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CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #155,572 out of 757,311 TipRanks' Investors
Success Rate
28 out of 49
profitable transactions
profitable transactions
Average Return
21.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.20%
6-Month Return▲ 7.58%
12-Month Return▲ 28.96%
YTD Return▲ 13.71%
Total Return▲ 27.00%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 11.41%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.70%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.64%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.32%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.44%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.72%
Sep 2024
▲ 14.08%▲ 5.22%▲ 11.41%
▲ 5.05%▲ 3.27%▲ 4.70%
▼ 12.40%▼ 4.03%▼ 5.47%
▲ 11.46%▲ 5.06%▲ 7.64%
▼ 2.25%▲ 3.53%▼ 1.32%
▲ 25.76%▲ 1.21%▲ 4.81%
▼ 4.21%▲ 2.34%▼ 1.44%
▲ 2.65%▼ 0.40%▲ 1.72%
Recent Activity
Riot Platforms
0.25%
▼ 30.92%
2
Buy
Jul 13, 2024
Vodafone
0%
▲ 11.93%
1
Open
Jun 28, 2024
Keurig Dr Pepper
0%
▲ 12.28%
1
Open
Jun 28, 2024
Vodafone
0%
▲ 16.65%
1
Open
Jun 27, 2024
Plains All American
0%
▲ 22.53%
1
Open
Nov 10, 2023
Kratos Defense
0%
▲ 36.42%
1
Open
Nov 09, 2023
Transocean
0%
▼ 45.85%
1
Open
Aug 10, 2023
Maxar Technologies
―
▲ 4.62%
2
Close
May 02, 2023
Carrier Global
0%
▲ 96.58%
1
Open
Apr 26, 2023
Tilray
0.47%
▼ 30.68%
3
Buy
Apr 05, 2023
Sociedad Quimica Y Minera SA
0.23%
▼ 48.63%
2
Buy
Apr 05, 2023
Visa
63.35%
▲ 30.86%
2
Sell
Apr 05, 2023
Meta Platforms
19.56%
▲ 159.64%
2
Buy
Apr 05, 2023
On Holding AG
0.95%
▲ 66.25%
2
Sell
Mar 30, 2023
Cheniere Energy
―
▲ 1.56%
2
Close
Mar 23, 2023
Blink Charging Co
―
▼ 35.02%
2
Close
Mar 23, 2023
Diamondback
―
▼ 8.64%
2
Close
Mar 23, 2023
Porch Group
―
▼ 31.28%
2
Close
Mar 23, 2023
Discover Financial Services
0.64%
▲ 44.18%
2
Buy
Mar 23, 2023
GE Healthcare Technologies Inc
―
▲ 26.18%
2
Close
Mar 23, 2023