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Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #36,942 out of 819,164 TipRanks' Investors
Success Rate
103 out of 135
profitable transactions
profitable transactions
Average Return
32.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.61%
6-Month Return▲ 23.46%
12-Month Return▲ 23.53%
YTD Return▲ 16.94%
Total Return▲ 82.02%
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
27.92%0-27.92%
▼ 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
▲ 27.92%
▲ 2.30%
▲ 2.38%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.53%
Aug 2025
▲ 10.49%
▲ 3.18%
▲ 4.50%
Sep 2025
▼ 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%
▲ 27.92%▲ 2.30%▲ 2.38%
▲ 4.87%▲ 2.05%▲ 0.53%
▲ 10.49%▲ 3.18%▲ 4.50%
Recent Activity
Visa
4.3%
▲ 32.11%
9
Sell
Jun 29, 2025
Energy Transfer
4.05%
▲ 32.87%
10
Buy
Jun 29, 2025
American Express
4.27%
▲ 17.75%
3
Buy
Jun 29, 2025
Alphabet Class A
10.61%
▲ 90.21%
5
Buy
Jun 27, 2025
Microsoft
15.11%
▲ 42.21%
9
Buy
Jun 27, 2025
Nvidia
18.31%
▲ 152.89%
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
0.89%
▲ 72.17%
5
Sell
Jun 27, 2025
iShares U.S. Technology ETF
―
▲ 24.50%
4
Close
Jun 27, 2025
Walmart
4.31%
▲ 51.22%
5
Buy
Jun 27, 2025
Pfizer
1%
▲ 1.06%
1
Open
Jun 27, 2025
Broadcom
5.72%
▲ 28.06%
1
Open
Jun 27, 2025
Casey's General
2.27%
▲ 8.20%
1
Open
Jun 27, 2025
Ford Motor
―
▼ 4.72%
12
Close
Dec 06, 2024
Stellantis
―
▼ 26.06%
5
Close
Dec 06, 2024
Vertiv Holdings
1.49%
▲ 7.40%
1
Open
Dec 06, 2024
Fortinet
1.4%
▼ 15.12%
1
Open
Dec 06, 2024
GlaxoSmithKline
―
▼ 13.33%
4
Close
Nov 11, 2024
MasterBrand Inc
―
▲ 2.83%
2
Close
Nov 11, 2024