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CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #157,655 out of 831,094 TipRanks' Investors
Success Rate
48 out of 82
profitable transactions
profitable transactions
Average Return
33.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.60%
6-Month Return▲ 30.08%
12-Month Return▲ 34.36%
YTD Return▲ 41.50%
Total Return▲ 108.95%
Best Trade
Bio
Performance
12.96%0-12.96%
▲ 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
▼ 3.44%
▲ 0.19%
▼ 3.82%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.39%
Dec 2025
▲ 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%
▼ 3.44%▲ 0.19%▼ 3.82%
▲ 0.26%▲ 0.07%▲ 0.39%
Recent Activity
Gilead Sciences
0%
▼ 1.67%
1
Open
Nov 25, 2025
Riot Platforms
2%
▲ 17.19%
4
Buy
Nov 11, 2025
Meta Platforms
20.19%
▲ 105.41%
5
Buy
Nov 11, 2025
Target
0%
▼ 10.28%
3
Sell
Nov 03, 2025
Nvidia
1.42%
▲ 273.91%
3
Buy
Nov 02, 2025
Alibaba
7.48%
▲ 40.17%
2
Buy
Oct 27, 2025
Interactive Brokers
2.56%
▲ 45.62%
2
Buy
Oct 24, 2025
National Fuel Gas Company
0%
▲ 0.11%
1
Open
Oct 21, 2025
Robinhood
0%
▲ 1.37%
1
Open
Oct 21, 2025
Zeta Global Holdings Corp
0%
▲ 3.25%
1
Open
Oct 17, 2025
CrowdStrike Holdings
16.55%
▲ 101.33%
3
Buy
Oct 15, 2025
Iovance Biotherapeutics
0.33%
▼ 28.66%
2
Buy
Oct 14, 2025
Coinbase Global
10.05%
▲ 149.38%
2
Buy
Oct 14, 2025
Netflix
0%
▲ 224.50%
2
Sell
Oct 14, 2025
Devon Energy
0.59%
▲ 2.07%
2
Buy
Oct 14, 2025
PayPal Holdings
5.8%
▼ 13.32%
2
Buy
Oct 14, 2025
On Holding AG
0%
▲ 53.62%
3
Sell
Oct 14, 2025
Visa
0%
▲ 51.17%
3
Sell
Oct 14, 2025
Sana Biotechnology
0.14%
▲ 2.81%
2
Buy
Oct 14, 2025
Capital One Financial
2.55%
▲ 11.00%
2
Buy
Oct 14, 2025