Charles Schwab Individual
Public Public As of 2026-05-29 | Synced from Charles Schwab
Portfolio

+48.6%

S&P 500

+48.3%

Outperforming S&P 500 by +0.3%

Cumulative Return

CAGR
Portfolio
+14.6%
S&P 500
+14.6%
Max Drawdown
Portfolio
23.2%
S&P 500
18.8%
Sharpe Ratio
Portfolio
0.98
S&P 500
1.05
Sortino Ratio
Portfolio
1.48
S&P 500
1.57
Win Rate
--
Closed trades
Hold Time
--
Average days

Positions

Ticker Weight % PnL
GOOGL
26.0 shares
+44.7% --
AAPL
17.0 shares
+24.0% --
GM
63.0 shares
+23.7% --
SPXU
25.0 shares
+4.1% -66.4%
SQQQ
20.0 shares
+3.4% -79.8%