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CharlesSchwab - New Portfolio

Swiss Celt

CharlesSchwab
Individual Investor
Ranked #113,240 out of 747,696 TipRanks' Investors
Success Rate
61%
30 out of 49
profitable transactions
Average Return
25.62%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
62.81% V
18.28% META
4.61% NVDA
3.43% GOOG
2.44% SCHW
8.43% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
68.97% Financial
23.25% Communication Services
5.11% Technology
0.94% Healthcare
0.83% Consumer Cyclical
0.90% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
zdtjhd
premium
zdtjhd
zdtjhd
zdtjhd
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9v653vzuq
9v653vzuq
premium
9v653vzuq
premium
9v653vzuq
9v653vzuq
9v653vzuq
jj7ywrna068
jj7ywrna068
jj7ywrna068
premium
jj7ywrna068
premium
jj7ywrna068
jj7ywrna068
jj7ywrna068
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i3v31de509
i3v31de509
premium
i3v31de509
premium
i3v31de509
i3v31de509
i3v31de509
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q4yqpwu5kqj
q4yqpwu5kqj
premium
q4yqpwu5kqj
premium
q4yqpwu5kqj
q4yqpwu5kqj
q4yqpwu5kqj
7c9i1o8
7c9i1o8
7c9i1o8
premium
7c9i1o8
premium
7c9i1o8
7c9i1o8
7c9i1o8
lb9porqcznk
lb9porqcznk
lb9porqcznk
premium
lb9porqcznk
premium
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lb9porqcznk
lb9porqcznk
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044b40xwactf
044b40xwactf
premium
044b40xwactf
premium
044b40xwactf
044b40xwactf
044b40xwactf
bgzwufrt1i
bgzwufrt1i
bgzwufrt1i
premium
bgzwufrt1i
premium
bgzwufrt1i
bgzwufrt1i
bgzwufrt1i
bn65nyk
bn65nyk
bn65nyk
premium
bn65nyk
premium
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TLRY
Tilray
$1.95
$0.025
(1.3%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.59B
13.61%
DFS
Discover Financial Services
$140.30
$0.477
(0.34%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$35.04B
32.01%
SQM
Sociedad Quimica Y Minera SA
$38.90
$0.83
(2.09%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$11.17B
-44.10%
RIOT
Riot Platforms
$11.91
$0.33
(2.7%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.53B
-29.78%
CRWD
CrowdStrike Holdings
$274.27
$10.36
(3.93%)
premium
29 Buy
6 Hold
1 Sell
Strong Buy
premium
$64.23B
103.66%
IOVA
Iovance Biotherapeutics
$8.60
$0.265
(3.18%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.33B
13.03%
COIN
Coinbase Global
$266.65
$1.5
(0.57%)
premium
7 Buy
9 Hold
2 Sell
Moderate Buy
premium
$65.11B
160.79%
WBD
Warner Bros
$8.63
$0.08
(0.94%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$20.95B
-31.25%
NFLX
Netflix
$645.62
$1.88
(0.29%)
premium
23 Buy
12 Hold
1 Sell
Moderate Buy
premium
$277.88B
47.85%
DVN
Devon Energy
$45.95
$0.85
(1.82%)
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$29.37B
-7.85%
NVDA
Nvidia
$123.48
$0.06
(0.05%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.04T
164.42%
PYPL
PayPal Holdings
$60.60
$0.17
(0.28%)
premium
14 Buy
17 Hold
0 Sell
Moderate Buy
premium
$63.57B
-19.49%
GOOG
Alphabet Class C
$184.45
$1.1
(0.6%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.25T
50.61%
SCHW
Charles Schwab
$66.13
$1.38
(2.13%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$118.37B
-1.18%
ONON
On Holding AG
$40.65
$0.07
(0.17%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$12.96B
14.41%
V
Visa
$264.99
$2.72
(1.02%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$535.69B
12.06%
META
Meta Platforms
$492.50
$5.1
(1.05%)
premium
39 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.24T
67.48%
VIR
Vir Biotechnology
$10.19
$0.04
(0.39%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.38B
-28.51%
$16.25
$0.03
(0.18%)
premium
2 Buy
12 Hold
2 Sell
Hold
premium
$6.33B
-13.82%
AI
C3ai
$28.60
$0.55
(1.96%)
premium
4 Buy
5 Hold
2 Sell
Hold
premium
$3.50B
-26.51%
UAA
Under Armour
$6.66
$0.035
(0.52%)
premium
4 Buy
12 Hold
4 Sell
Hold
premium
$2.89B
-17.41%
PFE
Pfizer
$29.46
$0.14
(0.47%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$167.73B
-15.63%
NIO
Nio
$4.51
$0.175
(3.73%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$9.36B
-60.02%
$37.91
$0.11
(0.29%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$37.20B
21.35%
GME
GameStop
$25.43
$0.21
(0.83%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$10.75B
9.46%
DBX
Dropbox
$23.63
$0.455
(1.96%)
premium
1 Buy
4 Hold
2 Sell
Hold
premium
$7.65B
-13.73%
C
Citigroup
$64.61
$0.105
(0.16%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$123.03B
41.23%
BABA
Alibaba
$76.03
$0.61
(0.8%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$164.18B
-17.68%
ABNB
Airbnb
$149.50
$0.68
(0.45%)
premium
9 Buy
21 Hold
5 Sell
Hold
premium
$96.72B
0.25%
CARR
Carrier Global
$68.89
$0.89
(1.31%)
premium
7 Buy
3 Hold
1 Sell
Moderate Buy
premium
$61.27B
24.75%
RIG
Transocean
$5.38
$0.025
(0.46%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$4.43B
-37.21%
KTOS
Kratos Defense
$22.31
$0.91
(4.25%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.21B
46.88%
PAA
Plains All American
$18.87
$0.16
(0.84%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$13.34B
36.32%
VOD
Vodafone
$9.07
<$0.001
(<0.01%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$24.21B
1.80%
GB:VOD
Vodafone
70.56p
0.23p
(0.33%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
£18.72B
2.25%
KDP
Keurig Dr Pepper
$32.77
$0.055
(0.17%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$44.50B
4.22%