Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #40,544 out of 788,174 TipRanks' Investors
Success Rate
91 out of 126
profitable transactions
profitable transactions
Average Return
25.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.45%
6-Month Return▲ 11.21%
12-Month Return▲ 23.19%
YTD Return▲ 3.86%
Total Return▲ 62.85%
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
26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▼ 2.98%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.36%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.18%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.91%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 1.53%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 3.16%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 0.68%
Feb 2025
▲ 8.13%▲ 1.21%▼ 2.98%
▼ 13.14%▲ 2.34%▲ 2.63%
▲ 2.93%▲ 2.10%▼ 0.36%
▲ 9.99%▼ 0.89%▲ 0.18%
▲ 26.04%▲ 5.96%▲ 8.91%
▲ 5.81%▼ 2.41%▼ 1.53%
▲ 4.98%▲ 2.69%▲ 3.16%
▼ 8.93%▲ 1.85%▲ 0.68%
Recent Activity
Nvidia
16.33%
▲ 119.13%
8
Sell
Dec 06, 2024
Energy Transfer
5.01%
▲ 51.83%
9
Buy
Dec 06, 2024
Ford Motor
―
▼ 7.24%
12
Close
Dec 06, 2024
Stellantis
―
▼ 26.06%
5
Close
Dec 06, 2024
Mama's Creations
1.41%
▲ 11.35%
4
Buy
Dec 06, 2024
Vertiv Holdings
1.17%
▼ 21.68%
1
Open
Dec 06, 2024
Fortinet
2.12%
▲ 15.12%
1
Open
Dec 06, 2024
American Express
4.25%
▲ 8.94%
2
Buy
Nov 11, 2024
Salesforce
1.03%
▼ 0.60%
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
―
▲ 10.20%
2
Close
Nov 11, 2024
Berkshire Hathaway B
3.62%
▲ 3.09%
1
Open
Nov 11, 2024
Chipotle
―
▼ 0.36%
3
Close
Nov 06, 2024
Alphabet Class A
8.52%
▲ 45.93%
4
Buy
Oct 25, 2024
Microsoft
13.63%
▲ 17.54%
8
Buy
Oct 25, 2024
Lyell Immunopharma
―
▼ 1.95%
7
Close
Oct 25, 2024
iShares U.S. Technology ETF
4.47%
▲ 20.11%
3
Buy
Oct 25, 2024
Costco
13.35%
▲ 76.57%
7
Buy
Sep 04, 2024
Invesco QQQ Trust
1.5%
▲ 41.73%
10
Buy
Sep 04, 2024