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Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #261,773 out of 814,913 TipRanks' Investors
Success Rate
57%
396 out of 693
profitable transactions
Average Return
11.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.89%
6-Month Return▲ 31.59%
12-Month Return▲ 56.55%
YTD Return▲ 37.28%
Total Return▲ 304.18%

Best Trade

Opened at
Closed at-
Gain▲ 548.10%

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

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 7.66%
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
▲ 27.88%
▲ 2.30%
▲ 2.86%
Jul 2025
▲ 4.93%
▲ 2.09%
▲ 3.36%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 7.66%
▼ 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%
▲ 27.88%▲ 2.30%▲ 2.86%
▲ 4.93%▲ 2.09%▲ 3.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
OSI Systems
▲ 19.93%
3
Close
Aug 22, 2025
Adobe
2.17%
▼ 1.40%
3
Open
Aug 20, 2025
EMCOR Group
2.77%
▲ 92.81%
8
Sell
Aug 20, 2025
Netflix
3.28%
▲ 97.68%
4
Sell
Aug 20, 2025
Caci International
▼ 16.90%
6
Close
Aug 20, 2025
Palantir Technologies
2.23%
▲ 1.75%
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
2.15%
▼ 0.92%
8
Open
Aug 14, 2025
Arista Networks
2.05%
▲ 72.06%
6
Open
Aug 14, 2025
Rambus
2.04%
▼ 2.93%
1
Open
Aug 14, 2025
Lundin Gold
8.12%
▲ 72.66%
2
Buy
Aug 06, 2025
Mueller Industries
4.11%
▲ 22.00%
4
Buy
Aug 04, 2025
Howmet Aerospace
▲ 286.50%
7
Close
Aug 04, 2025
Novo Nordisk
▼ 14.42%
10
Close
Aug 04, 2025
NICE
▼ 17.31%
7
Close
Aug 04, 2025
Krones AG
▼ 7.22%
4
Close
Aug 04, 2025
AlzChem Group AG
3.31%
▼ 5.98%
2
Buy
Aug 04, 2025
Fiserv
2.15%
▲ 26.34%
6
Buy
Aug 01, 2025
Flowserve
2.09%
▲ 24.65%
7
Open
Aug 01, 2025