tiprankstipranks

Growth and Income - New Portfolio

PerformancePortfolio Details

Carolyn A.

Growth and Income
Individual Investor
Ranked #62,177 out of 859,299 TipRanks' Investors
Success Rate
73%
137 out of 188
profitable transactions
Average Return
30.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.88%
6-Month Return▲ 8.95%
12-Month Return▲ 41.29%
YTD Return▲ 5.68%
Total Return▲ 97.93%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 612.64%

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%
▲ 12.88%
▲ 3.56%
▲ 4.25%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.36%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.86%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.65%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.80%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.84%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.81%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 7.72%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.25%
▲ 10.96%▲ 2.38%▲ 3.36%
▼ 3.68%▲ 0.19%▼ 0.86%
▼ 0.10%▲ 0.08%▲ 0.65%
▲ 4.06%▲ 1.47%▲ 1.80%
▼ 1.12%▼ 0.86%▼ 0.84%
▲ 0.60%▼ 4.94%▼ 2.81%
▲ 12.62%▲ 7.63%▲ 7.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOGL
Alphabet Class A
3.86%
▲ 101.65%
8
Buy
Feb 27, 2026
RGTI
Rigetti Computing
0%
▼ 54.18%
2
Sell
Feb 27, 2026
IWP
iShares Russell Mid-Cap Growth ETF
0%
▼ 3.83%
3
Sell
Feb 27, 2026
SSNLF
Samsung Electronics
0%
0.00%
1
Open
Feb 27, 2026
COST
Costco
2.5%
▲ 52.73%
9
Buy
Feb 26, 2026
MSFT
Microsoft
4.38%
▲ 8.53%
11
Buy
Feb 26, 2026
NVDA
Nvidia
6.02%
▲ 145.29%
11
Buy
Feb 26, 2026
QQQ
Invesco QQQ Trust
0.93%
▲ 49.91%
13
Buy
Feb 26, 2026
V
Visa
0.4%
▲ 18.69%
11
Sell
Feb 26, 2026
ET
Energy Transfer
0.81%
▲ 42.52%
12
Buy
Feb 26, 2026
AXP
American Express
1.22%
▲ 8.36%
5
Buy
Feb 26, 2026
WMT
Walmart
1.57%
▲ 64.01%
7
Buy
Feb 26, 2026
BRK.B
Berkshire Hathaway B
0%
▲ 1.44%
2
Sell
Feb 26, 2026
VRT
Vertiv Holdings
0.95%
▲ 75.56%
3
Buy
Feb 26, 2026
CASY
Casey's General
0.91%
▲ 27.00%
2
Buy
Feb 26, 2026
FSELX
Fidelity Select Semiconductors Portfolio
6.99%
▲ 11.58%
2
Buy
Feb 26, 2026
FXAIX
Fidelity 500 Index Fund
16.03%
▲ 5.61%
3
Sell
Feb 26, 2026
FCNTX
Fidelity Contra Fund
2.32%
▲ 1.26%
2
Buy
Feb 26, 2026
FSPTX
Fidelity Select Technology
1.22%
▲ 0.23%
2
Buy
Feb 26, 2026
FDGRX
Fidelity Growth Company Fund Retail Class
23.92%
▲ 7.06%
3
Sell
Feb 26, 2026