Education
About Us
Working with TipRanks
Follow Us
CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #188,962 out of 833,691 TipRanks' Investors
Success Rate
45 out of 82
profitable transactions
profitable transactions
Average Return
34.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.34%
6-Month Return▲ 22.20%
12-Month Return▲ 37.27%
YTD Return▲ 43.20%
Total Return▲ 111.45%
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
▼ 3.57%
▲ 0.19%
▼ 3.74%
Nov 2025
▲ 1.45%
▲ 0.97%
▲ 1.51%
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%
▼ 3.57%▲ 0.19%▼ 3.74%
▲ 1.45%▲ 0.97%▲ 1.51%
Recent Activity
Gilead Sciences
0%
▼ 0.87%
1
Open
Nov 25, 2025
Riot Platforms
1.77%
▲ 2.43%
4
Buy
Nov 11, 2025
Meta Platforms
21.31%
▲ 113.72%
5
Buy
Nov 11, 2025
Target
0%
▼ 6.95%
3
Sell
Nov 03, 2025
Nvidia
1.52%
▲ 293.95%
3
Buy
Nov 02, 2025
Alibaba
7.27%
▲ 34.10%
2
Buy
Oct 27, 2025
Interactive Brokers
2.64%
▲ 47.86%
2
Buy
Oct 24, 2025
National Fuel Gas Company
0%
▼ 0.16%
1
Open
Oct 21, 2025
Robinhood
0%
▼ 8.80%
1
Open
Oct 21, 2025
Zeta Global Holdings Corp
0%
▲ 2.97%
1
Open
Oct 17, 2025
CrowdStrike Holdings
15.35%
▲ 83.92%
3
Buy
Oct 15, 2025
Iovance Biotherapeutics
0.43%
▼ 8.97%
2
Buy
Oct 14, 2025
Coinbase Global
8.93%
▲ 118.20%
2
Buy
Oct 14, 2025
Netflix
0%
▲ 191.85%
2
Sell
Oct 14, 2025
Devon Energy
0.58%
▼ 0.95%
2
Buy
Oct 14, 2025
PayPal Holdings
5.71%
▼ 15.91%
2
Buy
Oct 14, 2025
On Holding AG
0%
▲ 56.30%
3
Sell
Oct 14, 2025
Visa
0%
▲ 62.07%
3
Sell
Oct 14, 2025
Sana Biotechnology
0.15%
▲ 4.19%
2
Buy
Oct 14, 2025
Capital One Financial
2.82%
▲ 20.94%
2
Buy
Oct 14, 2025