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Schwab Account - New Portfolio
Damon
Schwab AccountIndividual Investor
Ranked #173,559 out of 799,702 TipRanks' Investors
Success Rate
44 out of 70
profitable transactions
profitable transactions
Average Return
11.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 16.79%
6-Month Return▼ 0.20%
12-Month Return-
YTD Return▼ 1.06%
Total Return▲ 11.31%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.17%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.90%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 2.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.46%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.84%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 10.63%
May 2025
▲ 9.99%▼ 0.89%▼ 1.73%
▲ 25.97%▲ 5.96%▲ 9.17%
▲ 5.41%▼ 2.41%▼ 3.90%
▲ 6.02%▲ 2.69%▲ 2.80%
▼ 12.86%▼ 1.27%▼ 6.26%
▼ 1.80%▼ 5.57%▼ 5.46%
▲ 1.76%▼ 0.87%▼ 1.84%
▲ 14.92%▲ 7.15%▲ 10.63%
Recent Activity
Cricut Inc
0.65%
▲ 34.46%
2
Buy
Apr 21, 2025
Nike
3.26%
▲ 16.03%
1
Buy
Apr 21, 2025
Masco
3.65%
▼ 3.95%
3
Buy
Apr 04, 2025
Walmart
6.31%
▲ 12.53%
4
Buy
Apr 04, 2025
Zebra Tech
8.63%
▲ 7.83%
8
Buy
Apr 03, 2025
Microsoft
14.08%
▲ 10.11%
8
Buy
Apr 03, 2025
Alphabet Class C
10.71%
▲ 27.80%
5
Buy
Apr 03, 2025
Conocophillips
4.73%
▼ 7.78%
4
Buy
Apr 03, 2025
Generac Holdings
3.67%
▼ 1.21%
4
Buy
Mar 20, 2025
Visa
5.88%
▲ 27.17%
7
Buy
Mar 19, 2025
Charles Schwab
6.9%
▲ 25.02%
4
Buy
Mar 14, 2025
Bath & Body Works
9.38%
▼ 7.14%
5
Buy
Mar 12, 2025
On Holding AG
―
▲ 71.47%
4
Close
Feb 19, 2025
JELD-WEN
―
▼ 14.61%
4
Close
Feb 18, 2025
PPG Industries
―
▼ 10.52%
4
Sell
Feb 18, 2025
Walt Disney
6.44%
▲ 29.10%
2
Buy
Jan 29, 2025
Monster Beverage
8.16%
▼ 1.83%
3
Close
Jan 29, 2025
Valvoline
5.4%
▼ 3.74%
2
Close
Jan 29, 2025