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Growth and Income - New Portfolio
Paul Schwarzenbach
Growth and IncomeIndividual Investor
Ranked #38,949 out of 812,326 TipRanks' Investors
Success Rate
100 out of 135
profitable transactions
profitable transactions
Average Return
28.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.63%
6-Month Return▲ 6.55%
12-Month Return▲ 25.63%
YTD Return▲ 10.83%
Total Return▲ 72.52%
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
27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 3.64%
Jan 2025
▼ 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
▲ 27.86%
▲ 2.30%
▲ 2.38%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 0.43%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.64%
▼ 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%
▲ 27.86%▲ 2.30%▲ 2.38%
▲ 0.42%▲ 0.11%▼ 0.43%
Recent Activity
Visa
4.36%
▲ 28.21%
9
Sell
Jun 29, 2025
Energy Transfer
4.29%
▲ 32.79%
10
Buy
Jun 29, 2025
American Express
3.84%
▲ 1.74%
3
Buy
Jun 29, 2025
Alphabet Class A
8.53%
▲ 46.62%
5
Buy
Jun 27, 2025
Microsoft
15.84%
▲ 42.77%
9
Buy
Jun 27, 2025
Nvidia
19.52%
▲ 158.74%
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
0.7%
▲ 30.98%
5
Sell
Jun 27, 2025
iShares U.S. Technology ETF
―
▲ 24.50%
4
Close
Jun 27, 2025
Walmart
4.53%
▲ 52.03%
5
Buy
Jun 27, 2025
Pfizer
1.05%
▲ 1.90%
1
Open
Jun 27, 2025
Broadcom
5.24%
▲ 12.78%
1
Open
Jun 27, 2025
Casey's General
2.24%
▲ 2.50%
1
Open
Jun 27, 2025
Ford Motor
―
▼ 5.22%
12
Close
Dec 06, 2024
Stellantis
―
▼ 26.06%
5
Close
Dec 06, 2024
Vertiv Holdings
1.5%
▲ 4.22%
1
Open
Dec 06, 2024
Fortinet
1.3%
▼ 24.10%
1
Open
Dec 06, 2024
GlaxoSmithKline
―
▼ 13.33%
4
Close
Nov 11, 2024
MasterBrand Inc
―
▲ 2.83%
2
Close
Nov 11, 2024