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Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #268,210 out of 825,786 TipRanks' Investors
Success Rate
57%
403 out of 708
profitable transactions
Average Return
15.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.30%
6-Month Return▲ 65.27%
12-Month Return▲ 80.16%
YTD Return▲ 69.01%
Total Return▲ 397.98%

Best Trade

Opened at
Closed at-
Gain▲ 828.96%

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

15.69%0-15.69%
▼ 6.38%
▼ 5.57%
▼ 8.66%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 8.66%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 15.69%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.12%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.81%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.00%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.99%
Sep 2025
▲ 12.92%
▲ 3.18%
▲ 8.30%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.66%
▲ 0.80%▼ 0.87%▲ 8.66%
▲ 11.63%▲ 6.28%▲ 15.69%
▲ 9.25%▲ 5.14%▲ 9.12%
▲ 7.60%▲ 2.30%▲ 2.81%
▲ 2.76%▲ 2.05%▲ 5.00%
▲ 12.88%▲ 3.56%▲ 11.99%
▲ 12.92%▲ 3.18%▲ 8.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rambus
▲ 36.47%
2
Close
Oct 28, 2025
Agnico Eagle
0%
▼ 2.62%
3
Sell
Oct 28, 2025
First Majestic Silver
1.75%
▼ 0.90%
1
Open
Oct 28, 2025
New Gold
1.56%
▲ 11.10%
1
Open
Oct 28, 2025
Lundin Gold
6.14%
▲ 106.01%
3
Sell
Oct 27, 2025
Elbit Systems
▲ 20.47%
2
Close
Oct 27, 2025
Pan American Silver
3.79%
▼ 0.11%
2
Buy
Oct 27, 2025
Hecla Mining Company
3.35%
▲ 0.93%
2
Buy
Oct 27, 2025
Endeavour Mining
▼ 2.62%
2
Close
Oct 27, 2025
Endeavour Mining
1.78%
▼ 1.00%
1
Open
Oct 27, 2025
Micron
3.39%
▼ 2.25%
6
Open
Oct 10, 2025
Jabil
2.52%
▲ 72.35%
9
Sell
Oct 10, 2025
Netflix
2.05%
▲ 80.58%
5
Sell
Oct 10, 2025
Adobe
▼ 3.28%
4
Close
Oct 08, 2025
Fiserv
▲ 22.33%
7
Close
Oct 08, 2025
Flowserve
▲ 24.22%
8
Close
Oct 08, 2025
Robinhood
2.81%
▼ 4.02%
1
Open
Oct 08, 2025
Kongsberg Gruppen
▲ 44.12%
4
Close
Oct 07, 2025
Meta Platforms
▲ 16.49%
12
Close
Oct 06, 2025
Stride
▲ 19.33%
9
Close
Sep 17, 2025