BIP
Blue Investment Partners LLC Portfolio
Invests via Blue Investment Partners LLC | Managed by True North Advisors LLC
Invests via Blue Investment Partners LLC
Managed by True North Advisors LLC
Automatically Tracked
Company Profile
Blue Investment Partners LLC stands out as a dynamic investment firm specializing in mid-market growth opportunities. Established with a focus on creating value through strategic partnerships, it emphasizes operational efficiency and hands-on management across its portfolio companies. By leveraging deep industry insights and robust market research, the firm actively seeks investments that have significant potential for scalability within their respective sectors. With an agile approach to deal execution, Blue Investment Partners aims to foster innovation while providing capital support to accelerate business expansion, making it a key player in private equity circles.
Blue Investment Partners LLC stands out as a dynamic investment firm specializing in mid-market growth opportunities. Established with a focus on creating value through strategic partnerships, it emphasizes operational efficiency and hands-on management across its portfolio companies. By leveraging deep industry insights and robust market research, the firm actively seeks investments that have significant potential for scalability within their respective sectors. With an agile approach to deal execution, Blue Investment Partners aims to foster innovation while providing capital support to accelerate business expansion, making it a key player in private equity circles.
Investment Philosophy & Strategy
Focused on unlocking potential in promising mid-market ventures, Blue Investment Partners LLC capitalizes on its unique blend of operational expertise and market knowledge. The firm is adept at identifying scalable opportunities that align with industry trends, applying a hands-on strategy to enhance the performance of its portfolio. This entrepreneurial approach allows for agile adaptations to changing market dynamics while fostering strong partnerships with management teams. Committed to driving innovation and delivering value, Blue Investment Partners positions itself as an influential investor committed to sustainable growth in evolving markets.
Focused on unlocking potential in promising mid-market ventures, Blue Investment Partners LLC capitalizes on its unique blend of operational expertise and market knowledge. The firm is adept at identifying scalable opportunities that align with industry trends, applying a hands-on strategy to enhance the performance of its portfolio. This entrepreneurial approach allows for agile adaptations to changing market dynamics while fostering strong partnerships with management teams. Committed to driving innovation and delivering value, Blue Investment Partners positions itself as an influential investor committed to sustainable growth in evolving markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
124.78%
Gain +6.66%
Monthly
2.38%
Yearly
32.56%
Drawdown
31.76%
$345.14M
Equity
Holdings
$345.14M
Investment
$223.09M
$129.82M
Profit +$10.21M
Realized
$7.76M
Unrealized
$122.05M
Dividends
$14.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
6.66%
Profit
$10.21M
Win %
82%
This Week
Compared To Last Week
Gain
2.85%
Profit
$9.55M
Win %
82%
This Month
Compared to last month
Gain
2.85%
Profit
$9.55M
Win %
82%
This Year
Compared to last year
Gain
10.19%
Profit
$31.92M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$3.98M 
GOOG Alphabet Inc
+6.88%
+$176,708.21 
GOOGL Alphabet Inc
+6.73%
+$119,472.99 
META Meta Platforms Inc Class A
+3.28%
+$321,210.08 
MSFT Microsoft Corp.
+3.02%
+$187,955.86 
NVDA NVIDIA Corporation
+2.93%
+$503,171.53 
ORCL Oracle Corporation
+1.81%
+$4,509.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,279.68 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$159,613.47 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,895.42 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$28,700.16 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$99,192.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$13,828.32 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,212.12 
AVGO Broadcom Inc.
+0.37%
+$4,478.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$829.56 
BAC Bank of America Corporation
+0.36%
+$44,105.38 
JPM JPMorgan Chase & Co.
+0.27%
+$1,938.28 
ABT Abbott Laboratories
+0.09%
+$143.91 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$11,382.6 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$3,734.82 
AAPL Apple Inc.
-7.35%
-$4.74M 
SYK Stryker Corporation
-6.42%
-$15,638 
IBIT iShares Bitcoin Trust
-2.89%
-$33,374.1 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$5,122.54 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$33,723.69 
ABBV AbbVie Inc.
-2.51%
-$13,334.67 
IAU iShares Gold Trust
-1.46%
-$97,305.43 
TJX The TJX Companies, Inc.
-1.21%
-$3,187.18 
SPGI S&P Global Inc.
-0.74%
-$1,215.72 
BLK BlackRock, Inc.
-0.73%
-$1,611.96 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$130,987.56 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$24,478.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$74,204.85 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,458.89 
SCHF Schwab International Equity ETF
-0.58%
-$10,483.68 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$18,537.96 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$34,986.5 
PEP PepsiCo, Inc.
-0.46%
-$1,054.08 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$880.21 
TMUS T-Mobile US, Inc.
-0.36%
-$535.49 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$34,473.28 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$10,838.64 
BX Blackstone Inc.
-0.25%
-$559.05 
COST Costco Wholesale Corporation
-0.24%
-$1,340.62 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$31,592.75 
BKNG Booking Holdings Inc.
-0.18%
-$297.52 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$22,086 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$272.25 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$271.05 
JPIE JPMorgan Income ETF
-0.09%
-$8,890.88 
V Visa Inc. Class A
-0.04%
-$270.88 Events
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Dividends
Dividend Analysis
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| Trades 317 | Longs Won 225/317 70% | Profit Factor 31.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.06M |
| Average Win $595,492.18 | Best Trade (Aug 10) $33.64M | Sharpe Ratio -10.57 |
| Average Loss -$46,267.11 | Worst Trade (Jun 29) -$402,202.28 | Z-Score 10.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w | Expectancy $409,517.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Blue Investment Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $3.14M, iShares Core MSCI International Developed Markets ETF (IDEV) - $2.45M, Alphabet Inc - $1.79M, PIMCO Multisector Bond Active ETF - $1.73M, and SPDR S&P 500 ETF Trust - $1.62M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Enovix Corporation - $910,105.03, Avantis U.S. Small Cap Value ETF - $281,709.39, Energy Select Sector SPDR Fund - $267,687.22, iShares 20+ Year Treasury Bond ETF - $199,470.65, and Sprott Uranium Miners ETF - $117,993.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Blue Investment Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.09M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $1.73M, iShares Core MSCI International Developed Markets ETF (IDEV) - $1.42M, WisdomTree Floating Rate Treasury Fund - $1.39M, Janus Henderson AAA CLO ETF - $1.21M, and JPMorgan Income ETF - $835,057.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Blue Investment Partners LLC's monthly returns?
Blue Investment Partners LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Blue Investment Partners LLC's strategy be considered aggressive or moderate?
Blue Investment Partners LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Blue Investment Partners LLC's strategy?
Blue Investment Partners LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
