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CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #192,681 out of 849,653 TipRanks' Investors
Success Rate
45 out of 82
profitable transactions
profitable transactions
Average Return
36.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.71%
6-Month Return▲ 13.22%
12-Month Return▲ 31.73%
YTD Return▲ 5.67%
Total Return▲ 117.47%
Best Trade
Bio
Performance
12.96%0-12.96%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 3.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.21%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 5.67%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▼ 3.74%
▼ 0.10%▲ 0.08%▼ 1.21%
▲ 3.05%▲ 1.43%▲ 5.67%
Recent Activity
Gilead Sciences
0%
▼ 1.09%
1
Open
Nov 25, 2025
Riot Platforms
2.5%
▲ 44.17%
4
Buy
Nov 11, 2025
Meta Platforms
19.92%
▲ 99.36%
5
Buy
Nov 11, 2025
Target
0%
▲ 9.81%
3
Sell
Nov 03, 2025
Nvidia
1.5%
▲ 287.75%
3
Buy
Nov 02, 2025
Alibaba
7.97%
▲ 46.66%
2
Buy
Oct 27, 2025
Interactive Brokers
2.95%
▲ 64.45%
2
Buy
Oct 24, 2025
National Fuel Gas Company
0%
▼ 1.53%
1
Open
Oct 21, 2025
Robinhood
0%
▼ 17.52%
1
Open
Oct 21, 2025
Zeta Global Holdings Corp
0%
▲ 13.69%
1
Open
Oct 17, 2025
CrowdStrike Holdings
14.58%
▲ 74.33%
3
Buy
Oct 15, 2025
Iovance Biotherapeutics
0.36%
▼ 23.82%
2
Buy
Oct 14, 2025
Coinbase Global
8.91%
▲ 117.17%
2
Buy
Oct 14, 2025
Netflix
0%
▲ 174.68%
2
Sell
Oct 14, 2025
Devon Energy
0.58%
▼ 1.33%
2
Buy
Oct 14, 2025
PayPal Holdings
5.48%
▼ 19.48%
2
Buy
Oct 14, 2025
On Holding AG
0%
▲ 47.03%
3
Sell
Oct 14, 2025
Visa
0%
▲ 50.57%
3
Sell
Oct 14, 2025
Sana Biotechnology
0.15%
▲ 5.34%
2
Buy
Oct 14, 2025
Capital One Financial
2.73%
▲ 16.81%
2
Buy
Oct 14, 2025