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SCHG Top 10 Holding - New Portfolio

SCHG Top 10 Holding
Individual Investor
Ranked #428,906 out of 802,564 TipRanks' Investors
Success Rate
40%
4 out of 10
profitable transactions
Average Return
1.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.63%
6-Month Return▲ 0.97%
12-Month Return-
YTD Return▼ 0.08%
Total Return▲ 2.66%

Best Trade

Opened at
Closed at-
Gain▲ 53.35%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 2.74%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.39%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 3.06%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 10.31%
May 2025
▲ 2.11%
▲ 1.11%
▼ 0.01%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.42%▼ 2.41%▲ 2.74%
▲ 6.01%▲ 2.69%▲ 3.05%
▼ 12.86%▼ 1.27%▼ 4.81%
▼ 1.80%▼ 5.57%▼ 10.39%
▲ 1.76%▼ 0.87%▲ 3.06%
▲ 12.21%▲ 6.28%▲ 10.31%
▲ 2.11%▲ 1.11%▼ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
8.13%
▼ 17.25%
1
Open
Dec 05, 2024
Amazon
9.38%
▼ 5.73%
1
Open
Dec 05, 2024
Broadcom
15.01%
▲ 53.35%
1
Open
Dec 05, 2024
Alphabet Class C
9.5%
▼ 2.36%
1
Open
Dec 05, 2024
Eli Lilly & Co
9.09%
▼ 6.91%
1
Open
Dec 05, 2024
Meta Platforms
10.99%
▲ 12.62%
1
Open
Dec 05, 2024
Microsoft
10.53%
▲ 6.07%
1
Open
Dec 05, 2024
Tesla
7.83%
▼ 22.95%
1
Open
Dec 05, 2024
Nvidia
9.5%
▼ 3.49%
1
Open
Dec 05, 2024
Costco
10.04%
▲ 3.02%
1
Open
Dec 05, 2024