Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #219,136 out of 766,001 TipRanks' Investors
Success Rate
57%
354 out of 617
profitable transactions
Average Return
8.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.63%
6-Month Return▲ 33.39%
12-Month Return▲ 92.26%
YTD Return▲ 68.81%
Total Return▲ 209.48%

Best Trade

Opened at
Closed at-
Gain▲ 325.55%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.49%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 5.10%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 13.47%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.14%
▲ 11.46%▲ 5.06%▲ 8.42%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 25.72%▲ 1.21%▲ 1.49%
▼ 4.22%▲ 2.34%▲ 2.78%
▲ 7.82%▲ 2.10%▲ 2.19%
▲ 6.02%▼ 0.89%▲ 5.10%
▲ 5.59%▲ 5.20%▲ 13.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VanEck Defense UCITS ETF
5.83%
▲ 8.23%
2
Buy
Nov 08, 2024
Transdigm Group
▼ 4.30%
2
Close
Nov 08, 2024
Fiserv
3.46%
▲ 45.38%
5
Open
Nov 07, 2024
Comfort Systems
3.69%
▲ 51.74%
4
Open
Nov 07, 2024
Mercadolibre
▼ 3.76%
3
Close
Nov 07, 2024
Stride
3.18%
▲ 0.17%
4
Buy
Nov 07, 2024
Nvidia
▲ 84.46%
4
Close
Nov 06, 2024
Meta Platforms
3.42%
▲ 5.07%
9
Buy
Nov 01, 2024
ATI
▼ 0.98%
6
Close
Nov 01, 2024
Flowserve
3.63%
▲ 38.15%
4
Buy
Nov 01, 2024
HCA Healthcare
▼ 8.96%
3
Close
Nov 01, 2024
Quanta Services
3.55%
▲ 18.79%
2
Buy
Nov 01, 2024
Progressive
▼ 4.30%
3
Close
Nov 01, 2024
Arch Capital Group
▼ 13.57%
2
Close
Nov 01, 2024
Gen Digital
3.23%
▲ 4.94%
2
Buy
Nov 01, 2024
AppLovin
11.91%
▲ 220.97%
6
Buy
Oct 23, 2024
Lundin Gold
2.99%
▼ 6.58%
1
Open
Oct 21, 2024
Makemytrip
3.69%
▲ 78.84%
3
Sell
Oct 16, 2024
Invesco Quantitative Strategies ESG Global Equity Multi-factor UCITS ETF Accum Shs USD
1.88%
▲ 0.66%
1
Open
Oct 15, 2024
General Dynamics
▲ 2.85%
2
Close
Oct 14, 2024