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CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #117,178 out of 812,326 TipRanks' Investors
Success Rate
35 out of 59
profitable transactions
profitable transactions
Average Return
44.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.15%
6-Month Return▲ 9.23%
12-Month Return▲ 54.25%
YTD Return▲ 24.82%
Total Return▲ 84.44%
Best Trade
Bio
Performance
27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 14.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.64%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.78%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.73%
May 2025
▲ 6.24%
▲ 5.14%
▲ 12.96%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 7.90%
Jul 2025
▲ 1.33%
▲ 0.03%
▼ 2.79%
Aug 2025
▲ 6.03%▲ 2.69%▲ 14.39%
▼ 12.86%▼ 1.27%▼ 6.60%
▼ 1.80%▼ 5.57%▼ 12.64%
▲ 1.84%▼ 0.87%▲ 3.78%
▲ 12.20%▲ 6.28%▲ 8.73%
▲ 6.24%▲ 5.14%▲ 12.96%
▲ 27.87%▲ 2.30%▲ 7.90%
▲ 1.33%▲ 0.03%▼ 2.79%
Recent Activity
Discover Financial Services
―
▲ 113.50%
3
Close
May 16, 2025
Capital One Financial
0.81%
▲ 5.44%
1
Open
May 16, 2025
AST SpaceMobile
0%
▲ 92.77%
1
Open
May 03, 2025
Target
0%
▼ 13.77%
1
Open
Nov 22, 2024
Palantir Technologies
0%
▲ 202.46%
1
Open
Nov 11, 2024
Howmet Aerospace
0%
▲ 58.56%
1
Open
Nov 11, 2024
Dell Technologies
0%
▼ 1.90%
1
Open
Nov 11, 2024
Tilray
―
▼ 33.76%
4
Close
Sep 20, 2024
Sociedad Quimica Y Minera SA
―
▼ 49.64%
3
Close
Sep 20, 2024
Warner Bros
―
▼ 43.29%
2
Close
Sep 20, 2024
Alphabet Class C
―
▲ 55.32%
2
Close
Sep 20, 2024
Charles Schwab
―
▲ 26.76%
2
Close
Sep 20, 2024
Vir Biotechnology
―
▼ 65.14%
2
Close
Sep 20, 2024
C3ai
―
▼ 6.59%
2
Close
Sep 20, 2024
Under Armour
―
▼ 10.63%
2
Close
Sep 20, 2024
Pfizer
―
▼ 20.75%
2
Close
Sep 20, 2024
Nio
―
▼ 43.04%
2
Close
Sep 20, 2024
HP
―
▲ 32.03%
2
Close
Sep 20, 2024
GameStop
―
▼ 3.23%
2
Close
Sep 20, 2024
Dropbox
―
▲ 17.01%
2
Close
Sep 20, 2024