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Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #32,002 out of 770,014 TipRanks' Investors
Success Rate
91 out of 121
profitable transactions
profitable transactions
Average Return
24.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.62%
6-Month Return▲ 8.59%
12-Month Return▲ 38.79%
YTD Return▲ 26.18%
Total Return▲ 57.64%
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.
Performance
31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 3.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.21%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.71%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.98%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.36%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.21%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 7.79%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.61%
▲ 11.46%▲ 5.06%▲ 6.21%
▼ 2.25%▲ 3.53%▲ 1.71%
▲ 25.72%▲ 1.21%▼ 2.98%
▼ 4.22%▲ 2.34%▲ 2.63%
▲ 7.82%▲ 2.10%▼ 0.36%
▲ 5.70%▼ 0.89%▲ 0.21%
▲ 31.73%▲ 4.73%▲ 7.79%
Recent Activity
American Express
4.47%
▲ 9.17%
2
Buy
Nov 11, 2024
Salesforce
1.16%
▲ 2.38%
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
―
▲ 10.79%
2
Close
Nov 11, 2024
Berkshire Hathaway B
3.72%
▲ 2.15%
1
Open
Nov 11, 2024
Chipotle
―
▼ 0.36%
3
Close
Nov 06, 2024
Alphabet Class A
8.18%
▲ 32.41%
4
Buy
Oct 25, 2024
Microsoft
14.34%
▲ 18.68%
8
Buy
Oct 25, 2024
Nvidia
16.69%
▲ 112.72%
7
Buy
Oct 25, 2024
Ford Motor
1.67%
▲ 0.68%
11
Sell
Oct 25, 2024
Lyell Immunopharma
―
▼ 1.95%
7
Close
Oct 25, 2024
Stellantis
1.87%
▼ 27.57%
4
Buy
Oct 25, 2024
iShares U.S. Technology ETF
4.5%
▲ 15.13%
3
Buy
Oct 25, 2024
Costco
12.96%
▲ 63.77%
7
Buy
Sep 04, 2024
Invesco QQQ Trust
1.48%
▲ 33.43%
10
Buy
Sep 04, 2024
Visa
4.65%
▲ 20.51%
8
Buy
Sep 04, 2024
Energy Transfer
4.91%
▲ 47.60%
8
Buy
Sep 04, 2024
Walmart
4.38%
▲ 40.90%
4
Buy
Sep 04, 2024
Bayerische Motoren Werke Aktiengesellschaft
―
▲ 2.93%
4
Close
Jun 08, 2024