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BBSep - New Portfolio

BBSep
Individual Investor
Ranked #137,422 out of 857,392 TipRanks' Investors
Success Rate
76%
35 out of 46
profitable transactions
Average Return
18.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.96%
6-Month Return▼ 5.73%
12-Month Return▲ 17.47%
YTD Return▼ 6.01%
Total Return▲ 3.40%

Best Trade

Opened at
Closed at
Gain▲ 108.79%

Bio

Looking to Beat the S&P with min 20% returns with 6-12M time frame.

Performance

21.54%0-21.54%
▲ 2.76%
▲ 2.05%
▲ 6.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.49%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.85%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 9.95%
Jan 2026
▼ 1.16%
▼ 0.86%
▼ 21.54%
Feb 2026
▲ 3.02%
▼ 4.20%
▲ 8.97%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 6.62%
▲ 12.88%▲ 3.56%▲ 10.43%
▲ 10.96%▲ 2.38%▲ 4.49%
▼ 3.68%▲ 0.19%▼ 0.06%
▼ 0.10%▲ 0.08%▼ 2.85%
▲ 4.06%▲ 1.47%▲ 9.95%
▼ 1.16%▼ 0.86%▼ 21.54%
▲ 3.02%▼ 4.20%▲ 8.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Salesforce
58.67%
▼ 27.71%
1
Buy
Feb 20, 2026
Intuit
15.11%
▼ 0.30%
2
Buy
Feb 12, 2026
Vale SA
▲ 22.40%
2
Close
Jan 24, 2026
QXO Inc
▲ 31.28%
4
Sell
Jan 24, 2026
Aurora Innovation
▼ 33.75%
3
Sell
Dec 25, 2025
Energy Transfer
▲ 1.46%
2
Close
Dec 25, 2025
Gitlab
▼ 18.52%
2
Close
Dec 25, 2025
Airo Group Holdings, Inc.
▼ 22.75%
3
Sell
Dec 25, 2025
Chewy
▼ 13.41%
2
Close
Dec 25, 2025
OPAL Fuels
▼ 2.33%
2
Sell
Dec 25, 2025
Alphabet Class A
▲ 62.26%
7
Sell
Nov 21, 2025
Torm
▲ 5.69%
2
Close
Nov 15, 2025
Marvell
▲ 20.98%
2
Close
Nov 14, 2025
UnitedHealth
▲ 18.85%
3
Close
Nov 13, 2025
Cigna
▼ 9.76%
2
Close
Nov 13, 2025
ASML Holding
▲ 45.38%
4
Sell
Nov 08, 2025
Intellia Therapeutics
▲ 108.79%
2
Sell
Oct 14, 2025
Lockheed Martin
▲ 4.29%
3
Close
Oct 07, 2025
Microsoft
▲ 37.37%
2
Close
Sep 03, 2025
Huntington Ingalls
▲ 24.41%
2
Close
Aug 31, 2025