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Schwab - New Portfolio

Clyde Paisley

Schwab
Individual Investor
Ranked #351,439 out of 788,370 TipRanks' Investors
Success Rate
52%
38 out of 73
profitable transactions
Average Return
6.08%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.68% LI
16.87% GELYF
10.02% TPL
9.23% CRM
8.14% AVGO
34.06% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
38.56% Consumer Cyclical
31.45% Technology
13.98% Energy
8.03% Communication Services
7.98% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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LI
Li Auto
$27.46
$1.09
(4.13%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$27.96B
-21.52%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.02T
68.67%
TPL
Texas Pacific Land
$1345.56
$85.45
(5.97%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$30.93B
158.19%
ANET
Arista Networks
$98.30
$5.1
(4.93%)
premium
11 Buy
3 Hold
1 Sell
Moderate Buy
premium
$123.97B
46.30%
PH
Parker Hannifin
$666.97
$28.49
(4.1%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$85.88B
25.84%
EME
EMCOR Group
$404.35
$20.29
(4.78%)
premium
premium
$18.60B
49.91%
CRM
Salesforce
$309.80
$8.63
(2.71%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$296.48B
5.50%
GOOGL
Alphabet Class A
$179.66
$4.9
(2.65%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.20T
24.69%
UBER
Uber Technologies
$78.89
$2.37
(2.92%)
premium
33 Buy
2 Hold
0 Sell
Strong Buy
premium
$164.80B
1.10%
AMAT
Applied Materials
$171.98
$4.03
(2.29%)
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$139.72B
-13.89%
MTDR
Matador Resources
$53.11
$3.37
(5.97%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.63B
-12.49%
GELYF
Geely Automobile Holdings
$2.27
<$0.001
(0.01%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$22.64B
113.68%