Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Calculators
Education
About Us
Working with TipRanks
Follow Us
Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #97,460 out of 746,050 TipRanks' Investors
Success Rate
121 out of 196
profitable transactions
profitable transactions
Average Return
15.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.98%
6-Month Return▲ 14.00%
12-Month Return▲ 25.31%
YTD Return▲ 10.48%
Total Return▲ 43.19%
Best Trade
Bio
Performance
26.59%0-26.59%
▲ 5.14%
▲ 4.57%
▲ 6.87%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.26%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.05%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.66%
Jun 2024
▲ 26.59%
▲ 2.90%
▲ 7.16%
Jul 2024
▲ 5.14%▲ 4.57%▲ 6.87%
▼ 1.87%▲ 1.59%▼ 3.46%
▲ 14.08%▲ 5.22%▲ 3.26%
▲ 5.05%▲ 3.27%▲ 5.05%
▼ 12.40%▼ 4.03%▼ 3.03%
▲ 11.46%▲ 5.06%▲ 0.86%
▼ 2.25%▲ 3.53%▲ 0.66%
▲ 26.59%▲ 2.90%▲ 7.16%
Recent Activity
Boeing
1.74%
▼ 3.46%
10
Buy
Jul 13, 2024
Franklin FTSE India ETF
7.94%
▲ 23.67%
5
Buy
Jul 13, 2024
Builders Firstsource
3.57%
▼ 20.95%
3
Buy
Jul 13, 2024
CrowdStrike Holdings
2.2%
▼ 4.14%
2
Buy
Jul 13, 2024
Hecla Mining Company
4.68%
▲ 32.93%
7
Buy
Jul 06, 2024
3M
2%
▲ 2.68%
1
Open
Jul 05, 2024
Advanced Micro Devices
1.05%
▲ 33.60%
10
Open
Jun 21, 2024
Nvidia
―
▲ 294.58%
8
Close
Jun 21, 2024
ARM Holdings PLC ADR
―
▲ 38.95%
4
Close
Jun 21, 2024
Palantir Technologies
5.57%
▲ 12.93%
5
Buy
Jun 21, 2024
AST SpaceMobile
1.05%
▲ 14.22%
1
Open
Jun 19, 2024
Uber Technologies
―
▲ 1.08%
2
Close
Jun 14, 2024
Zscaler
1.19%
▲ 9.60%
1
Open
Jun 14, 2024
Robinhood Markets
1.16%
▲ 2.58%
2
Buy
Jun 07, 2024
Microsoft
2.65%
▲ 20.99%
5
Buy
Jun 02, 2024
Newmont Mining
0.92%
▲ 1.05%
4
Buy
Jun 02, 2024
Freeport-McMoRan
1.18%
▲ 22.88%
4
Buy
Jun 02, 2024
Hudbay Minerals
1.78%
▲ 7.98%
2
Buy
Jun 02, 2024
UiPath
―
▼ 50.90%
4
Close
May 30, 2024
GE Vernova Inc.
2.07%
▲ 19.80%
2
Buy
May 30, 2024