tiprankstipranks

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #257,113 out of 783,334 TipRanks' Investors
Success Rate
56%
357 out of 643
profitable transactions
Average Return
8.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.16%
6-Month Return▲ 22.91%
12-Month Return▲ 58.51%
YTD Return▲ 3.16%
Total Return▲ 205.26%

Best Trade

Opened at
Closed at-
Gain▲ 437.55%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.74%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.83%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 15.88%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.72%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 3.16%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.74%
▲ 8.13%▲ 1.21%▲ 2.02%
▼ 13.14%▲ 2.34%▲ 2.83%
▲ 2.93%▲ 2.10%▲ 2.19%
▲ 9.99%▼ 0.89%▲ 4.89%
▲ 26.04%▲ 5.96%▲ 15.88%
▲ 5.93%▼ 2.41%▼ 6.72%
▲ 3.19%▲ 2.68%▲ 3.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
OSI Systems
2.81%
▲ 6.55%
2
Buy
Jan 29, 2025
Makemytrip
▲ 66.73%
5
Close
Jan 21, 2025
Nvidia
5.01%
▲ 20.40%
8
Buy
Jan 16, 2025
Jabil
2.97%
▲ 71.86%
7
Open
Dec 23, 2024
BONESUPPORT HOLDING AB
4.12%
▲ 2.20%
8
Buy
Dec 23, 2024
Celestica
5.56%
▲ 112.10%
4
Buy
Dec 23, 2024
AppLovin
5.3%
▲ 305.45%
9
Sell
Dec 23, 2024
Stride
5.35%
▲ 19.17%
5
Buy
Dec 23, 2024
Parsons
2.18%
▼ 17.13%
2
Buy
Dec 23, 2024
First Solar
1.56%
▼ 15.77%
3
Sell
Dec 23, 2024
NMI Holdings
1.72%
▲ 5.27%
1
Open
Dec 23, 2024
Howmet Aerospace
2.64%
▲ 169.21%
4
Sell
Dec 20, 2024
UBS (Irl) ETF Plc - Solactive Global Pure Gold Miners UCITS ETF
0%
▲ 12.46%
2
Sell
Dec 20, 2024
Xtrackers MSCI Fintech Innovation UCITS ETF Accum-IC- USD
0%
▲ 0.65%
2
Sell
Dec 20, 2024
Nu Holdings
3.9%
▲ 18.24%
7
Buy
Dec 19, 2024
Kinross Gold
3.5%
▲ 17.69%
2
Buy
Dec 19, 2024
Eagle Materials
▲ 9.70%
2
Close
Dec 16, 2024
VanEck Defense UCITS ETF
0%
▼ 0.65%
5
Sell
Dec 16, 2024
Block
1.62%
▼ 4.00%
1
Open
Dec 16, 2024
Powell Industries
3.8%
▲ 45.34%
6
Sell
Dec 09, 2024