Mar 26, 2025
MFS Active Value ETF
0.19%
▼ 0.68%
2
Buy
Mar 26, 2025
YieldMax MSTR Option Income Strategy ETF
0.92%
▼ 11.51%
2
Buy
Mar 26, 2025
Direxion Daily Technology Bear 3X Shares
0.95%
▲ 10.29%
1
Buy
Mar 26, 2025
Defiance Daily Target 1.5x Short MSTR ETF
0.06%
▲ 23.86%
1
Buy
Mar 26, 2025
YieldMax BABA Option Income Strategy ETF
0.15%
▼ 3.86%
1
Buy
Mar 26, 2025
YieldMax Short COIN Option Income Strategy ETF
0.18%
▲ 10.13%
1
Buy
Mar 26, 2025
Direxion Daily TSM Bear 1X Shares
0.37%
▲ 4.39%
1
Buy
Mar 26, 2025
ProShares Short Bitcoin Strategy ETF
0.39%
▲ 3.66%
1
Buy
Mar 26, 2025
ProShares UltraPro Short Russell2000
0.91%
▲ 8.61%
1
Buy
Mar 26, 2025
YieldMax Short NVDA Option Income Strategy ETF
0.37%
▼ 3.20%
1
Buy
Mar 26, 2025
YieldMax Short TSLA Option Income Strategy ETF
0.47%
▲ 5.53%
1
Buy
Mar 26, 2025