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Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #266,162 out of 821,449 TipRanks' Investors
Success Rate
57%
401 out of 699
profitable transactions
Average Return
14.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.11%
6-Month Return▲ 80.27%
12-Month Return▲ 70.70%
YTD Return▲ 54.44%
Total Return▲ 355.05%

Best Trade

Opened at
Closed at-
Gain▲ 901.85%

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%
▼ 6.38%
▼ 5.57%
▼ 8.65%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 8.66%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 15.69%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.15%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.81%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.00%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.99%
Sep 2025
▲ 1.27%
▲ 0.45%
▼ 1.06%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.65%
▲ 0.80%▼ 0.87%▲ 8.66%
▲ 11.63%▲ 6.28%▲ 15.69%
▲ 9.25%▲ 5.14%▲ 9.15%
▲ 7.60%▲ 2.30%▲ 2.81%
▲ 2.76%▲ 2.05%▲ 5.00%
▲ 12.88%▲ 3.56%▲ 11.99%
▲ 1.27%▲ 0.45%▼ 1.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Agnico Eagle
2.86%
▲ 5.14%
1
Open
Sep 23, 2025
Stride
▲ 19.33%
9
Close
Sep 17, 2025
SSR Mining
2.38%
▲ 3.62%
1
Open
Sep 11, 2025
Kinross Gold
2.51%
▲ 12.55%
1
Open
Sep 09, 2025
HCA Healthcare
▲ 8.69%
7
Close
Sep 08, 2025
Pan American Silver
3.03%
▲ 10.30%
1
Open
Sep 08, 2025
Hudbay Minerals
3.4%
▲ 24.63%
1
Open
Sep 05, 2025
KLA
▲ 10.21%
9
Close
Sep 03, 2025
Trane Technologies
▲ 1.53%
2
Close
Sep 03, 2025
AlzChem Group AG
▼ 9.40%
3
Close
Sep 02, 2025
Coeur Mining
4.04%
▲ 42.43%
1
Open
Aug 29, 2025
OSI Systems
▲ 19.93%
3
Close
Aug 22, 2025
Adobe
1.79%
▼ 3.57%
3
Open
Aug 20, 2025
EMCOR Group
2.55%
▲ 106.77%
8
Sell
Aug 20, 2025
Netflix
2.7%
▲ 89.26%
4
Sell
Aug 20, 2025
Caci International
▼ 16.90%
6
Close
Aug 20, 2025
Palantir Technologies
2.09%
▲ 10.94%
1
Open
Aug 20, 2025
BONESUPPORT HOLDING AB
▼ 4.85%
11
Close
Aug 16, 2025
Gen Digital
▲ 13.31%
4
Close
Aug 15, 2025
Alphabet Class A
2.2%
▲ 2.97%
8
Open
Aug 14, 2025