Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #215,134 out of 764,630 TipRanks' Investors
Success Rate
57%
345 out of 609
profitable transactions
Average Return
7.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.46%
6-Month Return▲ 24.78%
12-Month Return▲ 69.12%
YTD Return▲ 48.96%
Total Return▲ 173.09%

Best Trade

Opened at
Closed at
Gain▲ 232.53%

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

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 5.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.49%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 5.33%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 5.63%
▼ 12.40%▼ 4.03%▼ 5.14%
▲ 11.46%▲ 5.06%▲ 8.42%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 25.72%▲ 1.21%▲ 1.49%
▼ 4.21%▲ 2.34%▲ 2.78%
▲ 7.82%▲ 2.10%▲ 2.19%
▲ 6.02%▼ 0.89%▲ 5.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
3.37%
▲ 3.14%
9
Buy
Nov 01, 2024
ATI
▼ 0.98%
6
Close
Nov 01, 2024
Flowserve
3.32%
▲ 35.28%
4
Buy
Nov 01, 2024
HCA Healthcare
▼ 8.96%
3
Close
Nov 01, 2024
Quanta Services
3.33%
▲ 17.85%
2
Buy
Nov 01, 2024
Stride
1.82%
▼ 11.63%
3
Open
Nov 01, 2024
Progressive
▼ 4.30%
3
Close
Nov 01, 2024
Arch Capital Group
▼ 13.57%
2
Close
Nov 01, 2024
Gen Digital
3.17%
▲ 0.93%
2
Buy
Nov 01, 2024
AppLovin
6.87%
▲ 80.99%
6
Buy
Oct 23, 2024
Lundin Gold
3.11%
▼ 4.60%
1
Open
Oct 21, 2024
Makemytrip
3.64%
▲ 72.76%
3
Sell
Oct 16, 2024
VanEck Defense UCITS ETF
3.9%
▲ 1.29%
1
Open
Oct 15, 2024
Invesco Quantitative Strategies ESG Global Equity Multi-factor UCITS ETF Accum Shs USD
1.85%
▼ 2.39%
1
Open
Oct 15, 2024
General Dynamics
▲ 2.85%
2
Close
Oct 14, 2024
Trane Technologies
2.99%
▼ 7.12%
1
Open
Oct 14, 2024
Newmont Mining
1.6%
▼ 17.44%
1
Open
Oct 14, 2024
Kinross Gold
2%
▲ 1.22%
1
Open
Oct 14, 2024
Transdigm Group
1.75%
▼ 7.59%
1
Open
Oct 14, 2024
Saab AB
▼ 16.77%
2
Close
Oct 11, 2024