tiprankstipranks

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #160,990 out of 733,704 TipRanks' Investors
Success Rate
57%
323 out of 563
profitable transactions
Average Return
6.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.87%
6-Month Return▲ 44.11%
12-Month Return▲ 40.31%
YTD Return▲ 26.54%
Total Return▲ 131.99%

Best Trade

Opened at
Closed at-
Gain▲ 230.54%

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

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 7.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.07%
Nov 2023
▲ 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
▲ 9.88%
▲ 3.62%
▲ 7.19%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 7.85%
▲ 9.22%▲ 9.13%▲ 8.07%
▲ 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%
▲ 9.88%▲ 3.62%▲ 7.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Oshkosh
▲ 4.54%
2
Close
May 07, 2024
Novozymes
2.1%
▲ 7.07%
1
Open
Apr 26, 2024
Meta Platforms
3.14%
▼ 6.07%
7
Buy
Apr 08, 2024
Amazon
2.02%
▲ 1.53%
3
Open
Apr 08, 2024
Green Brick Partners
▲ 4.23%
8
Close
Apr 08, 2024
Arista Networks
2.07%
▲ 96.47%
4
Sell
Mar 28, 2024
Synopsys
▲ 1.36%
4
Close
Mar 28, 2024
Powell Industries
2.32%
▲ 107.93%
2
Sell
Mar 28, 2024
NICE
2.94%
▼ 9.54%
2
Buy
Mar 28, 2024
Gentex
3.12%
▼ 3.45%
2
Buy
Mar 28, 2024
Photronics
▼ 2.01%
7
Close
Mar 20, 2024
BONESUPPORT HOLDING AB
▲ 4.73%
5
Close
Mar 20, 2024
Baker Hughes Company
3.49%
▲ 6.81%
2
Buy
Mar 18, 2024
Ulta Beauty
▲ 0.46%
2
Close
Mar 18, 2024
AppLovin
3.68%
▲ 26.82%
1
Open
Mar 18, 2024
American Eagle
1.8%
▲ 6.92%
1
Open
Mar 07, 2024
Super Micro Computer
5.74%
▲ 110.12%
9
Sell
Mar 04, 2024
Dropbox
▼ 25.20%
2
Close
Feb 29, 2024
Makemytrip
4.09%
▲ 25.57%
2
Buy
Feb 29, 2024
PDD Holdings
2.12%
▲ 9.42%
1
Open
Feb 29, 2024