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
Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #103,504 out of 730,199 TipRanks' Investors
Success Rate
98 out of 173
profitable transactions
profitable transactions
Average Return
13.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Returnâ–² 0.36%
6-Month Returnâ–² 22.19%
12-Month Returnâ–² 25.72%
YTD Returnâ–² 2.20%
Total Returnâ–² 32.46%
Best Trade
Bio
Performance
14.09%0-14.09%
â–¼ 4.52%
â–¼ 4.74%
â–¼ 4.56%
Sep 2023
â–¼ 6.45%
â–¼ 2.17%
â–¼ 0.70%
Oct 2023
â–² 9.22%
â–² 9.13%
â–² 11.19%
Nov 2023
â–² 5.14%
â–² 4.57%
â–² 6.87%
Dec 2023
â–¼ 1.87%
â–² 1.59%
â–¼ 3.46%
Jan 2024
â–² 14.08%
â–² 5.22%
â–² 3.26%
Feb 2024
â–² 5.05%
â–² 3.27%
â–² 5.05%
Mar 2024
â–¼ 14.09%
â–¼ 3.33%
â–¼ 2.41%
Apr 2024
â–¼ 4.52%â–¼ 4.74%â–¼ 4.56%
â–¼ 6.45%â–¼ 2.17%â–¼ 0.70%
â–² 9.22%â–² 9.13%â–² 11.19%
â–² 5.14%â–² 4.57%â–² 6.87%
â–¼ 1.87%â–² 1.59%â–¼ 3.46%
â–² 14.08%â–² 5.22%â–² 3.26%
â–² 5.05%â–² 3.27%â–² 5.05%
â–¼ 14.09%â–¼ 3.33%â–¼ 2.41%