tiprankstipranks

Value with growth - New Portfolio

lbbwler

Value with growth
Individual Investor
Ranked #173,139 out of 737,088 TipRanks' Investors
Success Rate
57%
323 out of 568
profitable transactions
Average Return
6.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.88%
6-Month Return▲ 40.97%
12-Month Return▲ 40.03%
YTD Return▲ 30.88%
Total Return▲ 139.95%

Best Trade

Opened at
Closed at-
Gain▲ 241.95%

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
▲ 12.75%
▲ 5.54%
▲ 10.88%
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%
▲ 12.75%▲ 5.54%▲ 10.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nu Holdings
4.42%
▲ 30.69%
3
Buy
May 28, 2024
Performance Food Group
3.08%
▲ 12.44%
5
Buy
May 25, 2024
Modine
▲ 155.36%
7
Close
May 25, 2024
NICE
2.68%
▼ 15.13%
3
Buy
May 25, 2024
PDD Holdings
3.53%
▲ 7.62%
2
Buy
May 25, 2024
Novozymes
3.3%
▲ 3.42%
2
Buy
May 25, 2024
Amazon
3.2%
▼ 0.40%
4
Buy
May 17, 2024
Oshkosh
▲ 4.54%
2
Close
May 07, 2024
Meta Platforms
3.06%
▼ 5.70%
7
Buy
Apr 08, 2024
Green Brick Partners
▲ 4.23%
8
Close
Apr 08, 2024
Arista Networks
1.99%
▲ 92.38%
4
Sell
Mar 28, 2024
Synopsys
▲ 1.36%
4
Close
Mar 28, 2024
Powell Industries
2.76%
▲ 155.20%
2
Sell
Mar 28, 2024
Gentex
2.97%
▼ 5.46%
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
3.37%
▲ 7.04%
2
Buy
Mar 18, 2024
Ulta Beauty
▲ 0.46%
2
Close
Mar 18, 2024
AppLovin
3.49%
▲ 22.13%
1
Open
Mar 18, 2024
American Eagle
1.73%
▲ 4.52%
1
Open
Mar 07, 2024