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Value with growth - New Portfolio
lbbwler
Value with growthIndividual Investor
Ranked #220,668 out of 769,002 TipRanks' Investors
Success Rate
353 out of 619
profitable transactions
profitable transactions
Average Return
9.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 10.98%
6-Month Return▲ 31.79%
12-Month Return▲ 86.11%
YTD Return▲ 69.80%
Total Return▲ 211.30%
Best Trade
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%
▼ 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
▼ 4.22%
▲ 2.34%
▲ 2.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 5.15%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 14.09%
Nov 2024
▼ 12.40%▼ 4.03%▼ 5.14%
▲ 11.46%▲ 5.06%▲ 8.42%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 25.72%▲ 1.21%▲ 1.49%
▼ 4.22%▲ 2.34%▲ 2.78%
▲ 7.82%▲ 2.10%▲ 2.19%
▲ 5.70%▼ 0.89%▲ 5.15%
▲ 21.94%▲ 3.81%▲ 14.09%
Recent Activity
Powell Industries
7.53%
▲ 94.36%
5
Buy
Nov 20, 2024
Nvidia
3.31%
▲ 56.45%
5
Open
Nov 11, 2024
AppLovin
8.49%
▲ 259.94%
7
Sell
Nov 11, 2024
VanEck Defense UCITS ETF
5.16%
▼ 4.11%
2
Buy
Nov 08, 2024
Transdigm Group
―
▼ 4.30%
2
Close
Nov 08, 2024
Fiserv
3.34%
▲ 46.54%
5
Open
Nov 07, 2024
Comfort Systems
3.67%
▲ 52.84%
4
Open
Nov 07, 2024
Mercadolibre
―
▼ 3.76%
3
Close
Nov 07, 2024
Stride
3.02%
▲ 0.81%
4
Buy
Nov 07, 2024
Meta Platforms
3.06%
▲ 2.32%
9
Buy
Nov 01, 2024
ATI
―
▼ 0.98%
6
Close
Nov 01, 2024
Flowserve
3.41%
▲ 38.17%
4
Buy
Nov 01, 2024
HCA Healthcare
―
▼ 8.96%
3
Close
Nov 01, 2024
Quanta Services
3.42%
▲ 19.28%
2
Buy
Nov 01, 2024
Progressive
―
▼ 4.30%
3
Close
Nov 01, 2024
Arch Capital Group
―
▼ 13.57%
2
Close
Nov 01, 2024
Gen Digital
3.06%
▲ 5.07%
2
Buy
Nov 01, 2024
Lundin Gold
2.81%
▼ 7.58%
1
Open
Oct 21, 2024
Makemytrip
3.54%
▲ 79.59%
3
Sell
Oct 16, 2024
Invesco Quantitative Strategies ESG Global Equity Multi-factor UCITS ETF Accum Shs USD
1.72%
▼ 1.03%
1
Open
Oct 15, 2024