Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #33,572 out of 769,632 TipRanks' Investors
Success Rate
90 out of 121
profitable transactions
profitable transactions
Average Return
24.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.00%
6-Month Return▲ 8.20%
12-Month Return▲ 38.29%
YTD Return▲ 25.73%
Total Return▲ 57.07%
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
37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 3.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.21%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.71%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.98%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.36%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.21%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 7.40%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.61%
▲ 11.46%▲ 5.06%▲ 6.21%
▼ 2.25%▲ 3.53%▲ 1.71%
▲ 25.72%▲ 1.21%▼ 2.98%
▼ 4.22%▲ 2.34%▲ 2.63%
▲ 7.82%▲ 2.10%▼ 0.36%
▲ 5.70%▼ 0.89%▲ 0.21%
▲ 37.30%▲ 4.73%▲ 7.40%
Recent Activity
American Express
4.41%
▲ 7.77%
2
Buy
Nov 11, 2024
Salesforce
1.16%
▲ 2.80%
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
―
▲ 9.88%
2
Close
Nov 11, 2024
Berkshire Hathaway B
3.71%
▲ 1.97%
1
Open
Nov 11, 2024
Chipotle
―
▼ 0.36%
3
Close
Nov 06, 2024
Alphabet Class A
8.03%
▲ 30.13%
4
Buy
Oct 25, 2024
Microsoft
14.26%
▲ 18.17%
8
Buy
Oct 25, 2024
Nvidia
17.4%
▲ 121.99%
7
Buy
Oct 25, 2024
Ford Motor
1.63%
▼ 1.26%
11
Sell
Oct 25, 2024
Lyell Immunopharma
―
▼ 1.95%
7
Close
Oct 25, 2024
Stellantis
1.82%
▼ 29.31%
4
Buy
Oct 25, 2024
iShares U.S. Technology ETF
4.49%
▲ 15.12%
3
Buy
Oct 25, 2024
Costco
12.99%
▲ 64.30%
7
Buy
Sep 04, 2024
Invesco QQQ Trust
1.48%
▲ 33.22%
10
Buy
Sep 04, 2024
Visa
4.6%
▲ 19.25%
8
Buy
Sep 04, 2024
Energy Transfer
4.93%
▲ 48.38%
8
Buy
Sep 04, 2024
Walmart
4.42%
▲ 42.38%
4
Buy
Sep 04, 2024
Bayerische Motoren Werke Aktiengesellschaft
―
▲ 2.93%
4
Close
Jun 08, 2024