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CharlesSchwab - New Portfolio

Swiss Celt

CharlesSchwab
Individual Investor
Ranked #104,465 out of 739,007 TipRanks' Investors
Success Rate
60%
27 out of 45
profitable transactions
Average Return
26.30%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
63.97% V
17.83% META
4.37% NVDA
3.18% GOOG
2.67% SCHW
7.98% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
69.93% Financial
22.48% Communication Services
5.00% Technology
0.83% Consumer Cyclical
0.83% Healthcare
0.92% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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f5gyj8
f5gyj8
premium
f5gyj8
premium
f5gyj8
f5gyj8
f5gyj8
dyzoug4kw
dyzoug4kw
dyzoug4kw
premium
dyzoug4kw
premium
dyzoug4kw
dyzoug4kw
dyzoug4kw
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zql86a9bv4n
zql86a9bv4n
premium
zql86a9bv4n
premium
zql86a9bv4n
zql86a9bv4n
zql86a9bv4n
3r9ze5gq34m
3r9ze5gq34m
3r9ze5gq34m
premium
3r9ze5gq34m
premium
3r9ze5gq34m
3r9ze5gq34m
3r9ze5gq34m
4xd9lf7v1r
4xd9lf7v1r
4xd9lf7v1r
premium
4xd9lf7v1r
premium
4xd9lf7v1r
4xd9lf7v1r
4xd9lf7v1r
p8szedj8uzs
p8szedj8uzs
p8szedj8uzs
premium
p8szedj8uzs
premium
p8szedj8uzs
p8szedj8uzs
p8szedj8uzs
be1loqaf8vt
be1loqaf8vt
be1loqaf8vt
premium
be1loqaf8vt
premium
be1loqaf8vt
be1loqaf8vt
be1loqaf8vt
bdd04eg
bdd04eg
bdd04eg
premium
bdd04eg
premium
bdd04eg
bdd04eg
bdd04eg
89o9f0rqzmk
89o9f0rqzmk
89o9f0rqzmk
premium
89o9f0rqzmk
premium
89o9f0rqzmk
89o9f0rqzmk
89o9f0rqzmk
cys7imqgl
cys7imqgl
cys7imqgl
premium
cys7imqgl
premium
cys7imqgl
cys7imqgl
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TLRY
Tilray
$1.77
$0.02
(1.12%)
premium
1 Buy
7 Hold
0 Sell
Hold
premium
$1.46B
3.47%
DFS
Discover Financial Services
$124.90
$2.14
(1.74%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$31.30B
12.99%
SQM
Sociedad Quimica Y Minera SA
$45.43
$1.64
(3.48%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$12.84B
-34.59%
RIOT
Riot Platforms
$9.72
$0.44
(4.33%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.81B
-3.70%
CRWD
CrowdStrike Holdings
$349.12
$8.63
(2.53%)
premium
31 Buy
0 Hold
0 Sell
Strong Buy
premium
$84.97B
128.16%
IOVA
Iovance Biotherapeutics
$7.78
$0.36
(4.42%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.18B
-2.75%
COIN
Coinbase Global
$244.16
$12.92
(5.03%)
premium
9 Buy
10 Hold
2 Sell
Moderate Buy
premium
$59.96B
368.27%
WBD
Warner Bros
$8.27
$0.07
(0.84%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$20.26B
-40.51%
NFLX
Netflix
$641.47
$7.05
(1.09%)
premium
23 Buy
12 Hold
1 Sell
Moderate Buy
premium
$276.45B
56.70%
DVN
Devon Energy
$46.79
$0.03
(0.06%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$29.57B
-1.56%
NVDA
Nvidia
$1208.88
$1.1
(0.09%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.97T
213.98%
PYPL
PayPal Holdings
$67.30
$0.28
(0.42%)
premium
13 Buy
15 Hold
0 Sell
Moderate Buy
premium
$70.40B
4.76%
GOOG
Alphabet Class C
$175.95
$2.4
(1.35%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.16T
45.07%
SCHW
Charles Schwab
$73.93
$0.32
(0.43%)
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$135.16B
36.48%
ONON
On Holding AG
$42.35
$0.15
(0.36%)
premium
16 Buy
2 Hold
1 Sell
Strong Buy
premium
$13.52B
50.50%
V
Visa
$278.67
$1.63
(0.59%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$557.62B
25.90%
META
Meta Platforms
$492.96
$0.8
(0.16%)
premium
37 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.25T
86.52%
VIR
Vir Biotechnology
$11.23
$0.75
(6.26%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.53B
-53.74%
$13.58
$0.01
(0.07%)
premium
1 Buy
15 Hold
2 Sell
Hold
premium
$5.28B
-27.80%
AI
C3ai
$30.00
$0.07
(0.23%)
premium
4 Buy
5 Hold
3 Sell
Hold
premium
$3.66B
-17.82%
UAA
Under Armour
$6.91
$0.03
(0.43%)
premium
3 Buy
14 Hold
3 Sell
Hold
premium
$2.98B
-7.71%
PFE
Pfizer
$28.58
$0.22
(0.76%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$161.95B
-22.80%
NIO
Nio
$4.83
$0.08
(1.63%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$10.10B
-36.73%
$36.45
$0.27
(0.75%)
premium
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$35.67B
25.73%
GME
GameStop
$28.22
$18.33
(39.38%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$8.64B
31.62%
DBX
Dropbox
$21.42
$0.18
(0.83%)
premium
1 Buy
3 Hold
2 Sell
Hold
premium
$7.07B
-7.69%
C
Citigroup
$61.78
$0.16
(0.26%)
premium
11 Buy
8 Hold
0 Sell
Moderate Buy
premium
$117.84B
34.04%
BABA
Alibaba
$78.41
$1.6
(2%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$179.19B
-7.77%
ABNB
Airbnb
$146.66
$0.34
(0.23%)
premium
10 Buy
22 Hold
5 Sell
Hold
premium
$94.46B
27.27%
CARR
Carrier Global
$62.71
$0.23
(0.37%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$56.50B
38.97%
RIG
Transocean
$5.40
$0.05
(0.92%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$4.43B
-14.29%
KTOS
Kratos Defense
$20.38
$0.42
(2.02%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.06B
42.12%
PAA
Plains All American
$16.90
$0.01
(0.06%)
premium
6 Buy
5 Hold
2 Sell
Moderate Buy
premium
$11.85B
31.62%