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Schwab - New Portfolio

SchwabJ

Schwab
Individual Investor
Ranked #344,310 out of 731,395 TipRanks' Investors
Success Rate
39%
9 out of 23
profitable transactions
Average Return
-1.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.62%
6-Month Return-
12-Month Return-
YTD Return▼ 2.62%
Total Return▼ 2.62%

Best Trade

Opened at
Closed at
Gain▲ 12.98%

Bio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
Sep 2023
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.62%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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▼ 4.44%
2
Close
Apr 27, 2024
GlobalFoundries Inc
▼ 1.11%
2
Close
Apr 27, 2024
Alphabet Class C
▲ 7.01%
3
Close
Apr 27, 2024
Intel
▼ 16.56%
3
Close
Apr 27, 2024
Tesla
▲ 12.58%
3
Close
Apr 27, 2024
Apple
20.36%
▲ 1.52%
1
Open
Apr 10, 2024
Alibaba
12.98%
▲ 4.38%
2
Sell
Apr 10, 2024
Cisco Systems
8.05%
▼ 3.57%
2
Buy
Apr 10, 2024
Lyft
5.45%
▼ 13.64%
2
Buy
Apr 10, 2024
Occidental Petroleum
17.73%
▼ 3.91%
2
Buy
Apr 10, 2024
PayPal Holdings
18.19%
▲ 2.74%
2
Buy
Apr 10, 2024
NextEra Energy
▼ 1.31%
2
Close
Apr 10, 2024
Amazon
▲ 0.41%
2
Close
Apr 10, 2024
Unity Software
2.53%
▼ 6.37%
1
Open
Apr 10, 2024
Okta
6.42%
▼ 6.51%
1
Open
Apr 10, 2024
Nvidia
8.27%
▼ 0.73%
1
Open
Apr 10, 2024