tiprankstipranks
Trending News
More News >

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #252,204 out of 818,098 TipRanks' Investors
Success Rate
58%
402 out of 698
profitable transactions
Average Return
13.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.33%
6-Month Return▲ 50.24%
12-Month Return▲ 73.48%
YTD Return▲ 48.65%
Total Return▲ 337.64%

Best Trade

Opened at
Closed at-
Gain▲ 754.00%

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

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 2.81%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.00%
Aug 2025
▲ 8.72%
▲ 1.92%
▲ 6.64%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.87%▲ 2.30%▲ 2.81%
▲ 4.87%▲ 2.05%▲ 5.00%
▲ 8.72%▲ 1.92%▲ 6.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SSR Mining
2.4%
▼ 1.53%
1
Open
Sep 11, 2025
Kinross Gold
2.46%
▲ 3.94%
1
Open
Sep 09, 2025
HCA Healthcare
▲ 8.69%
7
Close
Sep 08, 2025
Pan American Silver
3%
▲ 2.83%
1
Open
Sep 08, 2025
Hudbay Minerals
3.09%
▲ 6.41%
1
Open
Sep 05, 2025
KLA
▲ 10.21%
9
Close
Sep 03, 2025
Trane Technologies
▲ 1.53%
2
Close
Sep 03, 2025
AlzChem Group AG
▼ 9.40%
3
Close
Sep 02, 2025
Coeur Mining
3.53%
▲ 18.10%
1
Open
Aug 29, 2025
OSI Systems
▲ 19.93%
3
Close
Aug 22, 2025
Adobe
1.9%
▼ 3.20%
3
Open
Aug 20, 2025
EMCOR Group
2.59%
▲ 98.77%
8
Sell
Aug 20, 2025
Netflix
2.93%
▲ 95.02%
4
Sell
Aug 20, 2025
Caci International
▼ 16.90%
6
Close
Aug 20, 2025
Palantir Technologies
2.19%
▲ 9.88%
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
2.28%
▲ 2.52%
8
Open
Aug 14, 2025
Arista Networks
1.95%
▲ 73.56%
6
Open
Aug 14, 2025
Rambus
2.16%
▲ 13.20%
1
Open
Aug 14, 2025