Undervalued & Growthy: A Portfolio to Beat the S&P - New Portfolio
Ben Richter
Undervalued & Growthy: A Portfolio to Beat the S&PIndividual Investor
Ranked #53,128 out of 863,620 TipRanks' Investors
Success Rate
39 out of 57
profitable transactions
profitable transactions
Average Return
94.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.56%
6-Month Return▲ 11.59%
12-Month Return▲ 37.69%
YTD Return▲ 6.32%
Total Return▲ 94.82%
Best Trade
Bio
Undervalued & Growthy: a bundle to beat the S&P. Created December 10, 2020.
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 1.08%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.71%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.80%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.02%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 1.31%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 7.60%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.47%
Apr 2026
▲ 10.00%
▲ 3.75%
▲ 0.67%
May 2026
▲ 10.96%▲ 2.38%▲ 1.08%
▼ 3.68%▲ 0.19%▲ 0.71%
▼ 0.10%▲ 0.08%▲ 3.80%
▲ 4.06%▲ 1.47%▲ 4.02%
▼ 1.26%▼ 0.86%▲ 1.31%
▼ 0.25%▼ 4.94%▼ 7.60%
▲ 16.06%▲ 10.51%▲ 8.47%
▲ 10.00%▲ 3.75%▲ 0.67%
Recent Activity
Vital Energy
―
▼ 17.76%
2
Close
Dec 15, 2025
Crescent Energy Company Class A
0.53%
▲ 50.89%
1
Open
Dec 15, 2025
Kellanova
―
▲ 69.81%
2
Close
Dec 11, 2025
Hanesbrands
―
▼ 49.20%
2
Close
Nov 28, 2025
Gildan Activewear
0.35%
▲ 5.15%
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
7.63%
▲ 334.52%
1
Open
Nov 21, 2023
Intel
8.28%
▲ 166.56%
1
Open
Dec 11, 2020
Macerich
1.71%
▲ 141.85%
1
Open
Dec 11, 2020
Lloyds Banking
1.34%
▲ 289.25%
1
Open
Dec 11, 2020
Lockheed Martin
4.96%
▲ 70.02%
1
Open
Dec 11, 2020
Merck & Company
0.89%
▲ 84.15%
1
Open
Dec 11, 2020
Microsoft
11.68%
▲ 105.46%
1
Open
Dec 11, 2020
Northrop Grumman
1.48%
▲ 101.36%
1
Open
Dec 11, 2020
Philip Morris
1.51%
▲ 189.86%
1
Open
Dec 11, 2020
Starbucks
0.75%
▲ 13.42%
1
Open
Dec 11, 2020
Salesforce
1.79%
▼ 17.85%
1
Open
Dec 11, 2020
Sanofi
0.41%
▲ 10.89%
1
Open
Dec 11, 2020