tiprankstipranks

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #258,175 out of 775,913 TipRanks' Investors
Success Rate
55%
348 out of 635
profitable transactions
Average Return
8.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.32%
6-Month Return▲ 25.45%
12-Month Return▲ 66.60%
YTD Return▲ 66.67%
Total Return▲ 205.56%

Best Trade

Opened at
Closed at-
Gain▲ 400.35%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 8.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.74%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.83%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 4.96%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 15.93%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 3.78%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 8.42%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 25.71%▲ 1.21%▲ 2.02%
▼ 4.22%▲ 2.34%▲ 2.83%
▲ 7.82%▲ 2.10%▲ 2.19%
▲ 5.38%▼ 0.89%▲ 4.96%
▲ 43.22%▲ 5.96%▲ 15.93%
▼ 5.24%▼ 2.73%▼ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Howmet Aerospace
2.53%
▲ 136.12%
4
Sell
Dec 20, 2024
UBS (Irl) ETF Plc - Solactive Global Pure Gold Miners UCITS ETF
0%
▲ 7.22%
2
Sell
Dec 20, 2024
Xtrackers MSCI Fintech Innovation UCITS ETF Accum-IC- USD
0%
▼ 2.67%
2
Sell
Dec 20, 2024
Nu Holdings
3.32%
▼ 2.20%
7
Buy
Dec 19, 2024
Makemytrip
2.79%
▲ 85.84%
4
Sell
Dec 19, 2024
Kinross Gold
3.11%
▼ 2.10%
2
Buy
Dec 19, 2024
BONESUPPORT HOLDING AB
4.95%
▲ 8.66%
7
Buy
Dec 16, 2024
Eagle Materials
▲ 9.70%
2
Close
Dec 16, 2024
VanEck Defense UCITS ETF
0%
▼ 5.72%
5
Sell
Dec 16, 2024
Block
1.72%
▼ 4.40%
1
Open
Dec 16, 2024
OSI Systems
1.7%
▼ 5.29%
1
Open
Dec 16, 2024
Powell Industries
4.35%
▲ 47.11%
6
Sell
Dec 09, 2024
EMCOR Group
3.89%
▲ 68.82%
4
Buy
Dec 09, 2024
VanEck Video Gaming and eSports ETF
1.75%
▼ 2.71%
1
Open
Dec 09, 2024
AppLovin
7.21%
▲ 277.39%
8
Sell
Dec 06, 2024
Caci International
3.04%
▼ 13.30%
2
Buy
Dec 04, 2024
First Solar
3.36%
▼ 7.46%
2
Buy
Dec 04, 2024
Nvidia
4.54%
▲ 39.14%
6
Buy
Nov 22, 2024
Newmont Mining
▼ 20.87%
2
Close
Nov 22, 2024
Parsons
1.72%
▼ 3.40%
1
Open
Nov 22, 2024