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Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #36,522 out of 799,559 TipRanks' Investors
Success Rate
91 out of 126
profitable transactions
profitable transactions
Average Return
23.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 13.60%
6-Month Return▲ 4.61%
12-Month Return▲ 10.08%
YTD Return▲ 2.32%
Total Return▲ 59.40%
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
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.17%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.91%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 2.16%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.09%
Mar 2025
▲ 1.73%
▼ 0.87%
▲ 0.71%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 9.04%
May 2025
▲ 9.99%▼ 0.89%▲ 0.17%
▲ 25.97%▲ 5.96%▲ 8.91%
▲ 5.41%▼ 2.41%▼ 2.16%
▲ 6.02%▲ 2.69%▲ 3.64%
▼ 12.86%▼ 1.27%▼ 3.24%
▼ 1.80%▼ 5.57%▼ 7.09%
▲ 1.73%▼ 0.87%▲ 0.71%
▲ 14.05%▲ 6.48%▲ 9.04%
Recent Activity
Nvidia
16.13%
▲ 110.89%
8
Sell
Dec 06, 2024
Energy Transfer
4.66%
▲ 39.46%
9
Buy
Dec 06, 2024
Ford Motor
―
▼ 5.74%
12
Close
Dec 06, 2024
Stellantis
―
▼ 26.06%
5
Close
Dec 06, 2024
Mama's Creations
1.4%
▲ 4.91%
4
Buy
Dec 06, 2024
Vertiv Holdings
1.26%
▼ 21.24%
1
Open
Dec 06, 2024
Fortinet
1.96%
▲ 3.38%
1
Open
Dec 06, 2024
American Express
4.31%
▲ 7.75%
2
Buy
Nov 11, 2024
Salesforce
0.97%
▼ 4.58%
4
Open
Nov 11, 2024
GlaxoSmithKline
―
▼ 13.33%
4
Close
Nov 11, 2024
MasterBrand Inc
―
▲ 2.83%
2
Close
Nov 11, 2024
Delta Air Lines
―
▼ 0.18%
2
Close
Nov 11, 2024
Berkshire Hathaway B
3.88%
▲ 8.55%
1
Open
Nov 11, 2024
Chipotle
―
▼ 0.36%
3
Close
Nov 06, 2024
Alphabet Class A
7.86%
▲ 29.79%
4
Buy
Oct 25, 2024
Microsoft
15.25%
▲ 28.90%
8
Buy
Oct 25, 2024
Lyell Immunopharma
―
▼ 1.95%
7
Close
Oct 25, 2024
iShares U.S. Technology ETF
4.44%
▲ 15.71%
3
Buy
Oct 25, 2024
Costco
13.4%
▲ 72.41%
7
Buy
Sep 04, 2024
Invesco QQQ Trust
1.49%
▲ 37.19%
10
Buy
Sep 04, 2024