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Working with TipRanks
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Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #98,307 out of 733,238 TipRanks' Investors
Success Rate
103 out of 176
profitable transactions
profitable transactions
Average Return
13.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.27%
6-Month Return▲ 21.35%
12-Month Return▲ 24.94%
YTD Return▲ 3.62%
Total Return▲ 34.29%
Best Trade
Bio
Performance
14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 0.70%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.19%
Nov 2023
▲ 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
▲ 5.65%
▲ 3.02%
▲ 2.04%
May 2024
▼ 6.45%▼ 2.17%▼ 0.70%
▲ 9.22%▲ 9.13%▲ 11.19%
▲ 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%
▲ 5.65%▲ 3.02%▲ 2.04%