tiprankstipranks

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #240,593 out of 781,107 TipRanks' Investors
Success Rate
56%
360 out of 643
profitable transactions
Average Return
9.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.30%
6-Month Return▲ 24.64%
12-Month Return▲ 67.48%
YTD Return▲ 5.46%
Total Return▲ 212.05%

Best Trade

Opened at
Closed at-
Gain▲ 402.33%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.74%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.83%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 15.88%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.72%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.46%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.74%
▲ 8.13%▲ 1.21%▲ 2.02%
▼ 13.14%▲ 2.34%▲ 2.83%
▲ 2.93%▲ 2.10%▲ 2.19%
▲ 10.00%▼ 0.89%▲ 4.89%
▲ 26.04%▲ 5.96%▲ 15.88%
▲ 5.93%▼ 2.41%▼ 6.72%
▲ 6.90%▲ 1.96%▲ 5.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
5.57%
▲ 27.08%
8
Buy
Jan 16, 2025
Jabil
3.01%
▲ 72.19%
7
Open
Dec 23, 2024
BONESUPPORT HOLDING AB
4.44%
▲ 7.23%
8
Buy
Dec 23, 2024
Celestica
5.66%
▲ 139.09%
4
Buy
Dec 23, 2024
AppLovin
4.83%
▲ 278.89%
9
Sell
Dec 23, 2024
Stride
4.57%
▲ 8.76%
5
Buy
Dec 23, 2024
Parsons
2.63%
▼ 1.17%
2
Buy
Dec 23, 2024
First Solar
1.68%
▼ 2.14%
3
Sell
Dec 23, 2024
NMI Holdings
1.64%
▲ 3.00%
1
Open
Dec 23, 2024
Howmet Aerospace
2.59%
▲ 166.95%
4
Sell
Dec 20, 2024
UBS (Irl) ETF Plc - Solactive Global Pure Gold Miners UCITS ETF
0%
▲ 12.09%
2
Sell
Dec 20, 2024
Xtrackers MSCI Fintech Innovation UCITS ETF Accum-IC- USD
0%
▼ 1.19%
2
Sell
Dec 20, 2024
Nu Holdings
3.28%
▲ 8.63%
7
Buy
Dec 19, 2024
Makemytrip
▲ 78.81%
4
Sell
Dec 19, 2024
Kinross Gold
3.19%
▲ 9.12%
2
Buy
Dec 19, 2024
Eagle Materials
▲ 9.70%
2
Close
Dec 16, 2024
VanEck Defense UCITS ETF
0%
▲ 2.51%
5
Sell
Dec 16, 2024
Block
1.49%
▼ 7.27%
1
Open
Dec 16, 2024
OSI Systems
1.5%
▼ 9.89%
1
Open
Dec 16, 2024
Powell Industries
4.57%
▲ 52.31%
6
Sell
Dec 09, 2024