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Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #238,228 out of 807,472 TipRanks' Investors
Success Rate
57%
390 out of 678
profitable transactions
Average Return
10.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.95%
6-Month Return▲ 29.94%
12-Month Return▲ 51.16%
YTD Return▲ 31.17%
Total Return▲ 286.20%

Best Trade

Opened at
Closed at-
Gain▲ 417.59%

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

15.69%0-15.69%
▲ 5.10%
▼ 2.41%
▼ 5.85%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.29%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.66%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 8.66%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 15.69%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.15%
Jun 2025
▲ 2.60%
▲ 1.01%
▲ 1.58%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.85%
▲ 6.03%▲ 2.69%▲ 7.65%
▼ 12.86%▼ 1.27%▼ 4.29%
▼ 1.80%▼ 5.57%▼ 8.66%
▲ 1.84%▼ 0.87%▲ 8.66%
▲ 12.20%▲ 6.28%▲ 15.69%
▲ 6.24%▲ 5.14%▲ 9.15%
▲ 2.60%▲ 1.01%▲ 1.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mueller Industries
2.2%
▲ 21.84%
3
Open
Jul 08, 2025
Powell Industries
▲ 28.43%
9
Close
Jul 08, 2025
KBR
▼ 4.43%
3
Close
Jul 08, 2025
AlzChem Group AG
2.22%
0.00%
1
Open
Jul 08, 2025
Howmet Aerospace
2.31%
▲ 287.05%
5
Sell
May 19, 2025
Nvidia
3.78%
▲ 39.08%
9
Sell
May 19, 2025
Elbit Systems
2.74%
▲ 12.56%
1
Open
May 19, 2025
KLA
3.28%
▲ 13.68%
8
Buy
May 13, 2025
EMCOR Group
3.48%
▲ 72.53%
7
Sell
May 13, 2025
NICE
2.11%
▼ 14.89%
5
Open
May 13, 2025
Kongsberg Gruppen
3.47%
▲ 67.06%
3
Sell
May 13, 2025
HCA Healthcare
2.79%
▲ 0.79%
5
Buy
May 13, 2025
Krones AG
2.67%
▲ 1.70%
2
Buy
May 13, 2025
Novo Nordisk
2.41%
▲ 0.16%
7
Buy
May 09, 2025
BONESUPPORT HOLDING AB
2.33%
▼ 4.21%
9
Sell
May 09, 2025
Baker Hughes Company
▲ 8.17%
6
Close
May 09, 2025
Invesco Quantitative Strategies ESG Global Equity Multi-factor UCITS ETF Accum Shs USD
▼ 0.01%
3
Close
May 09, 2025
Caci International
1.9%
▼ 16.99%
5
Open
May 08, 2025
VanEck Video Gaming and eSports ETF
▲ 12.06%
2
Close
May 08, 2025
Block
▼ 37.09%
4
Close
May 08, 2025