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CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #177,691 out of 796,165 TipRanks' Investors
Success Rate
30 out of 57
profitable transactions
profitable transactions
Average Return
17.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.25%
6-Month Return▼ 8.17%
12-Month Return▲ 17.59%
YTD Return▼ 13.64%
Total Return▲ 27.65%
Best Trade
Bio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.86%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.64%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 14.35%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.69%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 14.45%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.64%
Mar 2025
▼ 8.94%
▼ 6.03%
▼ 7.53%
Apr 2025
▲ 2.92%▲ 2.10%▲ 4.86%
▲ 10.00%▼ 0.89%▲ 3.64%
▲ 25.98%▲ 5.96%▲ 14.35%
▲ 5.34%▼ 2.41%▼ 4.69%
▲ 5.99%▲ 2.69%▲ 14.45%
▼ 12.86%▼ 1.27%▼ 6.60%
▼ 1.80%▼ 5.57%▼ 12.64%
▼ 8.94%▼ 6.03%▼ 7.53%
Recent Activity
Target
0%
▼ 27.02%
1
Open
Nov 22, 2024
Palantir Technologies
0%
▲ 53.90%
1
Open
Nov 11, 2024
Howmet Aerospace
0%
▲ 8.15%
1
Open
Nov 11, 2024
Dell Technologies
0%
▼ 39.58%
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
Citigroup
―
▲ 52.33%
2
Close
Sep 20, 2024
Airbnb
―
▲ 9.04%
2
Close
Sep 20, 2024
Carrier Global
―
▲ 100.92%
2
Close
Sep 20, 2024