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Growth and Income - New Portfolio
Carolyn A.
Growth and IncomeIndividual Investor
Ranked #79,044 out of 827,347 TipRanks' Investors
Success Rate
116 out of 168
profitable transactions
profitable transactions
Average Return
26.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.52%
6-Month Return▲ 20.90%
12-Month Return▲ 18.81%
YTD Return▲ 18.07%
Total Return▲ 83.79%
Best Trade
Bio
I am a self-taught investor who favors income, value, and growth. I look at a variety of metrics when evaluating investments. I try to invest only in companies I understand that have a strong future ahead of them and earnings that are growing.
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.99%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 10.91%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.18%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.38%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.53%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.25%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.36%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 2.08%
Nov 2025
▲ 0.80%▼ 0.87%▲ 0.99%
▲ 11.63%▲ 6.28%▲ 10.91%
▲ 9.25%▲ 5.14%▲ 4.18%
▲ 7.60%▲ 2.30%▲ 2.38%
▲ 2.76%▲ 2.05%▲ 0.53%
▲ 12.88%▲ 3.56%▲ 4.25%
▲ 10.96%▲ 2.38%▲ 3.36%
▼ 4.30%▼ 1.63%▼ 2.08%
Recent Activity
Fortinet
―
▼ 16.30%
3
Close
Oct 10, 2025
IShares Bitcoin Trust Registered
―
▼ 7.14%
2
Close
Oct 10, 2025
Fidelity 500 Index Fund
17.12%
▲ 1.22%
2
Buy
Oct 10, 2025
Deere
―
▼ 3.13%
2
Close
Oct 10, 2025
Fidelity Growth Company Fund Retail Class
24.42%
▲ 1.05%
2
Sell
Oct 10, 2025
Fidelity Total International Index Fund
4.82%
▲ 2.63%
1
Open
Oct 10, 2025
Fidelity SAI Small-Mid Cap 500 Index Fund
4.67%
▲ 2.08%
1
Open
Oct 10, 2025
Invesco QQQ Trust
0.93%
▲ 47.83%
12
Buy
Oct 09, 2025
Fidelity NASDAQ Composite Index
3.16%
▼ 0.08%
1
Open
Oct 09, 2025
Fidelity Select Gold Pt
2.1%
▼ 3.57%
1
Open
Oct 09, 2025
Fidelity Select Defense & Aerospace
0.89%
▼ 1.13%
1
Open
Oct 09, 2025
Fidelity Select Multimedia Portfolio
0.81%
▼ 1.27%
1
Open
Oct 09, 2025
Fidelity Select Semiconductors Portfolio
5.98%
▲ 0.79%
1
Open
Oct 08, 2025
Fidelity Contra Fund
2.26%
▼ 1.45%
1
Open
Oct 08, 2025
Fidelity Select Technology
1.24%
▼ 0.33%
1
Open
Oct 08, 2025
Fidelity Blue Chip Growth Fund
1.18%
▼ 0.46%
1
Open
Oct 08, 2025
Costco
2.44%
▲ 49.99%
8
Buy
Oct 06, 2025
Alphabet Class A
2.85%
▲ 92.07%
6
Buy
Oct 06, 2025
Microsoft
4.46%
▲ 31.70%
10
Buy
Oct 06, 2025
Nvidia
5.97%
▲ 148.33%
10
Buy
Oct 06, 2025