Education
About Us
Working with TipRanks
Follow Us
Growth and Income - New Portfolio
Carolyn A.
Growth and IncomeIndividual Investor
Ranked #81,139 out of 833,092 TipRanks' Investors
Success Rate
115 out of 168
profitable transactions
profitable transactions
Average Return
27.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.75%
6-Month Return▲ 13.83%
12-Month Return▲ 19.88%
YTD Return▲ 19.15%
Total Return▲ 85.47%
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%
▲ 11.63%
▲ 6.28%
▲ 10.91%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.18%
Jun 2025
▲ 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
▼ 3.57%
▲ 0.19%
▼ 0.59%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 0.60%
Dec 2025
▲ 11.63%▲ 6.28%▲ 10.91%
▲ 9.25%▲ 5.14%▲ 4.18%
▲ 7.60%▲ 2.30%▲ 2.38%
▲ 2.76%▲ 2.05%▲ 0.53%
▲ 12.88%▲ 3.56%▲ 4.25%
▲ 10.96%▲ 2.38%▲ 3.36%
▼ 3.57%▲ 0.19%▼ 0.59%
▼ 3.92%▼ 1.01%▼ 0.60%
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
17.37%
▲ 2.09%
2
Buy
Oct 10, 2025
Deere
―
▼ 3.13%
2
Close
Oct 10, 2025
Fidelity Growth Company Fund Retail Class
24.53%
▲ 0.94%
2
Sell
Oct 10, 2025
Fidelity Total International Index Fund
4.79%
▲ 1.61%
1
Open
Oct 10, 2025
Fidelity SAI Small-Mid Cap 500 Index Fund
4.85%
▲ 5.32%
1
Open
Oct 10, 2025
Invesco QQQ Trust
0.93%
▲ 47.67%
12
Buy
Oct 09, 2025
Fidelity NASDAQ Composite Index
3.18%
▲ 0.03%
1
Open
Oct 09, 2025
Fidelity Select Gold Pt
2.49%
▲ 13.50%
1
Open
Oct 09, 2025
Fidelity Select Defense & Aerospace
0.9%
▼ 0.54%
1
Open
Oct 09, 2025
Fidelity Select Multimedia Portfolio
0.8%
▼ 3.17%
1
Open
Oct 09, 2025
Fidelity Select Semiconductors Portfolio
5.86%
▼ 1.87%
1
Open
Oct 08, 2025
Fidelity Contra Fund
2.21%
▼ 3.81%
1
Open
Oct 08, 2025
Fidelity Select Technology
1.13%
▼ 9.69%
1
Open
Oct 08, 2025
Fidelity Blue Chip Growth Fund
1.19%
▲ 0.46%
1
Open
Oct 08, 2025
Costco
2.28%
▲ 39.40%
8
Buy
Oct 06, 2025
Alphabet Class A
3.11%
▲ 108.49%
6
Buy
Oct 06, 2025
Microsoft
4.37%
▲ 28.53%
10
Buy
Oct 06, 2025
Nvidia
5.55%
▲ 129.85%
10
Buy
Oct 06, 2025