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Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #31,700 out of 781,348 TipRanks' Investors
Success Rate
94 out of 126
profitable transactions
profitable transactions
Average Return
26.05%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.71%
6-Month Return▲ 7.08%
12-Month Return▲ 27.73%
YTD Return▲ 4.32%
Total Return▲ 62.55%
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%
▲ 9.79%
▲ 3.53%
▲ 1.71%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.98%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.36%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.18%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.91%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.15%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 4.32%
Jan 2025
▲ 9.79%▲ 3.53%▲ 1.71%
▲ 8.13%▲ 1.21%▼ 2.98%
▼ 13.14%▲ 2.34%▲ 2.63%
▲ 2.93%▲ 2.10%▼ 0.36%
▲ 10.00%▼ 0.89%▲ 0.18%
▲ 26.04%▲ 5.96%▲ 8.91%
▲ 5.93%▼ 2.41%▼ 2.15%
▲ 6.90%▲ 1.96%▲ 4.32%
Recent Activity
Nvidia
16.26%
▲ 120.25%
8
Sell
Dec 06, 2024
Energy Transfer
5.23%
▲ 56.68%
9
Buy
Dec 06, 2024
Ford Motor
―
▼ 6.54%
12
Close
Dec 06, 2024
Stellantis
―
▼ 26.06%
5
Close
Dec 06, 2024
Mama's Creations
1.68%
▲ 30.50%
4
Buy
Dec 06, 2024
Vertiv Holdings
1.65%
▲ 6.93%
1
Open
Dec 06, 2024
Fortinet
1.79%
▼ 2.03%
1
Open
Dec 06, 2024
American Express
4.41%
▲ 13.99%
2
Buy
Nov 11, 2024
Salesforce
1.06%
▲ 0.64%
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
―
▲ 13.82%
2
Close
Nov 11, 2024
Berkshire Hathaway B
3.46%
▲ 0.26%
1
Open
Nov 11, 2024
Chipotle
―
▼ 0.36%
3
Close
Nov 06, 2024
Alphabet Class A
9.16%
▲ 56.60%
4
Buy
Oct 25, 2024
Microsoft
13.91%
▲ 21.43%
8
Buy
Oct 25, 2024
Lyell Immunopharma
―
▼ 1.95%
7
Close
Oct 25, 2024
iShares U.S. Technology ETF
4.35%
▲ 17.57%
3
Buy
Oct 25, 2024
Costco
12.12%
▲ 61.53%
7
Buy
Sep 04, 2024
Invesco QQQ Trust
1.46%
▲ 38.45%
10
Buy
Sep 04, 2024