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Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #30,782 out of 766,001 TipRanks' Investors
Success Rate
88 out of 117
profitable transactions
profitable transactions
Average Return
24.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.48%
6-Month Return▲ 9.24%
12-Month Return▲ 41.73%
YTD Return▲ 24.08%
Total Return▲ 55.02%
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.
Performance
25.72%0-25.72%
▼ 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%
▲ 2.62%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.36%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.31%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.90%
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%▲ 2.62%
▲ 7.82%▲ 2.10%▼ 0.36%
▲ 6.02%▼ 0.89%▲ 0.31%
▲ 5.59%▲ 5.20%▲ 5.90%
Recent Activity
Chipotle
―
▼ 0.36%
3
Close
Nov 06, 2024
Alphabet Class A
8.64%
▲ 40.86%
4
Buy
Oct 25, 2024
Microsoft
14.36%
▲ 19.50%
8
Buy
Oct 25, 2024
Nvidia
17.98%
▲ 130.87%
7
Buy
Oct 25, 2024
American Express
4.17%
▲ 7.57%
1
Open
Oct 25, 2024
Ford Motor
1.59%
▼ 3.12%
11
Sell
Oct 25, 2024
Lyell Immunopharma
―
▼ 1.95%
7
Close
Oct 25, 2024
Stellantis
1.86%
▼ 27.41%
4
Buy
Oct 25, 2024
iShares U.S. Technology ETF
4.52%
▲ 16.53%
3
Buy
Oct 25, 2024
GlaxoSmithKline
0.98%
▼ 13.47%
3
Buy
Oct 25, 2024
Costco
12.64%
▲ 60.86%
7
Buy
Sep 04, 2024
Invesco QQQ Trust
1.49%
▲ 35.42%
10
Buy
Sep 04, 2024
Visa
4.54%
▲ 18.03%
8
Buy
Sep 04, 2024
Energy Transfer
4.45%
▲ 34.60%
8
Buy
Sep 04, 2024
Walmart
4.12%
▲ 33.55%
4
Buy
Sep 04, 2024
Bayerische Motoren Werke Aktiengesellschaft
―
▲ 2.93%
4
Close
Jun 08, 2024
Mama's Creations
1.6%
▲ 40.24%
3
Buy
Jun 08, 2024
Salesforce
―
▲ 5.52%
3
Close
May 23, 2024
Intel
―
▼ 28.43%
2
Close
May 23, 2024
MasterBrand Inc
0.74%
▲ 0.53%
1
Open
May 15, 2024