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Value with growth - New Portfolio

PerformancePortfolio Details

lbbwler

Value with growth
Individual Investor
Ranked #233,694 out of 858,885 TipRanks' Investors
Success Rate
58%
451 out of 774
profitable transactions
Average Return
15.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.51%
6-Month Return▲ 32.42%
12-Month Return▲ 119.86%
YTD Return▲ 19.93%
Total Return▲ 517.12%

Best Trade

AssetCelestica (CLS)
Opened at
Closed at-
Gain▲ 866.20%

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

14.19%0-14.19%
▲ 12.88%
▲ 3.56%
▲ 11.99%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.78%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.50%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.67%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 11.57%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 13.83%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 14.19%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 10.05%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 11.99%
▲ 10.96%▲ 2.38%▲ 6.78%
▼ 3.68%▲ 0.19%▲ 3.50%
▼ 0.10%▲ 0.08%▲ 0.67%
▲ 4.06%▲ 1.47%▲ 11.57%
▼ 1.12%▼ 0.86%▲ 13.83%
▲ 0.60%▼ 4.94%▼ 14.19%
▲ 4.89%▲ 4.48%▲ 10.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVDA
Nvidia
3.03%
▲ 40.58%
13
Sell
Mar 28, 2026
PAAS
Pan American Silver
3.43%
▲ 63.90%
3
Sell
Mar 28, 2026
AG
First Majestic Silver
2.2%
▲ 46.37%
5
Sell
Mar 28, 2026
EDR
Endeavour Silver
0.96%
▼ 4.61%
6
Sell
Mar 28, 2026
OGC
OceanaGold
2.46%
▼ 1.80%
3
Sell
Mar 28, 2026
SN
SharkNinja, Inc.
0.71%
▲ 17.88%
1
Open
Mar 28, 2026
CLS
Celestica
4.42%
▲ 407.41%
8
Buy
Mar 04, 2026
EQX
Equinox Gold
2.83%
▼ 4.35%
2
Buy
Mar 04, 2026
CDE
Coeur Mining
2.1%
▲ 27.81%
5
Open
Mar 03, 2026
HL
Hecla Mining Company
―
▲ 66.59%
5
Close
Mar 03, 2026
NGD
New Gold
―
▲ 71.09%
4
Close
Mar 03, 2026
ERO
Ero Copper
―
▲ 15.89%
5
Close
Mar 03, 2026
TXG
Torex Gold Resources
2.75%
▼ 5.23%
5
Buy
Mar 03, 2026
SVM
Silvercorp Metals
3.95%
▲ 8.51%
4
Buy
Mar 03, 2026
SSRM
SSR Mining
1.56%
▲ 14.52%
1
Open
Mar 03, 2026
FSLR
First Solar
―
▼ 23.63%
8
Close
Feb 25, 2026
TSM
TSMC
1.31%
▲ 6.09%
3
Open
Feb 20, 2026
CTSH
Cognizant
―
▼ 22.24%
2
Close
Feb 20, 2026
HBM
Hudbay Minerals
―
▲ 16.57%
2
Close
Feb 20, 2026
GOOGL
Alphabet Class A
―
▲ 8.58%
9
Close
Feb 17, 2026