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Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #39,221 out of 807,613 TipRanks' Investors
Success Rate
100 out of 135
profitable transactions
profitable transactions
Average Return
26.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.82%
6-Month Return▲ 9.71%
12-Month Return▲ 12.42%
YTD Return▲ 8.94%
Total Return▲ 69.57%
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
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 2.16%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.09%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.65%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.89%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.18%
Jun 2025
▲ 3.34%
▲ 1.29%
▲ 0.55%
Jul 2025
▲ 5.10%▼ 2.41%▼ 2.16%
▲ 6.03%▲ 2.69%▲ 3.64%
▼ 12.86%▼ 1.27%▼ 3.24%
▼ 1.80%▼ 5.57%▼ 7.09%
▲ 1.84%▼ 0.87%▲ 0.65%
▲ 12.20%▲ 6.28%▲ 10.89%
▲ 6.24%▲ 5.14%▲ 4.18%
▲ 3.34%▲ 1.29%▲ 0.55%
Recent Activity
Visa
4.82%
▲ 37.39%
9
Sell
Jun 29, 2025
Energy Transfer
4.38%
▲ 31.43%
10
Buy
Jun 29, 2025
American Express
4.38%
▲ 12.27%
3
Buy
Jun 29, 2025
Alphabet Class A
7.96%
▲ 32.52%
5
Buy
Jun 27, 2025
Microsoft
15.73%
▲ 37.46%
9
Buy
Jun 27, 2025
Nvidia
18.28%
▲ 134.88%
9
Buy
Jun 27, 2025
Pure Storage
―
▲ 50.91%
3
Close
Jun 27, 2025
Salesforce
―
▼ 7.06%
5
Close
Jun 27, 2025
Mama's Creations
0.79%
▲ 43.53%
5
Sell
Jun 27, 2025
iShares U.S. Technology ETF
―
▲ 24.50%
4
Close
Jun 27, 2025
Walmart
4.3%
▲ 39.86%
5
Buy
Jun 27, 2025
Pfizer
1.15%
▲ 6.57%
1
Open
Jun 27, 2025
Broadcom
4.91%
▲ 2.25%
1
Open
Jun 27, 2025
Casey's General
2.33%
▲ 3.44%
1
Open
Jun 27, 2025
Ford Motor
―
▼ 4.59%
12
Close
Dec 06, 2024
Stellantis
―
▼ 26.06%
5
Close
Dec 06, 2024
Vertiv Holdings
1.34%
▼ 9.74%
1
Open
Dec 06, 2024
Fortinet
1.78%
▲ 1.00%
1
Open
Dec 06, 2024
GlaxoSmithKline
―
▼ 13.33%
4
Close
Nov 11, 2024
MasterBrand Inc
―
▲ 2.83%
2
Close
Nov 11, 2024