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Schwab holdings - New Portfolio

Richard Forsyth

Schwab holdings
Individual Investor
Ranked #97,806 out of 746,321 TipRanks' Investors
Success Rate
62%
121 out of 196
profitable transactions
Average Return
15.49%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.87% GSAT
7.90% FLIN
5.97% BAC
5.48% PLTR
4.83% AMZN
62.95% Others
By Assets
92.10% Stocks
7.90% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
21.88% Technology
20.41% Communication Services
13.93% Basic Materials
11.33% General
10.71% Industrials
21.74% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BA
Boeing
$186.05
$6.94
(3.87%)
After
0.06%
premium
16 Buy
5 Hold
2 Sell
Moderate Buy
premium
$110.24B
-13.95%
AEM
Agnico Eagle
$76.49
$1.74
(2.33%)
After
0%
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$37.23B
46.34%
AMD
Advanced Micro Devices
$177.55
$2.28
(1.27%)
After
0.05%
premium
29 Buy
7 Hold
0 Sell
Strong Buy
premium
$290.66B
53.49%
CVX
Chevron
$157.77
$0.27
(0.17%)
After
0.23%
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$291.26B
7.30%
GE
GE Aerospace
$162.85
$3.29
(2.06%)
After
0%
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$174.66B
80.89%
GOOG
Alphabet Class C
$185.50
$2.69
(1.43%)
After
<0.01%
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.31T
49.52%
GOLD
Barrick Gold
$19.25
$0.89
(4.85%)
After
0.1%
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$32.25B
9.33%
HL
Hecla Mining Company
$6.30
$0.28
(4.65%)
After
0.16%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.77B
2.21%
MSFT
Microsoft
$449.52
$4.44
(0.98%)
After
<0.01%
premium
33 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.37T
32.33%
NEM
Newmont Mining
$48.32
$0.97
(2.05%)
After
0.23%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.60B
9.81%
LRCX
Lam Research
$1075.99
$6.88
(0.64%)
After
0.14%
premium
15 Buy
8 Hold
0 Sell
Moderate Buy
premium
$139.78B
63.56%
BAC
Bank of America
$44.13
$2.24
(5.35%)
After
0.09%
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$327.60B
46.73%
OXY
Occidental Petroleum
$62.12
$0.12
(0.19%)
After
0.03%
premium
3 Buy
11 Hold
0 Sell
Hold
premium
$54.97B
5.96%
GSAT
Globalstar
$1.30
$0.03
(2.26%)
After
0%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$2.53B
25.47%
CHK
Chesapeake Energy
$82.83
$0.94
(1.12%)
After
0.76%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$10.98B
6.28%
NUE
Nucor
$166.14
$1.27
(0.77%)
After
1.89%
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$39.53B
-0.28%
FCX
Freeport-McMoRan
$50.07
$0.35
(0.69%)
After
0.08%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$72.43B
26.33%
GSK
GlaxoSmithKline
$38.90
$0.23
(0.59%)
After
0%
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$79.21B
16.34%
META
Meta Platforms
$489.79
$6.37
(1.28%)
After
0.09%
premium
37 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.26T
60.06%
FLIN
FLIN
< ETF >
Franklin FTSE India ETF
$41.05
$0.18
(0.44%)
premium
premium
$1.54B
29.62%
NOW
ServiceNow
$760.79
$7.06
(0.92%)
After
0.29%
premium
29 Buy
1 Hold
1 Sell
Strong Buy
premium
$157.41B
29.62%
AMZN
Amazon
$193.02
$0.3
(0.16%)
After
0.02%
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.01T
45.62%
PLTR
Palantir Technologies
$28.67
$0
(0%)
After
0.1%
premium
3 Buy
5 Hold
5 Sell
Hold
premium
$63.85B
64.77%
BLDR
Builders Firstsource
$165.44
$12.27
(8.01%)
After
0.27%
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$18.70B
7.14%
GEV
GE Vernova Inc.
$182.74
$5.3
(2.99%)
After
0.15%
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$48.63B
35.19%
HBM
Hudbay Minerals
$8.99
$0.17
(1.86%)
After
0%
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.61B
77.18%
SPOT
Spotify Technology SA
$298.41
$3.74
(1.24%)
After
0.15%
premium
21 Buy
7 Hold
1 Sell
Moderate Buy
premium
$59.00B
68.64%
SHOP
Shopify
$69.82
$5.61
(8.74%)
After
0.07%
premium
18 Buy
14 Hold
0 Sell
Moderate Buy
premium
$82.73B
-5.52%
ANET
Arista Networks
$358.23
$2.19
(0.61%)
After
0.06%
premium
12 Buy
3 Hold
1 Sell
Moderate Buy
premium
$112.94B
111.49%
RDDT
Reddit Inc Class A
$70.44
$2.54
(3.48%)
After
0.62%
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$11.93B
44.69%
HOOD
Robinhood Markets
$24.63
$0.69
(2.88%)
After
0.32%
premium
6 Buy
6 Hold
3 Sell
Hold
premium
$21.04B
91.67%
CRWD
CrowdStrike Holdings
$369.05
$8.32
(2.2%)
After
0.05%
premium
30 Buy
1 Hold
0 Sell
Strong Buy
premium
$91.84B
147.08%
ZS
Zscaler
$203.12
$1.35
(0.66%)
After
0.15%
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$30.91B
34.68%
ASTS
AST SpaceMobile
$13.71
$0.23
(1.71%)
After
0.22%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.59B
234.49%
$103.31
$0.59
(0.57%)
After
0.11%
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$56.84B
27.49%