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Henry Schwab One - New Portfolio
Henry Whitfield
Henry Schwab OneIndividual Investor
Ranked #357,511 out of 748,626 TipRanks' Investors
Success Rate
234 out of 499
profitable transactions
profitable transactions
Average Return
0.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.35%
6-Month Return▲ 5.18%
12-Month Return▲ 7.62%
YTD Return▲ 6.27%
Total Return▲ 4.01%
Best Trade
Bio
I buy opportunistically blending info from MarketEdge (technicals), Zacks (analyst opinions), Schwab (fundamentals and dividend info), and SeekingAlpa (all of their stuff).
Performance
24.77%0-24.77%
▲ 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
▼ 12.40%
▼ 4.03%
▼ 2.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.12%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 0.31%
Jul 2024
▲ 5.14%▲ 4.57%▲ 3.70%
▼ 1.87%▲ 1.59%▲ 0.05%
▲ 14.08%▲ 5.22%▲ 0.76%
▲ 5.05%▲ 3.27%▲ 5.12%
▼ 12.40%▼ 4.03%▼ 2.70%
▲ 11.46%▲ 5.06%▲ 3.12%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 24.77%▼ 1.07%▼ 0.31%
Recent Activity
Model N
―
▲ 14.57%
3
Close
Jun 26, 2024
Nationwide Risk-Managed Income ETF
―
▼ 6.71%
4
Close
Sep 23, 2023
Global X NASDAQ 100 Covered Call ETF
3.41%
▲ 4.59%
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
7.51%
▲ 11.75%
5
Buy
Sep 22, 2023
Viper Energy
1.98%
▲ 45.44%
3
Sell
Sep 22, 2023
Mobileye Global, Inc. Class A
1.19%
▼ 48.41%
2
Buy
Sep 22, 2023
Cintas
1.19%
▲ 48.68%
1
Buy
Sep 22, 2023
Global X S&P 500 Covered Call ETF
0.94%
▼ 0.63%
5
Sell
Sep 21, 2023
Amazon
1.14%
▲ 9.30%
6
Buy
Sep 21, 2023
Grocery Outlet Holding
1.1%
▼ 19.96%
3
Buy
Sep 21, 2023
Ross Stores
0.88%
▲ 18.68%
3
Sell
Sep 21, 2023
Valaris
3.36%
▲ 4.47%
3
Buy
Sep 21, 2023
AGNC Investment
1.56%
▼ 7.00%
23
Buy
Sep 20, 2023
Amgen
2.09%
▲ 27.49%
2
Buy
Sep 20, 2023
Crossamerica Partners
1.57%
▲ 1.42%
2
Buy
Sep 20, 2023
Aberdeen Standard Physical Palladium Shares ETF
1.94%
▼ 26.55%
3
Buy
Sep 20, 2023
American Woodmark
0.94%
▲ 26.40%
1
Buy
Sep 20, 2023