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Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #232,419 out of 800,430 TipRanks' Investors
Success Rate
56%
377 out of 677
profitable transactions
Average Return
9.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.98%
6-Month Return▲ 5.90%
12-Month Return▲ 44.44%
YTD Return▲ 13.95%
Total Return▲ 235.68%

Best Trade

Opened at
Closed at-
Gain▲ 425.83%

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

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 4.46%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 14.84%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.92%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 7.75%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.29%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.65%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 8.62%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 11.37%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 4.46%
▲ 25.97%▲ 5.96%▲ 14.84%
▲ 5.42%▼ 2.41%▼ 5.92%
▲ 6.01%▲ 2.69%▲ 7.75%
▼ 12.86%▼ 1.27%▼ 4.29%
▼ 1.80%▼ 5.57%▼ 8.65%
▲ 1.76%▼ 0.87%▲ 8.62%
▲ 11.20%▲ 5.11%▲ 11.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Howmet Aerospace
2.28%
▲ 247.24%
5
Sell
May 19, 2025
Nvidia
3.37%
▲ 24.27%
9
Sell
May 19, 2025
Elbit Systems
2.62%
▼ 2.34%
1
Open
May 19, 2025
KLA
3.05%
▲ 7.22%
8
Buy
May 13, 2025
EMCOR Group
3.25%
▲ 46.47%
7
Sell
May 13, 2025
NICE
2.19%
▼ 16.38%
5
Open
May 13, 2025
Kongsberg Gruppen ASA
3.56%
▲ 61.06%
3
Sell
May 13, 2025
HCA Healthcare
3.1%
▲ 1.17%
5
Buy
May 13, 2025
Krones AG
2.9%
▲ 2.43%
2
Buy
May 13, 2025
Novo Nordisk
2.64%
▲ 2.20%
7
Buy
May 09, 2025
BONESUPPORT HOLDING AB
2.48%
▼ 4.35%
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
2.04%
▼ 17.88%
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
Sterling Construction
3.47%
▲ 25.64%
2
Buy
May 08, 2025
Stride
5.16%
▲ 32.06%
7
Buy
May 06, 2025
First Solar
▼ 25.07%
6
Close
May 06, 2025
Vertiv Holdings
5.09%
▲ 29.48%
4
Buy
Apr 15, 2025