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Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #37,533 out of 748,626 TipRanks' Investors
Success Rate
69 out of 99
profitable transactions
profitable transactions
Average Return
18.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.82%
6-Month Return▲ 9.77%
12-Month Return▲ 22.97%
YTD Return▲ 13.24%
Total Return▲ 41.48%
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
17.35%0-17.35%
▲ 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
▲ 11.46%
▲ 5.06%
▲ 6.21%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.71%
Jun 2024
▲ 17.35%
▼ 0.55%
▼ 3.83%
Jul 2024
▲ 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%
▲ 11.46%▲ 5.06%▲ 6.21%
▼ 2.25%▲ 3.53%▲ 1.71%
▲ 17.35%▼ 0.55%▼ 3.83%
Recent Activity
Nvidia
15.26%
▲ 117.11%
5
Buy
Jun 08, 2024
Visa
4.28%
▼ 1.59%
7
Buy
Jun 08, 2024
Ford Motor
3.32%
▼ 4.83%
9
Buy
Jun 08, 2024
Stellantis
1.91%
▼ 13.55%
3
Buy
Jun 08, 2024
Bayerische Motoren Werke Aktiengesellschaft
―
▲ 2.93%
4
Close
Jun 08, 2024
Mama's Creations
1.7%
▲ 34.00%
3
Buy
Jun 08, 2024
Walmart
3.79%
▲ 16.43%
3
Buy
Jun 08, 2024
Microsoft
16.15%
▲ 25.43%
6
Sell
May 23, 2024
Energy Transfer
4.58%
▲ 23.81%
7
Buy
May 23, 2024
Salesforce
―
▲ 5.52%
3
Close
May 23, 2024
Intel
―
▼ 28.43%
2
Close
May 23, 2024
MasterBrand Inc
0.88%
▲ 1.53%
1
Open
May 15, 2024
Delta Air Lines
2.36%
▼ 18.38%
1
Open
May 15, 2024
GlaxoSmithKline
1.19%
▼ 13.74%
1
Open
May 14, 2024
Lyell Immunopharma
0.89%
▲ 9.42%
6
Open
Apr 03, 2024
Invesco QQQ Trust
1.5%
▲ 24.04%
9
Buy
Mar 20, 2024
Taiwan Semiconductor Manufacturing
―
▲ 2.59%
2
Close
Mar 20, 2024
Arcturus Therapeutics
―
▼ 6.04%
2
Close
Mar 20, 2024
Chipotle
2.69%
▼ 12.23%
1
Open
Mar 20, 2024
Costco
12.27%
▲ 48.11%
6
Buy
Mar 01, 2024