tiprankstipranks

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #236,144 out of 770,014 TipRanks' Investors
Success Rate
57%
354 out of 624
profitable transactions
Average Return
9.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.55%
6-Month Return▲ 32.57%
12-Month Return▲ 86.03%
YTD Return▲ 71.59%
Total Return▲ 214.58%

Best Trade

Opened at
Closed at-
Gain▲ 368.95%

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

31.73%0-31.73%
▼ 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
▲ 5.70%
▼ 0.89%
▲ 5.15%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 15.29%
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%
▲ 5.70%▼ 0.89%▲ 5.15%
▲ 31.73%▲ 4.73%▲ 15.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VanEck Defense UCITS ETF
2.77%
▼ 2.41%
3
Sell
Nov 25, 2024
First Solar
2.18%
0.00%
1
Open
Nov 25, 2024
Howmet Aerospace
3.74%
▲ 146.79%
3
Sell
Nov 22, 2024
EMCOR Group
3.3%
▲ 124.40%
3
Sell
Nov 22, 2024
Nvidia
4.15%
▲ 39.60%
6
Buy
Nov 22, 2024
Newmont Mining
▼ 20.87%
2
Close
Nov 22, 2024
UBS (Irl) ETF Plc - Solactive Global Pure Gold Miners UCITS ETF
1.72%
▲ 5.19%
1
Open
Nov 22, 2024
Parsons
1.58%
▼ 2.34%
1
Open
Nov 22, 2024
Caci International
2.53%
▼ 2.34%
1
Open
Nov 21, 2024
Powell Industries
7.12%
▲ 58.76%
5
Buy
Nov 20, 2024
AppLovin
8.77%
▲ 253.71%
7
Sell
Nov 11, 2024
Transdigm Group
▼ 4.30%
2
Close
Nov 08, 2024
Fiserv
3.45%
▲ 47.15%
5
Open
Nov 07, 2024
Comfort Systems
3.79%
▲ 54.26%
4
Open
Nov 07, 2024
Mercadolibre
▼ 3.76%
3
Close
Nov 07, 2024
Stride
3.15%
▲ 3.08%
4
Buy
Nov 07, 2024
Meta Platforms
3.13%
▲ 2.27%
9
Buy
Nov 01, 2024
ATI
▼ 0.98%
6
Close
Nov 01, 2024
Flowserve
3.49%
▲ 42.69%
4
Buy
Nov 01, 2024
HCA Healthcare
▼ 8.96%
3
Close
Nov 01, 2024