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BBSep - New Portfolio

BBSep
Individual Investor
Ranked #221,017 out of 826,835 TipRanks' Investors
Success Rate
69%
29 out of 42
profitable transactions
Average Return
16.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.52%
6-Month Return▲ 33.33%
12-Month Return▲ 25.56%
YTD Return▲ 27.61%
Total Return▲ 8.99%

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%
▲ 0.80%
▼ 0.87%
▼ 3.97%
Apr 2025
▲ 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%
▲ 6.61%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.39%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.55%
Oct 2025
▼ 2.18%
▼ 1.00%
▼ 3.83%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.97%
▲ 11.63%▲ 6.28%▲ 9.63%
▲ 9.25%▲ 5.14%▲ 7.28%
▲ 7.60%▲ 2.30%▼ 1.55%
▲ 2.76%▲ 2.05%▲ 6.61%
▲ 12.88%▲ 3.56%▲ 10.39%
▲ 10.96%▲ 2.38%▲ 4.55%
▼ 2.18%▼ 1.00%▼ 3.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intellia Therapeutics
▲ 108.79%
2
Sell
Oct 14, 2025
Lockheed Martin
▲ 4.29%
3
Close
Oct 07, 2025
Torm
8.33%
▼ 2.94%
1
Buy
Oct 03, 2025
OPAL Fuels
1.48%
▼ 12.06%
1
Buy
Sep 25, 2025
Alphabet Class A
19.87%
▲ 55.58%
5
Buy
Sep 15, 2025
QXO Inc
5.91%
▼ 7.37%
3
Buy
Sep 12, 2025
Airo Group Holdings, Inc.
3.12%
▼ 29.57%
1
Buy
Sep 12, 2025
Chewy
2.96%
▼ 8.54%
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
Intel
▲ 3.75%
2
Sell
Aug 09, 2025
Cigna
1.97%
▼ 11.75%
1
Buy
Jul 23, 2025
Gitlab
2.04%
▲ 0.85%
1
Buy
Jul 23, 2025
Chevron
▲ 10.69%
2
Close
Jul 18, 2025