tiprankstipranks

Growth and Income - New Portfolio

Paul Schwarzenbach

Growth and Income
Individual Investor
Ranked #21,367 out of 735,051 TipRanks' Investors
Success Rate
77%
70 out of 91
profitable transactions
Average Return
21.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.52%
6-Month Return▲ 27.49%
12-Month Return▲ 42.76%
YTD Return▲ 15.91%
Total Return▲ 44.81%

Best Trade

Opened at
Closed at-
Gain▲ 231.20%

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
▲ 11.18%
▲ 5.47%
▲ 6.34%
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%
▲ 11.18%▲ 5.47%▲ 6.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Salesforce
0.77%
▲ 8.19%
2
Sell
May 15, 2024
MasterBrand Inc
0.79%
▼ 3.78%
1
Open
May 15, 2024
Delta Air Lines
2.83%
▼ 1.05%
1
Open
May 15, 2024
Nvidia
7.46%
▲ 175.09%
3
Sell
May 14, 2024
Visa
4.58%
▲ 10.00%
6
Buy
May 14, 2024
Ford Motor
3.54%
▲ 5.51%
8
Sell
May 14, 2024
Stellantis
2.19%
▲ 10.12%
2
Buy
May 14, 2024
Mama's Creations
1.17%
▲ 32.67%
2
Buy
May 14, 2024
GlaxoSmithKline
1.33%
▼ 0.69%
1
Open
May 14, 2024
Lyell Immunopharma
1.47%
▲ 27.38%
6
Open
Apr 03, 2024
Microsoft
16.97%
▲ 25.97%
5
Buy
Mar 20, 2024
Invesco QQQ Trust
1.46%
▲ 22.09%
9
Buy
Mar 20, 2024
Bayerische Motoren Werke Aktiengesellschaft
2.89%
▲ 9.12%
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
1.71%
▼ 24.27%
1
Open
Mar 20, 2024
Chipotle
3.46%
▲ 11.00%
1
Open
Mar 20, 2024
Costco
11.84%
▲ 44.46%
6
Buy
Mar 01, 2024
Energy Transfer
4.43%
▲ 25.66%
6
Buy
Mar 01, 2024
Walmart
3.48%
▲ 12.97%
2
Buy
Mar 01, 2024