Growth and Income - New Portfolio

Paul Schwarzenbach

Growth and Income
Individual Investor
Ranked #37,533 out of 748,626 TipRanks' Investors
Success Rate
70%
69 out of 99
profitable transactions
Average Return
18.81%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.16% MSFT
15.33% NVDA
12.21% COST
9.85% AMZN
9.02% GOOGL
37.43% Others
By Assets
93.91% Stocks
6.04% ETFs
0.06% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
35.26% Technology
30.86% Consumer Cyclical
9.02% Communication Services
6.04% General
5.48% Consumer Defensive
13.34% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AMZN
Amazon
$182.09
$2.24
(1.25%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.87T
41.11%
COST
Costco
$814.00
$0.79
(0.1%)
premium
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$361.74B
48.40%
GOOGL
Alphabet Class A
$166.80
$0.48
(0.29%)
premium
32 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.08T
29.55%
MSFT
Microsoft
$424.53
$6.13
(1.47%)
premium
27 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.11T
24.84%
NVDA
Nvidia
$112.74
$0.46
(0.41%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.76T
147.09%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$462.04
$3.77
(0.82%)
premium
1K Buy
579 Hold
56 Sell
Moderate Buy
premium
$291.35B
21.39%
V
Visa
$259.87
$6.13
(2.42%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$501.61B
7.85%
ET
Energy Transfer
$16.30
$0.175
(1.08%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$54.38B
33.97%
F
Ford Motor
$11.21
$0.055
(0.49%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$44.55B
-13.82%
LYEL
Lyell Immunopharma
$1.64
$0.005
(0.31%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$415.55M
-47.42%
STLA
Stellantis
$17.61
$0.485
(2.68%)
premium
13 Buy
3 Hold
2 Sell
Moderate Buy
premium
$53.68B
0.84%
PSTG
Pure Storage
$58.20
$0.78
(1.36%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$18.67B
50.35%
MAMA
Mama's Creations
$7.51
$0.01
(0.13%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$280.22M
116.71%
IYW
IYW
< ETF >
iShares U.S. Technology ETF
$144.49
$1.54
(1.08%)
premium
1K Buy
667 Hold
73 Sell
Moderate Buy
premium
$19.22B
28.59%
WMT
Walmart
$69.47
$0.55
(0.79%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$563.21B
33.37%
CMG
Chipotle
$49.67
$1.15
(2.26%)
premium
16 Buy
9 Hold
0 Sell
Moderate Buy
premium
$69.79B
21.70%
GSK
GlaxoSmithKline
$39.94
$0.865
(2.21%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$79.92B
13.08%
MBC
MasterBrand Inc
$18.05
$0.84
(4.88%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$2.19B
41.18%
DAL
Delta Air Lines
$43.91
$0.44
(1.01%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.06B
-5.70%