Charles Schwab Individual
Public Public As of 2026-06-16 | Synced from Charles Schwab
Portfolio

+37.8%

S&P 500

+40.5%

Trailing S&P 500 by 2.7%

Cumulative Return

CAGR
Portfolio
+11.7%
S&P 500
+12.4%
Max Drawdown
Portfolio
23.2%
S&P 500
18.8%
Sharpe Ratio
Portfolio
0.81
S&P 500
0.91
Sortino Ratio
Portfolio
1.20
S&P 500
1.34
Win Rate
--
Closed trades
Hold Time
--
Average days

Positions

Ticker Weight % PnL
GOOGL
26.0 shares
+44.8% --
GM
63.0 shares
+24.0% --
AAPL
17.0 shares
+23.5% --
SPXU
25.0 shares
+4.3% -65.7%
SQQQ
20.0 shares
+3.5% -79.7%