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Growth and Income - New Portfolio
Carolyn A.
Growth and IncomeIndividual Investor
Ranked #74,039 out of 852,708 TipRanks' Investors
Success Rate
116 out of 168
profitable transactions
profitable transactions
Average Return
28.84%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.04%
6-Month Return▲ 7.11%
12-Month Return▲ 13.69%
YTD Return▼ 0.69%
Total Return▲ 86.02%
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
12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 2.38%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.53%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.25%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.36%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 0.85%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.65%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.80%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 2.45%
Feb 2026
▲ 7.60%▲ 2.30%▲ 2.38%
▲ 2.76%▲ 2.05%▲ 0.53%
▲ 12.88%▲ 3.56%▲ 4.25%
▲ 10.96%▲ 2.38%▲ 3.36%
▼ 3.58%▲ 0.19%▼ 0.85%
▼ 0.10%▲ 0.08%▲ 0.65%
▲ 4.06%▲ 1.47%▲ 1.80%
▼ 5.01%▼ 2.07%▼ 2.45%
Recent Activity
Fortinet
―
▼ 16.30%
3
Close
Oct 10, 2025
IShares Bitcoin Trust Registered
―
▼ 7.14%
2
Close
Oct 10, 2025
Fidelity 500 Index Fund
17.52%
▲ 2.25%
2
Buy
Oct 10, 2025
Deere
―
▼ 3.13%
2
Close
Oct 10, 2025
Fidelity Growth Company Fund Retail Class
23.84%
▼ 2.65%
2
Sell
Oct 10, 2025
Fidelity Total International Index Fund
5.17%
▲ 8.79%
1
Open
Oct 10, 2025
Fidelity SAI Small-Mid Cap 500 Index Fund
5.08%
▲ 9.49%
1
Open
Oct 10, 2025
Invesco QQQ Trust
0.92%
▲ 44.93%
12
Buy
Oct 09, 2025
Fidelity NASDAQ Composite Index
3.13%
▼ 2.47%
1
Open
Oct 09, 2025
Fidelity Select Gold Pt
2.68%
▲ 21.40%
1
Open
Oct 09, 2025
Fidelity Select Defense & Aerospace
0.95%
▲ 4.70%
1
Open
Oct 09, 2025
Fidelity Select Multimedia Portfolio
0.82%
▼ 2.16%
1
Open
Oct 09, 2025
Fidelity Select Semiconductors Portfolio
6.21%
▲ 3.27%
1
Open
Oct 08, 2025
Fidelity Contra Fund
2.25%
▼ 2.93%
1
Open
Oct 08, 2025
Fidelity Select Technology
1.11%
▼ 11.43%
1
Open
Oct 08, 2025
Fidelity Blue Chip Growth Fund
1.18%
▼ 1.42%
1
Open
Oct 08, 2025
Costco
2.65%
▲ 61.03%
8
Buy
Oct 06, 2025
Alphabet Class A
3.43%
▲ 128.33%
6
Buy
Oct 06, 2025
Microsoft
3.58%
▲ 4.55%
10
Buy
Oct 06, 2025
Nvidia
5.52%
▲ 126.87%
10
Buy
Oct 06, 2025