tiprankstipranks

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #268,600 out of 793,704 TipRanks' Investors
Success Rate
54%
357 out of 664
profitable transactions
Average Return
6.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.16%
6-Month Return▲ 9.74%
12-Month Return▲ 25.26%
YTD Return▼ 2.89%
Total Return▲ 185.80%

Best Trade

Opened at
Closed at-
Gain▲ 284.01%

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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.83%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.43%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 14.84%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.96%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 8.16%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.32%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 6.16%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.83%
▲ 2.93%▲ 2.10%▲ 2.19%
▲ 10.00%▼ 0.89%▲ 4.43%
▲ 26.01%▲ 5.96%▲ 14.84%
▲ 5.33%▼ 2.41%▼ 5.96%
▲ 5.89%▲ 2.69%▲ 8.16%
▼ 12.86%▼ 1.27%▼ 4.32%
▲ 3.73%▼ 4.27%▼ 6.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
First Solar
2.44%
▼ 25.16%
5
Buy
Mar 15, 2025
EMCOR Group
5.63%
▲ 19.68%
6
Buy
Mar 03, 2025
Sterling Construction
1.71%
▼ 3.76%
1
Open
Mar 03, 2025
Meta Platforms
1.62%
▲ 6.72%
10
Sell
Feb 27, 2025
Baker Hughes Company
1.78%
▲ 13.46%
4
Open
Feb 27, 2025
Novo Nordisk
1.4%
▲ 1.02%
5
Open
Feb 26, 2025
AppLovin
4.4%
▲ 147.52%
11
Buy
Feb 26, 2025
Vertiv Holdings
4.24%
▼ 7.82%
3
Buy
Feb 25, 2025
Block
2%
▼ 28.45%
3
Buy
Feb 25, 2025
KBR
3.11%
▲ 2.96%
2
Buy
Feb 25, 2025
Flowserve
▲ 33.04%
6
Close
Feb 20, 2025
Quanta Services
4.05%
▼ 8.78%
3
Buy
Feb 20, 2025
Caci International
▼ 26.44%
4
Close
Feb 20, 2025
Parsons
▼ 25.67%
6
Close
Feb 20, 2025
Kongsberg Gruppen ASA
6.67%
▲ 46.38%
2
Buy
Feb 14, 2025
Kinross Gold
▲ 19.45%
4
Close
Feb 14, 2025
Jabil
3.98%
▲ 51.07%
8
Buy
Feb 13, 2025
Powell Industries
3.28%
▲ 15.24%
8
Buy
Feb 13, 2025
HCA Healthcare
2%
▼ 3.78%
4
Open
Feb 13, 2025
VanEck Defense UCITS ETF
▲ 4.13%
6
Close
Feb 08, 2025