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Schwab holdings - New Portfolio

PerformancePortfolio Details

Richard Forsyth

Schwab holdings
Individual Investor
Ranked #152,511 out of 769,002 TipRanks' Investors
Success Rate
58%
133 out of 228
profitable transactions
Average Return
15.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.40%
6-Month Return▲ 20.20%
12-Month Return▲ 38.71%
YTD Return▲ 26.00%
Total Return▲ 63.31%

Best Trade

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

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.66%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.83%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.89%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 12.98%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.03%
▲ 11.46%▲ 5.06%▲ 0.86%
▼ 2.25%▲ 3.53%▲ 0.66%
▲ 25.72%▲ 1.21%▲ 4.83%
▼ 4.22%▲ 2.34%▲ 4.16%
▲ 7.82%▲ 2.10%▲ 3.09%
▲ 5.70%▼ 0.89%▼ 3.89%
▲ 23.63%▲ 3.84%▲ 12.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
12.45%
▲ 105.46%
4
Buy
Nov 11, 2024
CDE
Coeur Mining
10.62%
▼ 4.60%
4
Buy
Nov 08, 2024
GSK
GlaxoSmithKline
4.7%
▼ 13.05%
5
Sell
Oct 04, 2024
RIO
Rio Tinto
4.36%
▼ 10.49%
1
Open
Oct 04, 2024
BAC
Bank of America
―
▲ 22.17%
9
Close
Sep 26, 2024
EXE
Expand Energy
7.74%
▲ 33.64%
3
Buy
Sep 26, 2024
META
Meta Platforms
―
▲ 108.93%
2
Close
Sep 26, 2024
HBM
Hudbay Minerals
5.09%
▲ 1.14%
3
Buy
Sep 26, 2024
ZS
Zscaler
―
▲ 1.21%
3
Close
Sep 26, 2024
CRM
Salesforce
―
▲ 7.46%
2
Close
Sep 26, 2024
NGD
New Gold
7.52%
▼ 8.83%
4
Buy
Sep 26, 2024
CAT
Caterpillar
―
▲ 38.26%
5
Close
Sep 25, 2024
BA
Boeing
―
▼ 8.98%
11
Close
Sep 25, 2024
AMD
Advanced Micro Devices
―
▲ 28.80%
12
Close
Sep 25, 2024
NVDA
Nvidia
―
▲ 237.80%
10
Close
Sep 25, 2024
MSFT
Microsoft
―
▲ 18.15%
6
Close
Sep 25, 2024
LRCX
Lam Research
―
▼ 0.51%
4
Close
Sep 25, 2024
NUE
Nucor
―
▼ 10.51%
4
Close
Sep 25, 2024