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

Tracking: 0 Updated: Jun 12 at 08:05 PM

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.

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.

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:

20.33%

Gain -0.07%

Monthly

0.86%

Yearly

10.88%

Drawdown

16.74%

$327.49M

Equity

Holdings

$327.49M

Investment

$223.09M

$112.61M

Profit -$261,227.14

Realized

$8.21M

Unrealized

$104.4M

Dividends

$12.93M

Goals

Avg. 95% completed goals

Yearly

Gain > 5%

2026

90%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.07%

Profit

-$261,227.14

Win %

79%

This Week

Compared To Last Week

Gain

-1.87%

Profit

-$6.22M

Win %

79%

This Month

Compared to last month

Gain

-3.25%

Profit

-$11.01M

Win %

79%

This Year

Compared to last year

Gain

4.52%

Profit

$14.18M

Win %

79%

Gainers
Losers

JPM JPMorgan Chase & Co.

+2.3%

+$14,887.66

SYK Stryker Corporation

+2.11%

+$4,521.99

TMUS T-Mobile US, Inc.

+1.78%

+$2,809.24

BX Blackstone Inc.

+1.57%

+$3,319.3

BLK BlackRock, Inc.

+1.56%

+$3,197.66

BAC Bank of America Corporation

+1.52%

+$168,402.36

SPGI S&P Global Inc.

+1.37%

+$2,249.28

ABBV AbbVie Inc.

+1.3%

+$6,007.81

V Visa Inc. Class A

+1.05%

+$6,462.92

IWD iShares Russell 1000 Value ETF

+1.02%

+$2,669.94

RSP Invesco S&P 500 Equal Weight ETF

+0.92%

+$115,203.63

AVDV Avantis International Small Cap Value ETF

+0.88%

+$65,074.89

BKNG Booking Holdings Inc.

+0.81%

+$1,155

JQUA JPMorgan U.S. Quality Factor ETF

+0.74%

+$98,649.2

COST Costco Wholesale Corporation

+0.72%

+$4,110.12

BRK-B Berkshire Hathaway Inc.

+0.69%

+$1,494.1

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$15,752.95

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$27,278.08

VOO Vanguard S&P 500 ETF

+0.58%

+$1,532.71

SPY SPDR S&P 500 ETF Trust

+0.57%

+$126,434.4

VIG Vanguard Dividend Appreciation ETF

+0.57%

+$1,315.37

GOOGL Alphabet Inc

+0.56%

+$10,634.05

SCHB Schwab U.S. Broad Market ETF

+0.49%

+$81,687.62

GOOG Alphabet Inc

+0.46%

+$12,616.52

IDEV iShares Core MSCI International Developed Markets ETF (IDEV)

+0.41%

+$73,432.02

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.41%

+$1,225.95

PEP PepsiCo, Inc.

+0.4%

+$955.26

VBK Vanguard Small-Cap Growth ETF

+0.36%

+$14,785.27

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$39,471

SCHF Schwab International Equity ETF

+0.29%

+$5,241.84

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$858.66

NVDA NVIDIA Corporation

+0.18%

+$32,604.77

MSFT Microsoft Corp.

+0.13%

+$7,176

PYLD PIMCO Multisector Bond Active ETF

+0.11%

+$18,955.65

IAU iShares Gold Trust

+0.09%

+$6,027.77

TJX The TJX Companies, Inc.

+0.06%

+$157.7

ORCL Oracle Corporation

+0.05%

+$175.66

BTC Grayscale Bitcoin Mini Trust ETF

+0.04%

+$62.47

JAAA Janus Henderson AAA CLO ETF

+0.03%

+$3,041.76

GBTC Grayscale Bitcoin Trust ETF

+0.02%

+$235.83

JPIE JPMorgan Income ETF

+0.01%

+$1,111.36

USFR WisdomTree Floating Rate Treasury Fund

ABT Abbott Laboratories

-1.68%

-$2,414.49

AAPL Apple Inc.

-1.52%

-$870,043.5

AMZN Amazon.com Inc

-1.21%

-$323,473.83

AVGO Broadcom Inc.

-0.94%

-$11,258.23

TLT iShares 20+ Year Treasury Bond ETF

-0.28%

-$10,681.68

META Meta Platforms Inc Class A

-0.23%

-$23,618.22

JMUB JPMorgan Municipal Bond ETF

-0.15%

-$371.25

JSI Janus Henderson Securitized Income ETF

-0.06%

-$1,917.72

USIG iShares Broad USD Investment Grade Corporate Bond ETF

-0.05%

-$135.53

IBIT iShares Bitcoin Trust

-0.03%

-$314.85

Events

Dividends

Dividend Analysis

No Data

Trades 317	Longs Won 218/317 68%	Profit Factor 31.62
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.79M
Average Win $533,445.85	Best Trade (Jun 11) $30.47M	Sharpe Ratio -4.92
Average Loss -$37,148.72	Worst Trade (Jun 29) -$402,202.28	Z-Score 6.6 (100%)
Commissions $0	Avg. Trade Length 1y 6m 2w 4d	Expectancy $355,247.54

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%	0.05%
Consecutive Losing Trades	8,850	7,965	7,080	6,195	5,310	4,425	3,540	2,655	1,770	885