tiprankstipranks

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #259,689 out of 788,174 TipRanks' Investors
Success Rate
56%
364 out of 653
profitable transactions
Average Return
9.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.04%
6-Month Return▲ 29.21%
12-Month Return▲ 64.74%
YTD Return▲ 12.04%
Total Return▲ 232.21%

Best Trade

Opened at
Closed at-
Gain▲ 560.32%

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%
▲ 8.13%
▲ 1.21%
▲ 2.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.83%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 14.83%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 5.67%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 7.86%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 3.87%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.02%
▼ 13.14%▲ 2.34%▲ 2.83%
▲ 2.93%▲ 2.10%▲ 2.19%
▲ 9.99%▼ 0.89%▲ 4.89%
▲ 26.04%▲ 5.96%▲ 14.83%
▲ 5.81%▼ 2.41%▼ 5.67%
▲ 4.98%▲ 2.69%▲ 7.86%
▼ 8.93%▲ 1.85%▲ 3.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Flowserve
▲ 33.04%
6
Close
Feb 20, 2025
Quanta Services
4.38%
▲ 0.94%
3
Buy
Feb 20, 2025
Caci International
▼ 26.44%
4
Close
Feb 20, 2025
Parsons
▼ 25.67%
6
Close
Feb 20, 2025
KBR
1.76%
▼ 1.70%
1
Open
Feb 19, 2025
Kongsberg Gruppen ASA
5.33%
▲ 10.80%
2
Buy
Feb 14, 2025
Kinross Gold
▲ 19.28%
4
Close
Feb 14, 2025
Jabil
4.75%
▲ 57.91%
8
Buy
Feb 13, 2025
Powell Industries
3.29%
▲ 18.09%
8
Buy
Feb 13, 2025
AppLovin
5.46%
▲ 398.05%
10
Sell
Feb 13, 2025
HCA Healthcare
1.89%
▼ 6.01%
4
Open
Feb 13, 2025
VanEck Defense UCITS ETF
▲ 4.13%
6
Close
Feb 08, 2025
UBS (Irl) ETF Plc - Solactive Global Pure Gold Miners UCITS ETF
▲ 25.07%
3
Close
Feb 08, 2025
Xtrackers MSCI Fintech Innovation UCITS ETF Accum-IC- USD
▲ 3.80%
3
Close
Feb 08, 2025
NMI Holdings
▲ 5.95%
3
Close
Feb 06, 2025
Celestica
3.42%
▲ 163.87%
5
Sell
Feb 03, 2025
Stride
3.69%
▲ 27.54%
6
Sell
Feb 03, 2025
First Solar
2.88%
▼ 11.78%
4
Buy
Feb 03, 2025
Block
2.33%
▼ 9.70%
2
Buy
Feb 03, 2025
OSI Systems
3.34%
▲ 12.41%
2
Buy
Jan 29, 2025