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CharlesSchwab - New Portfolio

Swiss Celt

CharlesSchwab
Individual Investor
Ranked #84,288 out of 770,014 TipRanks' Investors
Success Rate
67%
38 out of 57
profitable transactions
Average Return
32.46%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
67.54% V
19.57% META
4.67% NVDA
1.63% PYPL
1.49% NFLX
5.10% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
71.70% Financial
21.06% Communication Services
5.29% Technology
1.08% Consumer Cyclical
0.48% Energy
0.39% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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8pz31o69m2i
8pz31o69m2i
premium
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premium
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DFS
Discover Financial Services
$182.62
$0.05
(0.03%)
After
0%
premium
3 Buy
6 Hold
0 Sell
Moderate Buy
premium
$45.86B
110.52%
RIOT
Riot Platforms
$11.17
$0.89
(7.38%)
After
0.98%
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.01B
0.33%
CRWD
CrowdStrike Holdings
$364.30
$0.62
(0.17%)
After
6.16%
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$89.15B
72.64%
IOVA
Iovance Biotherapeutics
$9.12
$0.15
(1.62%)
After
0.33%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.83B
60.10%
COIN
Coinbase Global
$293.29
$18.93
(6.06%)
After
1.13%
premium
9 Buy
7 Hold
1 Sell
Moderate Buy
premium
$78.16B
170.23%
NFLX
Netflix
$872.60
$7.01
(0.81%)
After
0.13%
premium
24 Buy
10 Hold
2 Sell
Moderate Buy
premium
$370.00B
80.50%
DVN
Devon Energy
$37.71
$0.56
(1.46%)
After
0.13%
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$25.14B
-15.61%
NVDA
Nvidia
$136.92
$0.9
(0.66%)
After
0.37%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
PYPL
PayPal Holdings
$86.94
$0.83
(0.95%)
After
0.29%
premium
13 Buy
16 Hold
0 Sell
Moderate Buy
premium
$87.99B
57.41%
ONON
On Holding AG
$57.98
$0.49
(0.84%)
After
1.02%
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$18.72B
105.30%
V
Visa
$311.82
$1.37
(0.44%)
After
0.31%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$613.77B
23.16%
META
Meta Platforms
$573.54
$8.43
(1.49%)
After
0.07%
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.43T
67.08%
$20.43
$0
(0%)
After
6.27%
premium
3 Buy
12 Hold
3 Sell
Hold
premium
$7.95B
23.15%
BABA
Alibaba
$85.18
$0.4
(0.47%)
After
0.14%
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$201.31B
9.03%
PAA
Plains All American
$17.67
$0.1
(0.57%)
After
0.23%
premium
3 Buy
3 Hold
2 Sell
Hold
premium
$12.36B
15.00%
IBKR
Interactive Brokers
$192.95
$1.97
(1.03%)
After
0.34%
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$80.69B
133.47%
GOOGL
Alphabet Class A
$169.12
$1.47
(0.88%)
After
0.05%
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
22.65%
TSLA
Tesla
$338.23
$0.36
(0.11%)
After
0.31%
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.09T
43.80%
SANA
Sana Biotechnology
$2.45
$0.03
(1.21%)
After
0.82%
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$553.71M
-43.38%
PLTR
Palantir Technologies
$65.76
$1.11
(1.72%)
After
0.24%
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$147.27B
236.72%
HWM
Howmet Aerospace
$117.18
$1.34
(1.16%)
After
0.15%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$47.06B
121.62%
DELL
Dell Technologies
$141.74
$2.42
(1.68%)
After
11%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$105.02B
93.74%
TGT
Target
$126.55
$3.98
(3.05%)
After
0.16%
premium
13 Buy
15 Hold
0 Sell
Moderate Buy
premium
$60.13B
-0.71%