Undervalued & Growthy: A Portfolio to Beat the S&P - New Portfolio
Ben Richter
Undervalued & Growthy: A Portfolio to Beat the S&PIndividual Investor
Ranked #43,777 out of 858,885 TipRanks' Investors
Success Rate
39 out of 57
profitable transactions
profitable transactions
Average Return
84.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.43%
6-Month Return▲ 7.93%
12-Month Return▲ 40.90%
YTD Return▲ 1.39%
Total Return▲ 84.90%
Best Trade
Bio
Undervalued & Growthy: a bundle to beat the S&P. Created December 10, 2020.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.58%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.52%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.74%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.66%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.37%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.79%
Apr 2026
▲ 12.88%▲ 3.56%▲ 4.58%
▲ 10.96%▲ 2.38%▲ 1.16%
▼ 3.68%▲ 0.19%▲ 0.52%
▼ 0.10%▲ 0.08%▲ 3.72%
▲ 4.06%▲ 1.47%▲ 3.74%
▼ 1.12%▼ 0.86%▲ 1.66%
▲ 0.60%▼ 4.94%▼ 7.37%
▲ 4.89%▲ 4.48%▲ 3.79%
Recent Activity
Vital Energy
―
▼ 17.76%
2
Close
Dec 15, 2025
Crescent Energy Company Class A
0.55%
▲ 44.30%
1
Open
Dec 15, 2025
Kellanova
―
▲ 69.81%
2
Close
Dec 11, 2025
Hanesbrands
―
▼ 49.20%
2
Close
Nov 28, 2025
Gildan Activewear
0.38%
▲ 4.06%
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
7.34%
▲ 289.84%
1
Open
Nov 21, 2023
Intel
4.62%
▲ 38.75%
1
Open
Dec 11, 2020
Macerich
1.77%
▲ 133.66%
1
Open
Dec 11, 2020
Lloyds Banking
1.47%
▲ 298.69%
1
Open
Dec 11, 2020
Lockheed Martin
6.12%
▲ 95.69%
1
Open
Dec 11, 2020
Merck & Company
0.95%
▲ 82.66%
1
Open
Dec 11, 2020
Microsoft
11.09%
▲ 81.24%
1
Open
Dec 11, 2020
Northrop Grumman
1.92%
▲ 144.18%
1
Open
Dec 11, 2020
Philip Morris
1.37%
▲ 146.09%
1
Open
Dec 11, 2020
Starbucks
0.76%
▲ 5.64%
1
Open
Dec 11, 2020
Salesforce
1.76%
▼ 24.74%
1
Open
Dec 11, 2020
Sanofi
0.47%
▲ 12.61%
1
Open
Dec 11, 2020