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CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #109,473 out of 775,923 TipRanks' Investors
Success Rate
35 out of 57
profitable transactions
profitable transactions
Average Return
31.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.46%
6-Month Return▲ 26.59%
12-Month Return▲ 37.28%
YTD Return▲ 36.78%
Total Return▲ 52.76%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.64%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.32%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.86%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.64%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 14.35%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.50%
Dec 2024
▲ 11.46%▲ 5.06%▲ 7.64%
▼ 2.25%▲ 3.53%▼ 1.32%
▲ 25.71%▲ 1.21%▲ 4.81%
▼ 4.22%▲ 2.34%▼ 1.47%
▲ 7.82%▲ 2.10%▲ 4.86%
▲ 5.38%▼ 0.89%▲ 3.64%
▲ 43.22%▲ 5.96%▲ 14.35%
▲ 3.34%▼ 1.56%▼ 1.50%
Recent Activity
Target
0%
▲ 5.18%
1
Open
Nov 22, 2024
Palantir Technologies
0%
▲ 33.72%
1
Open
Nov 11, 2024
Howmet Aerospace
0%
▼ 3.36%
1
Open
Nov 11, 2024
Dell Technologies
0%
▼ 16.42%
1
Open
Nov 11, 2024
Tilray
―
▼ 33.76%
4
Close
Sep 20, 2024
Sociedad Quimica Y Minera SA
―
▼ 49.64%
3
Close
Sep 20, 2024
Warner Bros
―
▼ 43.29%
2
Close
Sep 20, 2024
Alphabet Class C
―
▲ 55.32%
2
Close
Sep 20, 2024
Charles Schwab
―
▲ 26.76%
2
Close
Sep 20, 2024
Vir Biotechnology
―
▼ 65.14%
2
Close
Sep 20, 2024
C3ai
―
▼ 6.59%
2
Close
Sep 20, 2024
Under Armour
―
▼ 10.63%
2
Close
Sep 20, 2024
Pfizer
―
▼ 20.75%
2
Close
Sep 20, 2024
Nio
―
▼ 43.04%
2
Close
Sep 20, 2024
HP
―
▲ 32.03%
2
Close
Sep 20, 2024
GameStop
―
▼ 3.23%
2
Close
Sep 20, 2024
Dropbox
―
▲ 17.01%
2
Close
Sep 20, 2024
Citigroup
―
▲ 52.33%
2
Close
Sep 20, 2024
Airbnb
―
▲ 9.04%
2
Close
Sep 20, 2024
Carrier Global
―
▲ 100.92%
2
Close
Sep 20, 2024