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CharlesSchwab - New Portfolio

Swiss Celt

CharlesSchwab
Individual Investor
Ranked #92,300 out of 783,334 TipRanks' Investors
Success Rate
63%
36 out of 57
profitable transactions
Average Return
36.39%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
67.19% V
21.20% META
3.85% NVDA
1.52% PYPL
1.50% NFLX
4.74% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
71.13% Financial
22.70% Communication Services
4.46% Technology
1.07% Consumer Cyclical
0.41% Energy
0.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
11aieoy
11aieoy
11aieoy
premium
11aieoy
premium
11aieoy
11aieoy
11aieoy
76k1kry5rs
76k1kry5rs
76k1kry5rs
premium
76k1kry5rs
premium
76k1kry5rs
76k1kry5rs
76k1kry5rs
mtqi4daqr
mtqi4daqr
mtqi4daqr
premium
mtqi4daqr
premium
mtqi4daqr
mtqi4daqr
mtqi4daqr
gonwsff1vuc
gonwsff1vuc
gonwsff1vuc
premium
gonwsff1vuc
premium
gonwsff1vuc
gonwsff1vuc
gonwsff1vuc
nkruar9ey
nkruar9ey
nkruar9ey
premium
nkruar9ey
premium
nkruar9ey
nkruar9ey
nkruar9ey
2ca4sdh
2ca4sdh
2ca4sdh
premium
2ca4sdh
premium
2ca4sdh
2ca4sdh
2ca4sdh
vunhvmjbqk
vunhvmjbqk
vunhvmjbqk
premium
vunhvmjbqk
premium
vunhvmjbqk
vunhvmjbqk
vunhvmjbqk
q8adw0l
q8adw0l
q8adw0l
premium
q8adw0l
premium
q8adw0l
q8adw0l
q8adw0l
prthu1ndp
prthu1ndp
prthu1ndp
premium
prthu1ndp
premium
prthu1ndp
prthu1ndp
prthu1ndp
zuvpxcktsn
zuvpxcktsn
zuvpxcktsn
premium
zuvpxcktsn
premium
zuvpxcktsn
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zuvpxcktsn
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DFS
Discover Financial Services
$202.48
$1.45
(0.72%)
Pre
0.24%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$50.82B
91.89%
RIOT
Riot Platforms
$11.90
$0.68
(6.06%)
Pre
0.5%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.09B
9.17%
CRWD
CrowdStrike Holdings
$396.87
$0.2
(0.05%)
Pre
0.37%
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$97.75B
31.76%
IOVA
Iovance Biotherapeutics
$6.21
$0.14
(2.31%)
Pre
1.93%
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.89B
-19.66%
COIN
Coinbase Global
$301.30
$10.3
(3.54%)
Pre
0.19%
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$75.43B
122.44%
NFLX
Netflix
$973.24
$4.91
(0.5%)
Pre
0.23%
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$416.31B
72.53%
DVN
Devon Energy
$35.05
$0.02
(0.06%)
Pre
0.14%
premium
15 Buy
7 Hold
0 Sell
Moderate Buy
premium
$23.02B
-19.04%
NVDA
Nvidia
$124.65
$0.95
(0.77%)
Pre
0.71%
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
97.06%
PYPL
PayPal Holdings
$89.57
$0.81
(0.91%)
Pre
0.27%
premium
12 Buy
10 Hold
0 Sell
Moderate Buy
premium
$89.80B
39.38%
ONON
On Holding AG
$63.62
$0.58
(0.92%)
Pre
3.19%
premium
19 Buy
1 Hold
0 Sell
Strong Buy
premium
$20.37B
129.24%
V
Visa
$343.05
$7.17
(2.13%)
Pre
2.1%
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$672.73B
25.54%
META
Meta Platforms
$687.00
$10.51
(1.55%)
Pre
0.72%
premium
42 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.73T
73.40%
$26.93
$1.37
(5.36%)
Pre
1.37%
premium
5 Buy
11 Hold
3 Sell
Hold
premium
$10.49B
63.61%
BABA
Alibaba
$102.74
$6.02
(6.22%)
Pre
1.07%
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$215.63B
42.36%
PAA
Plains All American
$20.96
$0.32
(1.55%)
premium
7 Buy
4 Hold
1 Sell
Moderate Buy
premium
$14.75B
35.75%
IBKR
Interactive Brokers
$219.17
$7.92
(3.75%)
Pre
0.38%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$92.60B
146.95%
GOOGL
Alphabet Class A
$200.87
$5.46
(2.79%)
Pre
0.62%
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.47T
29.02%
TSLA
Tesla
$400.28
$11.18
(2.87%)
Pre
0.27%
premium
12 Buy
12 Hold
9 Sell
Hold
premium
$1.28T
107.75%
SANA
Sana Biotechnology
$3.49
$0.24
(7.38%)
Pre
3.72%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$779.21M
-42.48%
PLTR
Palantir Technologies
$81.22
$1.46
(1.83%)
Pre
0.12%
premium
2 Buy
9 Hold
6 Sell
Hold
premium
$185.02B
376.46%
HWM
Howmet Aerospace
$127.37
$1.01
(0.8%)
Pre
0.49%
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$51.75B
125.72%
DELL
Dell Technologies
$105.35
$2.25
(2.18%)
Pre
0.29%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$73.92B
21.58%
TGT
Target
$140.44
$0.35
(0.25%)
Pre
0.11%
premium
15 Buy
15 Hold
0 Sell
Moderate Buy
premium
$64.35B
-0.31%