tiprankstipranks

Growth and Income - New Portfolio

Paul Schwarzenbach

Growth and Income
Individual Investor
Ranked #19,963 out of 732,075 TipRanks' Investors
Success Rate
78%
66 out of 85
profitable transactions
Average Return
20.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.66%
6-Month Return▲ 27.30%
12-Month Return▲ 42.95%
YTD Return▲ 11.83%
Total Return▲ 39.72%

Best Trade

Opened at
Closed at-
Gain▲ 217.99%

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.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 5.10%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.50%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.05%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.90%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.35%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.42%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.61%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 2.60%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 5.10%
▲ 9.22%▲ 9.13%▲ 10.50%
▲ 5.14%▲ 4.57%▲ 9.05%
▼ 1.87%▲ 1.59%▲ 1.90%
▲ 14.08%▲ 5.22%▲ 8.35%
▲ 5.05%▲ 3.27%▲ 2.42%
▼ 12.40%▼ 4.03%▼ 3.61%
▲ 7.64%▲ 1.85%▲ 2.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Lyell Immunopharma
1.31%
▲ 21.23%
6
Open
Apr 03, 2024
Microsoft
16.97%
▲ 21.69%
5
Buy
Mar 20, 2024
Invesco QQQ Trust
1.45%
▲ 17.69%
9
Buy
Mar 20, 2024
Visa
0.06%
▲ 7.39%
5
Buy
Mar 20, 2024
Ford Motor
5.09%
▲ 5.52%
7
Buy
Mar 20, 2024
Bayerische Motoren Werke Aktiengesellschaft
3.18%
▲ 11.13%
2
Sell
Mar 20, 2024
Taiwan Semiconductor Manufacturing
▲ 2.59%
2
Close
Mar 20, 2024
Arcturus Therapeutics
▼ 6.04%
2
Close
Mar 20, 2024
Intel
1.72%
▼ 26.78%
1
Open
Mar 20, 2024
Chipotle
3.51%
▲ 8.99%
1
Open
Mar 20, 2024
Costco
11.44%
▲ 35.03%
6
Buy
Mar 01, 2024
Energy Transfer
4.55%
▲ 22.67%
6
Buy
Mar 01, 2024
Walmart
3.32%
▲ 4.17%
2
Buy
Mar 01, 2024
Zions Bancorporation National Association
▲ 47.23%
9
Close
Feb 08, 2024
Pure Storage
3.48%
▲ 42.30%
2
Sell
Feb 02, 2024
Verizon
▲ 7.04%
7
Close
Dec 26, 2023
iShares U.S. Technology ETF
4.26%
▲ 8.01%
1
Open
Dec 21, 2023
Apple
▲ 16.53%
6
Close
Dec 19, 2023
Citizens Financial
▲ 24.68%
7
Close
Dec 19, 2023
Janus Henderson Global Technology and Innovation Fund T Shares
▲ 28.76%
4
Close
Dec 19, 2023