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Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #137,819 out of 775,923 TipRanks' Investors
Success Rate
136 out of 228
profitable transactions
profitable transactions
Average Return
15.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.50%
6-Month Return▲ 29.72%
12-Month Return▲ 31.64%
YTD Return▲ 31.74%
Total Return▲ 70.70%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.66%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.83%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.19%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 17.32%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 1.01%
Dec 2024
▲ 11.46%▲ 5.06%▲ 0.86%
▼ 2.25%▲ 3.53%▲ 0.66%
▲ 25.71%▲ 1.21%▲ 4.83%
▼ 4.22%▲ 2.34%▲ 4.16%
▲ 7.82%▲ 2.10%▲ 3.09%
▲ 5.38%▼ 0.89%▼ 4.19%
▲ 43.22%▲ 5.96%▲ 17.32%
▲ 3.34%▼ 1.56%▲ 1.01%
Recent Activity
Hecla Mining Company
―
▲ 25.04%
9
Close
Nov 16, 2024
GE Vernova Inc.
―
▲ 116.01%
3
Close
Nov 16, 2024
GE Aerospace
12.06%
▲ 94.37%
4
Buy
Nov 11, 2024
Coeur Mining
9.69%
▼ 14.10%
4
Buy
Nov 08, 2024
GlaxoSmithKline
4.81%
▼ 12.39%
5
Sell
Oct 04, 2024
Rio Tinto
4.2%
▼ 15.87%
1
Open
Oct 04, 2024
Bank of America
―
▲ 22.17%
9
Close
Sep 26, 2024
Expand Energy
7.47%
▲ 29.03%
3
Buy
Sep 26, 2024
Meta Platforms
―
▲ 108.93%
2
Close
Sep 26, 2024
Hudbay Minerals
4.72%
▼ 7.60%
3
Buy
Sep 26, 2024
Zscaler
―
▲ 1.21%
3
Close
Sep 26, 2024
Salesforce
―
▲ 7.46%
2
Close
Sep 26, 2024
New Gold
6.74%
▼ 17.69%
4
Buy
Sep 26, 2024
Caterpillar
―
▲ 38.26%
5
Close
Sep 25, 2024
Boeing
―
▼ 8.98%
11
Close
Sep 25, 2024
Advanced Micro Devices
―
▲ 28.80%
12
Close
Sep 25, 2024
Nvidia
―
▲ 237.80%
10
Close
Sep 25, 2024
Microsoft
―
▲ 18.15%
6
Close
Sep 25, 2024
Lam Research
―
▼ 0.51%
4
Close
Sep 25, 2024
Nucor
―
▼ 10.51%
4
Close
Sep 25, 2024