tiprankstipranks

Growth and Income - New Portfolio

Paul Schwarzenbach

Growth and Income
Individual Investor
Ranked #40,544 out of 788,174 TipRanks' Investors
Success Rate
72%
91 out of 126
profitable transactions
Average Return
25.79%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.01% NVDA
13.67% MSFT
13.65% COST
10.31% AMZN
8.57% GOOGL
37.79% Others
By Assets
93.99% Stocks
5.97% ETFs
0.04% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
36.52% Technology
23.97% Consumer Cyclical
12.94% Financial
8.57% Communication Services
5.97% General
12.03% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
32.20%
COST
Costco
$1035.03
$0.2
(0.02%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$459.36B
43.13%
GOOGL
Alphabet Class A
$179.66
$4.9
(2.65%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.26T
29.47%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
3.47%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
107.66%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$526.08
$11.15
(2.08%)
premium
1K Buy
621 Hold
63 Sell
Moderate Buy
premium
$343.15B
22.63%
V
Visa
$348.53
$1.96
(0.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$684.71B
26.64%
ET
Energy Transfer
$19.39
$0.55
(2.76%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$68.42B
34.28%
AXP
American Express
$295.40
$8.46
(2.78%)
premium
9 Buy
12 Hold
1 Sell
Moderate Buy
premium
$213.47B
44.08%
PSTG
Pure Storage
$65.07
$2.73
(4.03%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$22.12B
72.83%
CRM
Salesforce
$309.80
$8.63
(2.71%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$304.74B
12.30%
MAMA
Mama's Creations
$6.29
$0.63
(9.1%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$260.10M
42.39%
IYW
IYW
< ETF >
iShares U.S. Technology ETF
$161.55
$4.34
(2.62%)
premium
1K Buy
696 Hold
85 Sell
Moderate Buy
premium
$20.91B
29.55%
WMT
Walmart
$94.78
$2.43
(2.5%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$780.93B
67.90%
BRK.B
Berkshire Hathaway B
$478.74
$3.06
(0.64%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.04T
17.73%
VRT
Vertiv Holdings
$95.99
$8.84
(8.43%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$39.92B
79.04%
FTNT
Fortinet
$110.02
$4.19
(3.67%)
premium
9 Buy
18 Hold
1 Sell
Moderate Buy
premium
$87.54B
74.79%