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CharlesSchwab - New Portfolio
Swiss Celt
CharlesSchwabIndividual Investor
Ranked #127,602 out of 743,899 TipRanks' Investors
Success Rate
28 out of 48
profitable transactions
profitable transactions
Average Return
23.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.25%
6-Month Return▲ 11.19%
12-Month Return▲ 17.33%
YTD Return▲ 8.40%
Total Return▲ 21.07%
Best Trade
Bio
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 11.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.60%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.41%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.70%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.64%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.32%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.17%
Jul 2024
▲ 5.14%▲ 4.57%▲ 11.84%
▼ 1.87%▲ 1.59%▼ 7.60%
▲ 14.08%▲ 5.22%▲ 11.41%
▲ 5.05%▲ 3.27%▲ 4.70%
▼ 12.40%▼ 4.03%▼ 5.47%
▲ 11.46%▲ 5.06%▲ 7.64%
▼ 2.25%▲ 3.53%▼ 1.32%
▲ 0.26%▲ 0.21%▲ 0.17%
Recent Activity
Vodafone
0%
▼ 1.15%
1
Open
Jun 28, 2024
Keurig Dr Pepper
0%
▼ 1.86%
1
Open
Jun 28, 2024
Vodafone
0%
▲ 0.34%
1
Open
Jun 27, 2024
Plains All American
0%
▲ 26.30%
1
Open
Nov 10, 2023
Kratos Defense
0%
▲ 18.47%
1
Open
Nov 09, 2023
Transocean
0%
▼ 38.74%
1
Open
Aug 10, 2023
Maxar Technologies
―
▲ 4.62%
2
Close
May 02, 2023
Carrier Global
0%
▲ 57.96%
1
Open
Apr 26, 2023
Tilray
0.47%
▼ 36.46%
3
Buy
Apr 05, 2023
Sociedad Quimica Y Minera SA
0.27%
▼ 44.65%
2
Buy
Apr 05, 2023
Visa
62.65%
▲ 21.67%
2
Sell
Apr 05, 2023
Meta Platforms
18.7%
▲ 145.67%
2
Buy
Apr 05, 2023
On Holding AG
0.73%
▲ 21.48%
2
Sell
Mar 30, 2023
Cheniere Energy
―
▲ 1.56%
2
Close
Mar 23, 2023
Blink Charging Co
―
▼ 35.02%
2
Close
Mar 23, 2023
Diamondback
―
▼ 8.64%
2
Close
Mar 23, 2023
Porch Group
―
▼ 31.28%
2
Close
Mar 23, 2023
Discover Financial Services
0.61%
▲ 40.71%
2
Buy
Mar 23, 2023
GE Healthcare Technologies Inc
―
▲ 26.18%
2
Close
Mar 23, 2023
Pacer US Cash Cows 100 ETF
―
▼ 6.32%
2
Close
Mar 23, 2023