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CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #169,683 out of 827,347 TipRanks' Investors
Success Rate
44 out of 79
profitable transactions
profitable transactions
Average Return
36.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.19%
6-Month Return▲ 42.24%
12-Month Return▲ 37.97%
YTD Return▲ 41.02%
Total Return▲ 108.39%
Best Trade
Bio
Performance
12.96%0-12.96%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 5.27%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 3.44%
Nov 2025
▲ 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%
▲ 10.96%▲ 2.38%▲ 5.27%
▼ 4.30%▼ 1.63%▼ 3.44%
Recent Activity
Target
0%
▼ 11.09%
3
Sell
Nov 03, 2025
Nvidia
1.65%
▲ 291.73%
3
Buy
Nov 02, 2025
Meta Platforms
10.93%
▲ 133.17%
4
Buy
Nov 02, 2025
Alibaba
8.78%
▲ 47.50%
2
Buy
Oct 27, 2025
Interactive Brokers
3.1%
▲ 57.93%
2
Buy
Oct 24, 2025
National Fuel Gas Company
0%
▼ 3.78%
1
Open
Oct 21, 2025
Robinhood
0%
▼ 1.12%
1
Open
Oct 21, 2025
Zeta Global Holdings Corp
0%
▲ 9.48%
1
Open
Oct 17, 2025
CrowdStrike Holdings
18.99%
▲ 107.34%
3
Buy
Oct 15, 2025
Riot Platforms
0.93%
▲ 34.82%
3
Buy
Oct 14, 2025
Iovance Biotherapeutics
0.39%
▼ 25.75%
2
Buy
Oct 14, 2025
Coinbase Global
12.51%
▲ 178.39%
2
Buy
Oct 14, 2025
Netflix
0%
▲ 244.50%
2
Sell
Oct 14, 2025
Devon Energy
0.59%
▼ 8.74%
2
Buy
Oct 14, 2025
PayPal Holdings
6.99%
▼ 6.49%
2
Buy
Oct 14, 2025
On Holding AG
0%
▲ 14.23%
3
Sell
Oct 14, 2025
Visa
0%
▲ 53.80%
3
Sell
Oct 14, 2025
Sana Biotechnology
0.14%
▼ 5.93%
2
Buy
Oct 14, 2025
Capital One Financial
2.72%
▲ 6.39%
2
Buy
Oct 14, 2025
GE Vernova Inc.
15.17%
▼ 10.71%
1
Open
Oct 14, 2025