CharlesSchwab - New Portfolio

Swiss Celt

CharlesSchwab
Individual Investor
Ranked #155,572 out of 757,311 TipRanks' Investors
Success Rate
57%
28 out of 49
profitable transactions
Average Return
21.75%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
63.35% V
19.56% META
4.12% NVDA
2.86% GOOG
2.27% SCHW
7.84% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
68.80% Financial
23.96% Communication Services
4.61% Technology
0.95% Consumer Cyclical
0.92% Healthcare
0.77% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ut0g3a3pv0p
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9u0duruvi69
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premium
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premium
m5rwjdmzh2
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premium
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premium
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TLRY
Tilray
$1.78
$0.02
(1.11%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$1.58B
-26.83%
DFS
Discover Financial Services
$143.92
$7.81
(5.74%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$34.17B
53.26%
SQM
Sociedad Quimica Y Minera SA
$38.21
$0.58
(1.54%)
premium
5 Buy
2 Hold
1 Sell
Moderate Buy
premium
$10.67B
-37.25%
RIOT
Riot Platforms
$7.22
$0.05
(0.7%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.18B
-31.32%
CRWD
CrowdStrike Holdings
$277.38
$10.26
(3.84%)
premium
35 Buy
5 Hold
1 Sell
Strong Buy
premium
$65.48B
61.40%
IOVA
Iovance Biotherapeutics
$10.35
$0.18
(1.77%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.09B
87.29%
COIN
Coinbase Global
$168.24
$5.6
(3.44%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$40.41B
108.17%
WBD
Warner Bros
$8.40
$0.02
(0.24%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$20.65B
-27.66%
NFLX
Netflix
$704.32
$13.85
(2.01%)
premium
25 Buy
12 Hold
1 Sell
Moderate Buy
premium
$296.33B
74.27%
DVN
Devon Energy
$40.97
$0.6
(1.49%)
premium
11 Buy
8 Hold
0 Sell
Moderate Buy
premium
$25.28B
-17.59%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.78T
160.50%
PYPL
PayPal Holdings
$77.57
$4.45
(6.09%)
premium
18 Buy
15 Hold
0 Sell
Moderate Buy
premium
$74.75B
17.57%
GOOG
Alphabet Class C
$163.24
$2.43
(1.51%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
15.83%
SCHW
Charles Schwab
$64.76
$1.2
(1.89%)
premium
8 Buy
7 Hold
1 Sell
Moderate Buy
premium
$116.27B
10.10%
ONON
On Holding AG
$49.73
$1.21
(2.38%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$16.31B
70.60%
V
Visa
$285.24
$3.24
(1.12%)
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$570.01B
18.44%
META
Meta Platforms
$559.10
$21.15
(3.93%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.36T
76.34%
VIR
Vir Biotechnology
$7.94
$0.14
(1.79%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.07B
-20.81%
$18.65
$0.46
(2.41%)
premium
3 Buy
12 Hold
2 Sell
Hold
premium
$7.44B
7.48%
AI
C3ai
$23.72
$0.45
(1.93%)
premium
4 Buy
6 Hold
3 Sell
Hold
premium
$2.96B
-14.67%
UAA
Under Armour
$7.93
$0.24
(3.12%)
premium
5 Buy
9 Hold
3 Sell
Hold
premium
$3.24B
7.70%
PFE
Pfizer
$29.66
$0.09
(0.3%)
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$168.58B
-12.47%
NIO
Nio
$5.40
$0.38
(7.57%)
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$11.30B
-41.29%
$34.82
$0.29
(0.84%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$33.28B
25.24%
GME
GameStop
$19.51
$0.14
(0.71%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$8.38B
12.16%
DBX
Dropbox
$24.47
$0.02
(0.08%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$7.97B
-7.62%
C
Citigroup
$63.02
$3.12
(5.21%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$114.28B
40.35%
BABA
Alibaba
$88.49
$4.07
(4.82%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$203.83B
-3.09%
ABNB
Airbnb
$128.75
$6.33
(5.17%)
premium
8 Buy
22 Hold
6 Sell
Hold
premium
$78.68B
-13.70%
CARR
Carrier Global
$80.57
$2.38
(3.04%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$70.59B
45.20%
RIG
Transocean
$4.54
$0.03
(0.66%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$4.00B
-43.37%
KTOS
Kratos Defense
$22.80
$0.61
(2.61%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.53B
60.01%
PAA
Plains All American
$17.87
$0.18
(1.02%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$12.40B
14.57%
VOD
Vodafone
$10.06
$0.17
(1.66%)
premium
premium
$26.91B
1.99%
GB:VOD
Vodafone
76.04p
1.96p
(2.51%)
premium
2 Buy
6 Hold
1 Sell
Hold
premium
£20.43B
-2.48%
KDP
Keurig Dr Pepper
$37.50
$0
(0%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$50.85B
12.24%