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Value with growth - New Portfolio
lbbwler
Value with growthIndividual Investor
Ranked #221,520 out of 796,734 TipRanks' Investors
Success Rate
356 out of 666
profitable transactions
profitable transactions
Average Return
6.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.77%
6-Month Return▲ 0.94%
12-Month Return▲ 29.26%
YTD Return▼ 5.22%
Total Return▲ 179.16%
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
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.46%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 14.84%
Nov 2024
▲ 5.36%
▼ 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%
▼ 8.66%
Mar 2025
▼ 3.93%
▼ 5.75%
▲ 0.61%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.19%
▲ 10.00%▼ 0.89%▲ 4.46%
▲ 25.98%▲ 5.96%▲ 14.84%
▲ 5.36%▼ 2.41%▼ 5.92%
▲ 6.01%▲ 2.69%▲ 7.75%
▼ 12.86%▼ 1.27%▼ 4.29%
▼ 1.80%▼ 5.57%▼ 8.66%
▼ 3.93%▼ 5.75%▲ 0.61%
Recent Activity
Novo Nordisk
1.28%
▼ 4.61%
6
Buy
Apr 16, 2025
Vertiv Holdings
4.13%
▼ 10.25%
4
Buy
Apr 15, 2025
First Solar
2.62%
▼ 19.99%
5
Buy
Mar 15, 2025
EMCOR Group
5.56%
▲ 17.86%
6
Buy
Mar 03, 2025
Sterling Construction
1.96%
▲ 10.16%
1
Open
Mar 03, 2025
Meta Platforms
1.35%
▼ 5.11%
10
Sell
Feb 27, 2025
Baker Hughes Company
1.58%
▲ 9.42%
4
Open
Feb 27, 2025
AppLovin
4.02%
▲ 124.83%
11
Buy
Feb 26, 2025
Block
1.91%
▼ 31.79%
3
Buy
Feb 25, 2025
KBR
3.1%
▲ 2.20%
2
Buy
Feb 25, 2025
Flowserve
―
▲ 33.04%
6
Close
Feb 20, 2025
Quanta Services
4.18%
▼ 6.25%
3
Buy
Feb 20, 2025
Caci International
―
▼ 26.44%
4
Close
Feb 20, 2025
Parsons
―
▼ 25.67%
6
Close
Feb 20, 2025
Kongsberg Gruppen ASA
6.75%
▲ 39.58%
2
Buy
Feb 14, 2025
Kinross Gold
―
▲ 19.45%
4
Close
Feb 14, 2025
Jabil
3.82%
▲ 49.49%
8
Buy
Feb 13, 2025
Powell Industries
3.02%
▲ 9.69%
8
Buy
Feb 13, 2025
HCA Healthcare
1.91%
▼ 5.62%
4
Open
Feb 13, 2025
VanEck Defense UCITS ETF
―
▲ 4.13%
6
Close
Feb 08, 2025