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Schwab holdings - New Portfolio

PerformancePortfolio Details

Richard Forsyth

Schwab holdings
Individual Investor
Ranked #200,759 out of 788,370 TipRanks' Investors
Success Rate
56%
131 out of 235
profitable transactions
Average Return
14.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.41%
6-Month Return▲ 4.42%
12-Month Return▲ 18.99%
YTD Return▼ 4.79%
Total Return▲ 52.20%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at
Gain▲ 514.45%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.83%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.16%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.19%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 17.32%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.41%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.43%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 5.19%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.83%
▼ 13.14%▲ 2.34%▲ 4.16%
▲ 2.93%▲ 2.10%▲ 3.09%
▲ 9.99%▼ 0.89%▼ 4.19%
▲ 26.03%▲ 5.96%▲ 17.32%
▲ 5.97%▼ 2.41%▼ 5.41%
▲ 5.25%▲ 2.69%▲ 0.43%
▼ 9.08%▲ 1.42%▼ 5.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CLNE
Clean Energy Fuels
3.5%
▼ 29.57%
8
Open
Feb 06, 2025
NGD
New Gold
0.01%
▼ 7.52%
5
Sell
Feb 03, 2025
GSAT
Globalstar
18.23%
▼ 12.41%
11
Sell
Feb 01, 2025
META
Meta Platforms
0%
▲ 53.47%
3
Open
Feb 01, 2025
MMM
3M
5.18%
▲ 11.46%
6
Open
Feb 01, 2025
GS
Goldman Sachs Group
3.36%
▲ 7.74%
4
Open
Jan 23, 2025
BLK
BlackRock
5.22%
▼ 1.13%
2
Buy
Jan 23, 2025
BDTX
Black Diamond Therapeutics
3.09%
▼ 13.60%
1
Open
Jan 23, 2025
HL
Hecla Mining Company
―
▲ 25.04%
9
Close
Nov 16, 2024
GEV
GE Vernova Inc.
―
▲ 116.01%
3
Close
Nov 16, 2024
GE
GE Aerospace
14.29%
▲ 130.68%
4
Buy
Nov 11, 2024
CDE
Coeur Mining
8.98%
▼ 20.23%
4
Buy
Nov 08, 2024
GSK
GlaxoSmithKline
5.24%
▼ 3.47%
5
Sell
Oct 04, 2024
RIO
Rio Tinto
4.54%
▼ 8.85%
1
Open
Oct 04, 2024
BAC
Bank of America
―
▲ 22.17%
9
Close
Sep 26, 2024
EXE
Expand Energy
8.19%
▲ 41.64%
3
Buy
Sep 26, 2024
HBM
Hudbay Minerals
4.06%
▼ 20.38%
3
Buy
Sep 26, 2024
ZS
Zscaler
―
▲ 1.21%
3
Close
Sep 26, 2024
CRM
Salesforce
―
▲ 7.46%
2
Close
Sep 26, 2024
CAT
Caterpillar
―
▲ 38.26%
5
Close
Sep 25, 2024