tiprankstipranks

Henry Schwab One - New Portfolio

Henry Whitfield

Henry Schwab One
Individual Investor
Ranked #321,508 out of 727,801 TipRanks' Investors
Success Rate
47%
235 out of 499
profitable transactions
Average Return
0.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.64%
6-Month Return▲ 12.09%
12-Month Return▲ 12.98%
YTD Return▲ 5.19%
Total Return▲ 2.95%

Best Trade

Opened at
Closed at
Gain▲ 209.15%

Bio

I buy opportunistically blending info from MarketEdge (technicals), Zacks (analyst opinions), Schwab (fundamentals and dividend info), and SeekingAlpa (all of their stuff).

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 2.17%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 4.66%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.05%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.76%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.12%
Mar 2024
▲ 3.37%
▼ 0.97%
▼ 0.74%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 2.17%
▼ 6.45%▼ 2.17%▼ 2.85%
▲ 9.22%▲ 9.13%▲ 4.66%
▲ 5.14%▲ 4.57%▲ 3.70%
▼ 1.87%▲ 1.59%▲ 0.05%
▲ 14.08%▲ 5.22%▲ 0.76%
▲ 5.05%▲ 3.27%▲ 5.12%
▲ 3.37%▼ 0.97%▼ 0.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
067jji4wx
067jji4wx
067jji4wx
067jji4wx
067jji4wx
067jji4wx
067jji4wx
y0l9zbs8d2b
y0l9zbs8d2b
y0l9zbs8d2b
y0l9zbs8d2b
y0l9zbs8d2b
y0l9zbs8d2b
y0l9zbs8d2b
nqgewmk6ne
nqgewmk6ne
nqgewmk6ne
nqgewmk6ne
nqgewmk6ne
nqgewmk6ne
nqgewmk6ne
i3hrh3liq
i3hrh3liq
i3hrh3liq
i3hrh3liq
i3hrh3liq
i3hrh3liq
i3hrh3liq
6v5sdueew5u
6v5sdueew5u
6v5sdueew5u
6v5sdueew5u
6v5sdueew5u
6v5sdueew5u
6v5sdueew5u
os9juo91ld8
os9juo91ld8
os9juo91ld8
os9juo91ld8
os9juo91ld8
os9juo91ld8
os9juo91ld8
umsv69
umsv69
umsv69
umsv69
umsv69
umsv69
umsv69
r2j5bao
r2j5bao
r2j5bao
r2j5bao
r2j5bao
r2j5bao
r2j5bao
0nhbafwxi
0nhbafwxi
0nhbafwxi
0nhbafwxi
0nhbafwxi
0nhbafwxi
0nhbafwxi
6y6nwk
6y6nwk
6y6nwk
6y6nwk
6y6nwk
6y6nwk
6y6nwk
To view investors' portfolios
Sign Up For Free
Nationwide Risk-Managed Income ETF
▼ 6.71%
4
Close
Sep 23, 2023
Global X NASDAQ 100 Covered Call ETF
3.45%
▲ 9.28%
16
Buy
Sep 22, 2023
Global X Artificial Intelligence & Technology ETF
▼ 0.33%
2
Close
Sep 22, 2023
PIMCO Dynamic Income Opportunities
▼ 6.64%
4
Close
Sep 22, 2023
Hoya Capital High Dividend Yield ETF
▲ 106.10%
3
Close
Sep 22, 2023
NorthShore Global Uranium Mining ETF
8.5%
▲ 31.52%
5
Buy
Sep 22, 2023
Viper Energy
1.84%
▲ 39.17%
3
Sell
Sep 22, 2023
Mobileye Global, Inc. Class A
1.74%
▼ 22.36%
2
Buy
Sep 22, 2023
Cintas
1.02%
▲ 31.65%
1
Buy
Sep 22, 2023
Global X S&P 500 Covered Call ETF
0.93%
▲ 1.21%
5
Sell
Sep 21, 2023
Amazon
1.13%
▲ 10.44%
6
Buy
Sep 21, 2023
Grocery Outlet Holding
1.36%
▼ 9.28%
3
Buy
Sep 21, 2023
Ross Stores
0.83%
▲ 14.38%
3
Sell
Sep 21, 2023
Valaris
2.91%
▼ 7.33%
3
Buy
Sep 21, 2023
AGNC Investment
1.42%
▼ 7.86%
23
Buy
Sep 20, 2023
Amgen
1.63%
▲ 1.93%
2
Buy
Sep 20, 2023
Crossamerica Partners
1.71%
▲ 13.15%
2
Buy
Sep 20, 2023
Aberdeen Standard Physical Palladium Shares ETF
2.2%
▼ 14.91%
3
Buy
Sep 20, 2023
Model N
1.81%
▲ 13.50%
2
Buy
Sep 20, 2023
American Woodmark
0.88%
▲ 27.33%
1
Buy
Sep 20, 2023