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Value with growth - New Portfolio
lbbwler
Value with growthIndividual Investor
Ranked #259,302 out of 811,028 TipRanks' Investors
Success Rate
384 out of 681
profitable transactions
profitable transactions
Average Return
11.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.69%
6-Month Return▲ 23.39%
12-Month Return▲ 60.99%
YTD Return▲ 32.83%
Total Return▲ 291.08%
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
28.41%0-28.41%
▲ 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
▲ 28.41%
▲ 2.69%
▲ 2.87%
Jul 2025
▲ 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%
▲ 28.41%▲ 2.69%▲ 2.87%
Recent Activity
Novo Nordisk
2.78%
▼ 12.25%
8
Buy
Jul 29, 2025
Meta Platforms
2.48%
▲ 13.98%
11
Buy
Jul 14, 2025
Stride
2.65%
▲ 12.44%
8
Sell
Jul 14, 2025
Mueller Industries
2.22%
▲ 23.45%
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
1.95%
▼ 7.90%
1
Open
Jul 08, 2025
Howmet Aerospace
2.4%
▲ 309.92%
5
Sell
May 19, 2025
Nvidia
4.08%
▲ 46.88%
9
Sell
May 19, 2025
Elbit Systems
2.72%
▲ 14.03%
1
Open
May 19, 2025
KLA
3.22%
▲ 13.76%
8
Buy
May 13, 2025
EMCOR Group
3.99%
▲ 102.01%
7
Sell
May 13, 2025
NICE
1.94%
▼ 16.51%
5
Open
May 13, 2025
Kongsberg Gruppen
2.82%
▲ 40.33%
3
Sell
May 13, 2025
HCA Healthcare
2.56%
▼ 2.63%
5
Buy
May 13, 2025
Krones AG
2.41%
▼ 4.88%
2
Buy
May 13, 2025
BONESUPPORT HOLDING AB
2.63%
▲ 3.15%
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
1.8%
▼ 18.15%
5
Open
May 08, 2025