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BBSep - New Portfolio

BBSep
Individual Investor
Ranked #226,570 out of 818,742 TipRanks' Investors
Success Rate
69%
27 out of 39
profitable transactions
Average Return
15.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.45%
6-Month Return▲ 24.29%
12-Month Return▲ 26.98%
YTD Return▲ 26.06%
Total Return▲ 7.67%

Best Trade

Opened at
Closed at
Gain▲ 64.67%

Bio

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

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 5.30%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.75%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.97%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.63%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.28%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 1.55%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 6.61%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 9.64%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 5.30%
▼ 1.80%▼ 5.57%▼ 2.75%
▲ 1.84%▼ 0.87%▼ 3.97%
▲ 12.20%▲ 6.28%▲ 9.63%
▲ 6.24%▲ 5.14%▲ 7.28%
▲ 27.91%▲ 2.30%▼ 1.55%
▲ 4.87%▲ 2.05%▲ 6.61%
▲ 8.21%▲ 2.19%▲ 9.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
19.9%
▲ 39.88%
5
Buy
Sep 15, 2025
QXO Inc
8.17%
▲ 14.98%
3
Buy
Sep 12, 2025
Airo Group Holdings, Inc.
4.66%
▼ 5.68%
1
Buy
Sep 12, 2025
Chewy
3.73%
▲ 3.39%
1
Buy
Sep 12, 2025
Microsoft
▲ 37.37%
2
Close
Sep 03, 2025
Huntington Ingalls
▲ 24.41%
2
Close
Aug 31, 2025
Broadcom
▲ 10.02%
2
Close
Aug 30, 2025
Intellia Therapeutics
2.42%
▲ 9.05%
1
Buy
Aug 28, 2025
AeroVironment
▲ 26.58%
2
Sell
Aug 21, 2025
AppLovin
▲ 64.67%
2
Sell
Aug 21, 2025
Amazon
▲ 21.60%
2
Close
Aug 21, 2025
Lattice Semiconductor
▲ 17.04%
2
Sell
Aug 21, 2025
Tempus AI, Inc. Class A
▲ 33.97%
2
Sell
Aug 20, 2025
Intel
▲ 3.75%
2
Sell
Aug 09, 2025
Cigna
2.46%
▼ 1.10%
1
Buy
Jul 23, 2025
Gitlab
2.46%
▲ 9.37%
1
Buy
Jul 23, 2025
Chevron
▲ 10.69%
2
Close
Jul 18, 2025
Exxon Mobil
▲ 7.82%
2
Close
Jul 18, 2025
Permian Resources
▲ 1.71%
5
Close
Jul 18, 2025
Marvell
10.39%
▼ 1.88%
1
Buy
Jul 18, 2025