tiprankstipranks
Trending News
More News >

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #261,852 out of 825,113 TipRanks' Investors
Success Rate
57%
404 out of 703
profitable transactions
Average Return
15.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.87%
6-Month Return▲ 59.76%
12-Month Return▲ 75.34%
YTD Return▲ 63.20%
Total Return▲ 380.87%

Best Trade

Opened at
Closed at-
Gain▲ 809.76%

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%
▼ 8.66%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 8.66%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 15.69%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.12%
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
▲ 5.77%
▲ 1.66%
▲ 4.58%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.66%
▲ 0.80%▼ 0.87%▲ 8.66%
▲ 11.63%▲ 6.28%▲ 15.69%
▲ 9.25%▲ 5.14%▲ 9.12%
▲ 7.60%▲ 2.30%▲ 2.81%
▲ 2.76%▲ 2.05%▲ 5.00%
▲ 12.88%▲ 3.56%▲ 11.99%
▲ 5.77%▲ 1.66%▲ 4.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
3.13%
▼ 3.29%
6
Open
Oct 10, 2025
Jabil
2.29%
▲ 69.81%
9
Sell
Oct 10, 2025
Netflix
1.94%
▲ 79.64%
5
Sell
Oct 10, 2025
Adobe
▼ 3.28%
4
Close
Oct 08, 2025
Fiserv
▲ 22.33%
7
Close
Oct 08, 2025
Flowserve
▲ 24.22%
8
Close
Oct 08, 2025
Robinhood
2.59%
▼ 7.34%
1
Open
Oct 08, 2025
Kongsberg Gruppen
▲ 44.12%
4
Close
Oct 07, 2025
Endeavour Mining
1.81%
▲ 5.52%
1
Open
Oct 07, 2025
Meta Platforms
▲ 16.49%
12
Close
Oct 06, 2025
Hecla Mining Company
1.87%
▲ 3.85%
1
Open
Oct 06, 2025
Agnico Eagle
2.73%
▲ 1.70%
1
Open
Sep 23, 2025
Stride
▲ 19.33%
9
Close
Sep 17, 2025
SSR Mining
2.3%
▲ 1.81%
1
Open
Sep 11, 2025
Kinross Gold
2.38%
▲ 8.13%
1
Open
Sep 09, 2025
HCA Healthcare
▲ 8.69%
7
Close
Sep 08, 2025
Pan American Silver
2.79%
▲ 3.00%
1
Open
Sep 08, 2025
Hudbay Minerals
3.39%
▲ 25.71%
1
Open
Sep 05, 2025
KLA
▲ 10.21%
9
Close
Sep 03, 2025
Trane Technologies
▲ 1.53%
2
Close
Sep 03, 2025