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CharlesSchwab
- New Portfolio
Performance
Portfolio Details
Swiss Celt
CharlesSchwab
Individual Investor
Ranked #169,674 out of 827,325 TipRanks' Investors
Success Rate
56%
44 out of 79
profitable transactions
Average Return
36.46%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
18.99%
CRWD
17.11%
UNH
15.17%
GEV
12.51%
COIN
10.93%
META
25.29%
Others
By Assets
100.00%
Stocks
0.00%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
0.00%
Options
0.00%
Other
By Sector
26.24%
Financial
20.64%
Technology
17.64%
Healthcare
15.17%
Industrials
10.93%
Communication Services
8.78%
Consumer Cyclical
0.59%
Other
Portfolio Holdings
Select Columns
30
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
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RIOT
$17.01
-1.9%
16
Buy
0
Hold
0
Sell
Strong Buy
premium
premium
▼ 26.84%
5
5
CRWD
$539.81
+1.37%
27
Buy
11
Hold
1
Sell
Moderate Buy
premium
premium
▲ 19.96%
5
5
IOVA
$2.30
-0.43%
2
Buy
1
Hold
0
Sell
Moderate Buy
premium
premium
▼ 34.71%
5
5
COIN
$309.14
+4.72%
14
Buy
6
Hold
1
Sell
Moderate Buy
premium
premium
▼ 3.39%
5
5
NFLX
$1103.66
+0.61%
26
Buy
7
Hold
1
Sell
Moderate Buy
premium
premium
▲ 275.52%
5
5
DVN
$33.70
+3.92%
13
Buy
5
Hold
0
Sell
Moderate Buy
premium
premium
▼ 6.39%
5
5
NVDA
$188.15
+0.04%
37
Buy
1
Hold
1
Sell
Strong Buy
premium
premium
▲ 7.93%
5
5
PYPL
$66.22
-0.06%
11
Buy
15
Hold
3
Sell
Moderate Buy
premium
premium
▼ 29.29%
5
5
ONON
$35.00
-1.44%
18
Buy
1
Hold
1
Sell
Strong Buy
premium
premium
▲ 27.92%
5
5
V
$336.02
-0.28%
21
Buy
5
Hold
0
Sell
Strong Buy
premium
premium
▲ 52.71%
5
5
META
$621.71
+0.45%
34
Buy
6
Hold
1
Sell
Strong Buy
premium
premium
▼ 7.89%
5
5
VFC
$14.64
+2.66%
4
Buy
13
Hold
2
Sell
Hold
premium
premium
▼ 29.07%
5
5
BABA
$166.34
-0.76%
19
Buy
2
Hold
0
Sell
Strong Buy
premium
premium
▼ 7.48%
5
5
PAA
$16.63
+1.28%
4
Buy
6
Hold
1
Sell
Moderate Buy
premium
premium
▲ 9.84%
5
5
IBKR
$70.54
+0.97%
7
Buy
1
Hold
0
Sell
Strong Buy
premium
premium
▲ 5.28%
5
5
GOOGL
$278.83
-2.08%
30
Buy
7
Hold
0
Sell
Strong Buy
premium
premium
▲ 71.97%
5
5
TSLA
$429.52
-3.68%
14
Buy
10
Hold
10
Sell
Hold
premium
premium
▲ 76.09%
5
5
SANA
$4.09
+0.99%
5
Buy
0
Hold
0
Sell
Strong Buy
premium
premium
▼ 5.87%
3
3
PLTR
$177.93
+1.65%
3
Buy
11
Hold
2
Sell
Hold
premium
premium
▲ 204.73%
5
5
HWM
$206.66
+0.52%
8
Buy
1
Hold
0
Sell
Strong Buy
premium
premium
▲ 81.84%
5
5
DELL
$146.70
-1.66%
13
Buy
5
Hold
0
Sell
Moderate Buy
premium
premium
▲ 9.29%
5
5
TGT
$91.24
+2.34%
7
Buy
13
Hold
5
Sell
Hold
premium
premium
▼ 24.96%
5
5
ASTS
$69.19
+5.99%
2
Buy
3
Hold
2
Sell
Hold
premium
premium
▲ 200.56%
5
5
COF
$217.82
+0.43%
14
Buy
4
Hold
0
Sell
Strong Buy
premium
premium
▲ 5.94%
5
5
GEV
$575.13
+4.54%
12
Buy
6
Hold
1
Sell
Moderate Buy
premium
premium
▼ 7.68%
5
5
UNH
$324.21
+0.82%
17
Buy
3
Hold
2
Sell
Moderate Buy
premium
premium
▼ 12.42%
5
5
SPOT
$616.91
-0.21%
21
Buy
6
Hold
0
Sell
Strong Buy
premium
premium
▼ 10.86%
5
5
ZETA
$19.51
-0.36%
10
Buy
3
Hold
0
Sell
Strong Buy
premium
premium
▲ 7.02%
5
5
NFG
$79.35
+1.74%
1
Buy
3
Hold
0
Sell
Hold
premium
premium
▼ 8.23%
5
5
HOOD
$130.36
+2.58%
13
Buy
5
Hold
1
Sell
Moderate Buy
premium
premium
▼ 4.01%
5
5
30
Results | Showing
1
out of
1
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