tiprankstipranks

Growth and Income - New Portfolio

Paul Schwarzenbach

Growth and Income
Individual Investor
Ranked #31,533 out of 781,107 TipRanks' Investors
Success Rate
75%
94 out of 126
profitable transactions
Average Return
24.73%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.26% NVDA
13.92% MSFT
12.13% COST
10.65% AMZN
9.17% GOOGL
37.87% Others
By Assets
94.15% Stocks
5.81% ETFs
0.04% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
36.92% Technology
22.78% Consumer Cyclical
12.44% Financial
9.17% Communication Services
6.01% Consumer Defensive
12.69% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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AMZN
Amazon
$230.71
$4.77
(2.11%)
Pre
0.59%
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.43T
45.45%
COST
Costco
$947.73
$4.54
(0.48%)
Pre
0.19%
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$420.70B
35.72%
GOOGL
Alphabet Class A
$198.05
$2.05
(1.05%)
Pre
0.16%
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.43T
33.90%
MSFT
Microsoft
$428.50
$0.53
(0.12%)
Pre
1.64%
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
NVDA
Nvidia
$140.83
$3.12
(2.27%)
Pre
2.34%
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.45T
131.48%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$524.80
$3.06
(0.59%)
Pre
0.8%
premium
3K Buy
1K Hold
144 Sell
Strong Buy
premium
$319.18B
23.71%
V
Visa
$323.63
$4.01
(1.25%)
Pre
0.24%
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$634.65B
17.98%
ET
Energy Transfer
$20.91
$0.62
(3.06%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$71.59B
47.13%
AXP
American Express
$317.95
$5.39
(1.72%)
Pre
0.31%
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$223.98B
70.64%
PSTG
Pure Storage
$70.08
$3.78
(5.7%)
Pre
1.6%
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$22.86B
62.10%
CRM
Salesforce
$326.84
$2.28
(0.7%)
Pre
0.94%
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$312.79B
16.60%
MAMA
Mama's Creations
$8.11
$0.31
(3.97%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$304.83M
65.96%
IYW
IYW
< ETF >
iShares U.S. Technology ETF
$162.37
$1.08
(0.67%)
premium
1K Buy
702 Hold
84 Sell
Moderate Buy
premium
$20.20B
25.45%
WMT
Walmart
$93.08
$1.14
(1.24%)
Pre
0.25%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$747.75B
69.86%
BRK.B
Berkshire Hathaway B
$468.57
$0.62
(0.13%)
Pre
0.15%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
27.51%
VRT
Vertiv Holdings
$143.13
$7.25
(5.34%)
Pre
3.77%
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$53.72B
153.18%
FTNT
Fortinet
$97.20
$2.97
(3.15%)
Pre
0.31%
premium
12 Buy
18 Hold
1 Sell
Moderate Buy
premium
$74.50B
54.73%