Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #96,558 out of 627,489 TipRanks' Investors
Success Rate
53%
235 out of 447
profitable transactions
Average Return
2.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.22%
6-Month Return▲ 18.09%
12-Month Return▼ 10.08%
YTD Return▲ 9.99%
Total Return▲ 59.78%

Best Trade

Opened at
Closed at
Gain▲ 213.65%

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

21.21%0-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 5.22%▼ 4.08%▼ 2.11%
▼ 14.21%▼ 9.24%▼ 14.42%
▼ 2.92%▲ 8.13%▲ 9.59%
▲ 6.21%▲ 5.56%▲ 7.13%
▼ 11.62%▼ 5.76%▼ 8.59%
▲ 21.21%▲ 6.29%▲ 17.16%
▼ 2.73%▼ 2.51%▲ 0.47%
▲ 3.82%▲ 0.25%▼ 6.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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