Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #200,132 out of 757,859 TipRanks' Investors
Success Rate
58%
343 out of 596
profitable transactions
Average Return
6.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.03%
6-Month Return▲ 13.46%
12-Month Return▲ 54.32%
YTD Return▲ 42.64%
Total Return▲ 161.49%

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

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 12.16%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.74%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.49%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.60%
Aug 2024
▲ 4.09%
▲ 1.12%
▲ 3.17%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 12.16%
▲ 5.05%▲ 3.27%▲ 5.63%
▼ 12.40%▼ 4.03%▼ 5.14%
▲ 11.46%▲ 5.06%▲ 8.42%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 25.76%▲ 1.21%▲ 1.49%
▼ 4.21%▲ 2.34%▲ 2.60%
▲ 4.09%▲ 1.12%▲ 3.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
2.04%
▲ 2.86%
8
Sell
Sep 03, 2024
Amazon
1.84%
▲ 3.83%
5
Sell
Sep 03, 2024
Alphabet Class A
1.88%
▼ 2.65%
6
Sell
Sep 03, 2024
HCA Healthcare
3.18%
▲ 3.41%
2
Buy
Sep 03, 2024
Eagle Materials
2.06%
▲ 17.77%
1
Open
Sep 03, 2024
Quanta Services
2.01%
▲ 14.96%
1
Open
Sep 03, 2024
General Dynamics
1.85%
▲ 4.47%
1
Open
Sep 03, 2024
Stride
1.87%
▲ 5.01%
1
Open
Sep 03, 2024
Super Micro Computer
▲ 40.33%
12
Close
Aug 29, 2024
Vertiv Holdings
3.87%
▲ 21.68%
2
Buy
Aug 29, 2024
APi Group
▲ 28.52%
4
Close
Aug 27, 2024
Salesforce
▲ 18.95%
3
Close
Aug 27, 2024
AppLovin
7.7%
▲ 59.74%
4
Buy
Aug 27, 2024
Mercadolibre
3.72%
▲ 14.07%
2
Buy
Aug 27, 2024
Silicon Motion
▲ 6.31%
15
Close
Aug 26, 2024
Saab AB
1.75%
▼ 7.13%
1
Open
Aug 14, 2024
Chipotle
▼ 16.08%
2
Close
Aug 13, 2024
Arista Networks
▲ 109.28%
5
Close
Aug 08, 2024
Powell Industries
3.76%
▲ 64.61%
4
Open
Aug 01, 2024
BONESUPPORT HOLDING AB
3.31%
▲ 6.36%
6
Open
Aug 01, 2024