Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Research Tools
Calendars
Economic Indicators
Calculators
Education
About Us
Working with TipRanks
Follow Us
Henry Schwab One - New Portfolio
Henry Whitfield
Henry Schwab OneIndividual Investor
Ranked #307,824 out of 728,988 TipRanks' Investors
Success Rate
224 out of 499
profitable transactions
profitable transactions
Average Return
0.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.23%
6-Month Return▲ 10.94%
12-Month Return▲ 11.60%
YTD Return▲ 3.43%
Total Return▲ 1.23%
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
24.17%0-24.17%
▼ 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
▼ 24.17%
▼ 4.31%
▼ 2.40%
Apr 2024
▼ 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%
▼ 24.17%▼ 4.31%▼ 2.40%