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Undervalued & Growthy: A Portfolio to Beat the S&P - New Portfolio
Ben Richter
Undervalued & Growthy: A Portfolio to Beat the S&PIndividual Investor
Ranked #58,347 out of 833,817 TipRanks' Investors
Success Rate
38 out of 57
profitable transactions
profitable transactions
Average Return
75.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.44%
6-Month Return▲ 26.65%
12-Month Return▲ 29.58%
YTD Return▲ 30.70%
Total Return▲ 84.23%
Best Trade
Bio
Undervalued & Growthy: a bundle to beat the S&P. Created December 10, 2020.
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 2.63%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.87%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.03%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 9.64%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.58%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.16%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.55%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 4.75%
Dec 2025
▲ 11.63%▲ 6.28%▲ 2.63%
▲ 9.25%▲ 5.14%▲ 2.87%
▲ 7.60%▲ 2.30%▲ 3.03%
▲ 2.76%▲ 2.05%▲ 9.64%
▲ 12.88%▲ 3.56%▲ 4.58%
▲ 10.96%▲ 2.38%▲ 1.16%
▼ 3.57%▲ 0.19%▲ 0.55%
▲ 1.45%▲ 1.32%▲ 4.75%
Recent Activity
Vital Energy
―
▼ 17.76%
2
Close
Dec 15, 2025
Crescent Energy Company Class A
0.35%
▼ 6.61%
1
Open
Dec 15, 2025
Kellanova
―
▲ 69.81%
2
Close
Dec 11, 2025
Hanesbrands
―
▼ 49.20%
2
Close
Nov 28, 2025
Gildan Activewear
0.4%
▲ 13.08%
1
Open
Nov 28, 2025
WK Kellogg Co
―
▲ 85.83%
2
Close
Sep 25, 2025
Splunk
―
▲ 1.06%
2
Close
Mar 15, 2024
VMware
―
▲ 22.45%
2
Close
Nov 21, 2023
Broadcom
6.75%
▲ 266.69%
1
Open
Nov 21, 2023
Intel
2.62%
▼ 19.57%
1
Open
Dec 11, 2020
Macerich
1.54%
▲ 105.92%
1
Open
Dec 11, 2020
Lloyds Banking
1.39%
▲ 278.01%
1
Open
Dec 11, 2020
Lockheed Martin
4.73%
▲ 54.07%
1
Open
Dec 11, 2020
Merck & Company
0.81%
▲ 58.97%
1
Open
Dec 11, 2020
Microsoft
14.26%
▲ 138.49%
1
Open
Dec 11, 2020
Northrop Grumman
1.62%
▲ 110.39%
1
Open
Dec 11, 2020
Philip Morris
1.36%
▲ 145.00%
1
Open
Dec 11, 2020
Starbucks
0.65%
▼ 8.11%
1
Open
Dec 11, 2020
Salesforce
2.77%
▲ 20.71%
1
Open
Dec 11, 2020
Sanofi
0.47%
▲ 16.46%
1
Open
Dec 11, 2020