tiprankstipranks

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #209,934 out of 747,498 TipRanks' Investors
Success Rate
56%
326 out of 579
profitable transactions
Average Return
6.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.83%
6-Month Return▲ 31.64%
12-Month Return▲ 33.30%
YTD Return▲ 33.78%
Total Return▲ 145.26%

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

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 7.71%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.05%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 12.16%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.63%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 0.89%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.71%
▼ 1.87%▲ 1.59%▲ 5.05%
▲ 14.08%▲ 5.22%▲ 12.16%
▲ 5.05%▲ 3.27%▲ 5.63%
▼ 12.40%▼ 4.03%▼ 5.15%
▲ 11.46%▲ 5.06%▲ 8.39%
▼ 2.25%▲ 3.53%▲ 3.63%
▲ 25.65%▲ 0.88%▲ 0.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novonesis
▲ 4.63%
3
Close
Jul 12, 2024
Silicon Motion
1.84%
▲ 8.70%
13
Open
Jul 08, 2024
Alphabet Class A
3.44%
▲ 1.67%
5
Buy
Jul 08, 2024
Performance Food Group
▲ 3.78%
7
Close
Jul 08, 2024
Mercadolibre
2.09%
▼ 2.01%
1
Open
Jul 08, 2024
Icon
2.13%
▲ 2.74%
1
Open
Jul 08, 2024
Nu Holdings
4.68%
▲ 26.04%
5
Buy
Jun 28, 2024
Netflix
3.93%
▲ 3.93%
3
Buy
Jun 28, 2024
AppLovin
3.67%
▲ 10.11%
3
Sell
Jun 27, 2024
Textron
3.6%
▲ 36.84%
3
Sell
Jun 04, 2024
Fiserv
3.65%
▲ 28.84%
3
Sell
Jun 04, 2024
APi Group
3.53%
▲ 32.60%
3
Sell
Jun 04, 2024
Powell Industries
▲ 94.50%
3
Close
Jun 04, 2024
PDD Holdings
4.63%
▼ 5.85%
3
Buy
Jun 04, 2024
Chipotle
2.03%
▼ 13.06%
1
Open
Jun 04, 2024
NICE
▼ 20.88%
4
Close
Jun 03, 2024
Gentex
▼ 3.54%
3
Close
Jun 03, 2024
American Eagle
▼ 2.92%
2
Close
Jun 03, 2024
Modine
▲ 155.36%
7
Close
May 25, 2024
Amazon
3.48%
▼ 0.04%
4
Buy
May 17, 2024