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BBSep - New Portfolio

BBSep
Individual Investor
Ranked #155,766 out of 833,681 TipRanks' Investors
Success Rate
77%
33 out of 43
profitable transactions
Average Return
18.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.11%
6-Month Return▲ 29.31%
12-Month Return▲ 35.08%
YTD Return▲ 39.14%
Total Return▲ 18.84%

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

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 9.63%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.28%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.55%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.55%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.21%
Nov 2025
▲ 0.76%
▲ 0.97%
▲ 5.05%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 9.63%
▲ 9.25%▲ 5.14%▲ 7.28%
▲ 7.60%▲ 2.30%▼ 1.55%
▲ 2.76%▲ 2.05%▲ 6.62%
▲ 12.88%▲ 3.56%▲ 10.43%
▲ 10.96%▲ 2.38%▲ 4.55%
▼ 3.57%▲ 0.19%▼ 0.21%
▲ 0.76%▲ 0.97%▲ 5.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Airo Group Holdings, Inc.
12.95%
▼ 22.75%
2
Buy
Dec 02, 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
OPAL Fuels
5.3%
▼ 2.33%
1
Buy
Sep 25, 2025
QXO Inc
24.36%
▲ 18.82%
3
Buy
Sep 12, 2025
Chewy
9%
▼ 13.41%
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
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