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CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #153,425 out of 824,099 TipRanks' Investors
Success Rate
40 out of 72
profitable transactions
profitable transactions
Average Return
43.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.13%
6-Month Return▲ 64.37%
12-Month Return▲ 52.34%
YTD Return▲ 43.30%
Total Return▲ 111.75%
Best Trade
Bio
Performance
12.96%0-12.96%
▼ 6.38%
▼ 5.57%
▼ 12.64%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.78%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.73%
May 2025
▲ 9.25%
▲ 5.14%
▲ 12.96%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.90%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.39%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.48%
Sep 2025
▲ 4.03%
▼ 0.27%
▲ 3.29%
Oct 2025
▼ 6.38%▼ 5.57%▼ 12.64%
▲ 0.80%▼ 0.87%▲ 3.78%
▲ 11.63%▲ 6.28%▲ 8.73%
▲ 9.25%▲ 5.14%▲ 12.96%
▲ 7.60%▲ 2.30%▲ 7.90%
▲ 2.76%▲ 2.05%▼ 0.39%
▲ 12.88%▲ 3.56%▲ 8.48%
▲ 4.03%▼ 0.27%▲ 3.29%
Recent Activity
Zeta Global Holdings Corp
0%
0.00%
1
Open
Oct 17, 2025
CrowdStrike Holdings
21.61%
▲ 86.15%
3
Buy
Oct 15, 2025
Riot Platforms
1.38%
▲ 58.75%
3
Buy
Oct 14, 2025
Iovance Biotherapeutics
0.47%
▼ 29.63%
2
Buy
Oct 14, 2025
Coinbase Global
17.23%
▲ 202.60%
2
Buy
Oct 14, 2025
Netflix
0%
▲ 274.37%
2
Sell
Oct 14, 2025
Devon Energy
0.71%
▼ 14.04%
2
Buy
Oct 14, 2025
Nvidia
2.04%
▲ 574.37%
2
Sell
Oct 14, 2025
PayPal Holdings
9.02%
▼ 4.81%
2
Buy
Oct 14, 2025
On Holding AG
0%
▲ 36.49%
3
Sell
Oct 14, 2025
Visa
0%
▲ 56.49%
3
Sell
Oct 14, 2025
Meta Platforms
0%
▲ 247.10%
3
Sell
Oct 14, 2025
Sana Biotechnology
0.22%
▲ 15.69%
2
Buy
Oct 14, 2025
Target
1.01%
▼ 11.48%
2
Buy
Oct 14, 2025
Capital One Financial
2.4%
▲ 3.23%
2
Buy
Oct 14, 2025
GE Vernova Inc.
20.06%
▼ 6.89%
1
Open
Oct 14, 2025
UnitedHealth
23.85%
▼ 0.93%
1
Open
Oct 14, 2025
Spotify
0%
▼ 1.75%
1
Open
Oct 14, 2025
Discover Financial Services
―
▲ 113.50%
3
Close
May 16, 2025
AST SpaceMobile
0%
▲ 237.33%
1
Open
May 03, 2025