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Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #42,474 out of 815,805 TipRanks' Investors
Success Rate
100 out of 135
profitable transactions
profitable transactions
Average Return
29.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.76%
6-Month Return▲ 12.11%
12-Month Return▲ 20.65%
YTD Return▲ 12.43%
Total Return▲ 75.00%
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
27.88%0-27.88%
▲ 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%
▲ 0.99%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.91%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.18%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 2.38%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 1.00%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.64%
▼ 12.86%▼ 1.27%▼ 3.24%
▼ 1.80%▼ 5.57%▼ 7.09%
▲ 1.84%▼ 0.87%▲ 0.99%
▲ 12.20%▲ 6.28%▲ 10.91%
▲ 6.24%▲ 5.14%▲ 4.18%
▲ 27.88%▲ 2.30%▲ 2.38%
▲ 6.52%▲ 2.30%▲ 1.00%
Recent Activity
Visa
4.55%
▲ 35.31%
9
Sell
Jun 29, 2025
Energy Transfer
4.27%
▲ 35.63%
10
Buy
Jun 29, 2025
American Express
4.23%
▲ 12.87%
3
Buy
Jun 29, 2025
Alphabet Class A
9.11%
▲ 57.90%
5
Buy
Jun 27, 2025
Microsoft
15.36%
▲ 39.93%
9
Buy
Jun 27, 2025
Nvidia
19.29%
▲ 157.88%
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
0.69%
▲ 30.01%
5
Sell
Jun 27, 2025
iShares U.S. Technology ETF
―
▲ 24.50%
4
Close
Jun 27, 2025
Walmart
4.18%
▲ 42.03%
5
Buy
Jun 27, 2025
Pfizer
1.05%
▲ 3.45%
1
Open
Jun 27, 2025
Broadcom
5.28%
▲ 14.59%
1
Open
Jun 27, 2025
Casey's General
2.12%
▼ 1.90%
1
Open
Jun 27, 2025
Ford Motor
―
▼ 4.63%
12
Close
Dec 06, 2024
Stellantis
―
▼ 26.06%
5
Close
Dec 06, 2024
Vertiv Holdings
1.44%
▲ 0.36%
1
Open
Dec 06, 2024
Fortinet
1.36%
▼ 20.08%
1
Open
Dec 06, 2024
GlaxoSmithKline
―
▼ 13.33%
4
Close
Nov 11, 2024
MasterBrand Inc
―
▲ 2.83%
2
Close
Nov 11, 2024