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Value with growth - New Portfolio
lbbwler
Value with growthIndividual Investor
Ranked #258,244 out of 790,321 TipRanks' Investors
Success Rate
358 out of 663
profitable transactions
profitable transactions
Average Return
7.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.74%
6-Month Return▲ 22.72%
12-Month Return▲ 33.84%
YTD Return▼ 0.63%
Total Return▲ 193.34%
Best Trade
Bio
The best of two styles. Growth but also value. Only value brings a below-average return in the long term. Only growth brings too high a risk. That's why growth only with value.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.83%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 4.43%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 14.83%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 5.67%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.32%
Feb 2025
▲ 11.43%
▼ 1.75%
▼ 3.72%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.83%
▲ 2.93%▲ 2.10%▲ 2.19%
▲ 10.01%▼ 0.89%▲ 4.43%
▲ 26.01%▲ 5.96%▲ 14.83%
▲ 5.96%▼ 2.41%▼ 5.67%
▲ 5.25%▲ 2.69%▲ 7.86%
▼ 12.86%▼ 1.27%▼ 4.32%
▲ 11.43%▼ 1.75%▼ 3.72%
Recent Activity
EMCOR Group
5.63%
▲ 22.44%
6
Buy
Mar 03, 2025
Sterling Construction
1.75%
▲ 0.58%
1
Open
Mar 03, 2025
Meta Platforms
1.68%
▲ 10.98%
10
Sell
Feb 27, 2025
Baker Hughes Company
1.72%
▲ 12.87%
4
Open
Feb 27, 2025
Novo Nordisk
1.7%
▲ 7.57%
5
Open
Feb 26, 2025
AppLovin
5.39%
▲ 209.50%
11
Buy
Feb 26, 2025
Vertiv Holdings
4.69%
▲ 4.30%
3
Buy
Feb 25, 2025
Block
2.04%
▼ 25.39%
3
Buy
Feb 25, 2025
KBR
2.93%
▼ 1.07%
2
Buy
Feb 25, 2025
Flowserve
―
▲ 33.04%
6
Close
Feb 20, 2025
Quanta Services
3.88%
▼ 10.66%
3
Buy
Feb 20, 2025
Caci International
―
▼ 26.44%
4
Close
Feb 20, 2025
Parsons
―
▼ 25.67%
6
Close
Feb 20, 2025
Kongsberg Gruppen ASA
6.46%
▲ 48.37%
2
Buy
Feb 14, 2025
Kinross Gold
―
▲ 19.28%
4
Close
Feb 14, 2025
Jabil
3.95%
▲ 51.62%
8
Buy
Feb 13, 2025
Powell Industries
2.76%
▲ 5.90%
8
Buy
Feb 13, 2025
HCA Healthcare
1.78%
▼ 6.99%
4
Open
Feb 13, 2025
VanEck Defense UCITS ETF
―
▲ 4.13%
6
Close
Feb 08, 2025
UBS (Irl) ETF Plc - Solactive Global Pure Gold Miners UCITS ETF
―
▲ 25.07%
3
Close
Feb 08, 2025