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Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #130,001 out of 793,704 TipRanks' Investors
Success Rate
137 out of 235
profitable transactions
profitable transactions
Average Return
15.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.98%
6-Month Return▲ 11.14%
12-Month Return▲ 23.69%
YTD Return▲ 1.73%
Total Return▲ 67.84%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.16%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.22%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 17.32%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.34%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 0.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.74%
Feb 2025
▲ 5.30%
▼ 4.02%
▲ 6.98%
Mar 2025
▼ 13.14%▲ 2.34%▲ 4.16%
▲ 2.93%▲ 2.10%▲ 3.09%
▲ 10.00%▼ 0.89%▼ 4.22%
▲ 26.01%▲ 5.96%▲ 17.32%
▲ 5.34%▼ 2.41%▼ 2.34%
▲ 5.88%▲ 2.69%▲ 0.89%
▼ 12.86%▼ 1.27%▼ 5.74%
▲ 5.30%▼ 4.02%▲ 6.98%
Recent Activity
Clean Energy Fuels
2.12%
▼ 35.74%
8
Open
Feb 06, 2025
New Gold
0.01%
▲ 18.71%
5
Sell
Feb 03, 2025
Globalstar
19.29%
▼ 4.57%
11
Sell
Feb 01, 2025
Meta Platforms
0%
▲ 47.70%
3
Open
Feb 01, 2025
3M
5.16%
▲ 12.04%
6
Open
Feb 01, 2025
Goldman Sachs Group
2.91%
▲ 4.41%
4
Open
Jan 23, 2025
BlackRock
5.04%
▼ 1.23%
2
Buy
Jan 23, 2025
Black Diamond Therapeutics
2.32%
▼ 33.20%
1
Open
Jan 23, 2025
Hecla Mining Company
―
▲ 25.04%
9
Close
Nov 16, 2024
GE Vernova Inc.
―
▲ 116.01%
3
Close
Nov 16, 2024
GE Aerospace
14.3%
▲ 138.50%
4
Buy
Nov 11, 2024
Coeur Mining
10.13%
▼ 7.38%
4
Buy
Nov 08, 2024
GlaxoSmithKline
5.35%
▲ 1.48%
5
Sell
Oct 04, 2024
Rio Tinto
4.33%
▼ 7.33%
1
Open
Oct 04, 2024
Bank of America
―
▲ 22.18%
9
Close
Sep 26, 2024
Expand Energy
8.38%
▲ 49.99%
3
Buy
Sep 26, 2024
Hudbay Minerals
4.45%
▼ 10.20%
3
Buy
Sep 26, 2024
Zscaler
―
▲ 1.21%
3
Close
Sep 26, 2024
Salesforce
―
▲ 7.46%
2
Close
Sep 26, 2024
Caterpillar
―
▲ 38.26%
5
Close
Sep 25, 2024