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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&P
Individual Investor
Ranked #43,350 out of 851,665 TipRanks' Investors
Success Rate
72%
41 out of 57
profitable transactions
Average Return
83.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.14%
6-Month Return▲ 24.39%
12-Month Return▲ 28.56%
YTD Return▲ 3.87%
Total Return▲ 89.50%

Best Trade

Opened at
Closed at-
Gain▲ 1130.69%

Bio

Undervalued & Growthy: a bundle to beat the S&P. Created December 10, 2020.

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 0.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.81%
Dec 2025
▲ 5.61%
▲ 1.98%
▲ 3.87%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▲ 0.47%
▼ 0.10%▲ 0.08%▲ 3.81%
▲ 5.61%▲ 1.98%▲ 3.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vital Energy
▼ 17.76%
2
Close
Dec 15, 2025
Crescent Energy Company Class A
0.38%
▲ 3.70%
1
Open
Dec 15, 2025
Kellanova
▲ 69.81%
2
Close
Dec 11, 2025
Hanesbrands
▼ 49.20%
2
Close
Nov 28, 2025
Gildan Activewear
0.41%
▲ 17.75%
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
6.27%
▲ 248.91%
1
Open
Nov 21, 2023
Intel
3.45%
▲ 8.50%
1
Open
Dec 11, 2020
Macerich
1.41%
▲ 93.49%
1
Open
Dec 11, 2020
Lloyds Banking
1.48%
▲ 312.06%
1
Open
Dec 11, 2020
Lockheed Martin
5.68%
▲ 89.44%
1
Open
Dec 11, 2020
Merck & Company
0.8%
▲ 59.64%
1
Open
Dec 11, 2020
Microsoft
13.74%
▲ 135.37%
1
Open
Dec 11, 2020
Northrop Grumman
1.87%
▲ 148.96%
1
Open
Dec 11, 2020
Philip Morris
1.46%
▲ 171.48%
1
Open
Dec 11, 2020
Starbucks
0.71%
▲ 3.40%
1
Open
Dec 11, 2020
Salesforce
2.32%
▲ 3.74%
1
Open
Dec 11, 2020
Sanofi
0.44%
▲ 10.23%
1
Open
Dec 11, 2020