CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #188,361 out of 858,889 TipRanks' Investors
Success Rate
46 out of 82
profitable transactions
profitable transactions
Average Return
31.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.87%
6-Month Return▼ 0.42%
12-Month Return▲ 57.71%
YTD Return▲ 0.96%
Total Return▲ 107.85%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 8.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.27%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.72%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.19%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.50%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.08%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.35%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.38%
Apr 2026
▲ 12.88%▲ 3.56%▲ 8.48%
▲ 10.96%▲ 2.38%▲ 5.27%
▼ 3.68%▲ 0.19%▼ 3.72%
▼ 0.10%▲ 0.08%▼ 1.19%
▲ 4.06%▲ 1.47%▲ 3.50%
▼ 1.12%▼ 0.86%▼ 0.08%
▲ 0.60%▼ 4.94%▼ 7.35%
▲ 4.89%▲ 4.48%▲ 5.38%
Recent Activity
Gilead Sciences
0%
▲ 10.69%
1
Open
Nov 25, 2025
Riot Platforms
2.21%
▲ 24.39%
4
Buy
Nov 11, 2025
Meta Platforms
20.68%
▲ 102.62%
5
Buy
Nov 11, 2025
Target
0%
▲ 21.50%
3
Sell
Nov 03, 2025
Nvidia
1.55%
▲ 292.77%
3
Buy
Nov 02, 2025
Alibaba
6.27%
▲ 12.91%
2
Buy
Oct 27, 2025
Interactive Brokers
2.92%
▲ 59.80%
2
Buy
Oct 24, 2025
National Fuel Gas Company
0%
▲ 15.33%
1
Open
Oct 21, 2025
Robinhood
0%
▼ 47.52%
1
Open
Oct 21, 2025
Zeta Global Holdings Corp
0%
▼ 18.01%
1
Open
Oct 17, 2025
CrowdStrike Holdings
12.45%
▲ 45.58%
3
Buy
Oct 15, 2025
Iovance Biotherapeutics
0.58%
▲ 19.44%
2
Buy
Oct 14, 2025
Coinbase Global
6.34%
▲ 51.16%
2
Buy
Oct 14, 2025
Netflix
0%
▲ 221.53%
2
Sell
Oct 14, 2025
Devon Energy
0.78%
▲ 30.94%
2
Buy
Oct 14, 2025
PayPal Holdings
4.46%
▼ 35.77%
2
Buy
Oct 14, 2025
On Holding AG
0%
▲ 9.50%
3
Sell
Oct 14, 2025
Visa
0%
▲ 39.88%
3
Sell
Oct 14, 2025
Sana Biotechnology
0.1%
▼ 28.93%
2
Buy
Oct 14, 2025
Capital One Financial
2.25%
▼ 5.73%
2
Buy
Oct 14, 2025