Designated Beneficiary IN - New Portfolio
Michael Moutray
Designated Beneficiary INIndividual Investor
Ranked #681,986 out of 859,217 TipRanks' Investors
Success Rate
41 out of 66
profitable transactions
profitable transactions
Average Return
-5.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.85%
6-Month Return▼ 27.13%
12-Month Return▲ 50.79%
YTD Return▼ 10.04%
Total Return▼ 64.10%
Best Trade
Bio
Performance
22.71%0-22.71%
▲ 12.88%
▲ 3.56%
▲ 14.91%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 22.71%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 9.77%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 5.06%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.10%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 13.60%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 12.89%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 12.66%
Apr 2026
▲ 12.88%▲ 3.56%▲ 14.91%
▲ 10.96%▲ 2.38%▲ 22.71%
▼ 3.68%▲ 0.19%▼ 9.77%
▼ 0.10%▲ 0.08%▼ 5.06%
▲ 4.06%▲ 1.47%▲ 6.10%
▼ 1.12%▼ 0.86%▼ 13.60%
▲ 0.60%▼ 4.94%▼ 12.89%
▲ 10.48%▲ 6.78%▲ 12.66%
Recent Activity
Sunnova Energy International
―
▼ 69.35%
2
Sell
May 14, 2024
Cipher Mining
―
▼ 63.60%
2
Close
May 14, 2024
Sunrun
―
▼ 41.84%
2
Sell
May 14, 2024
OPAL Fuels
―
▼ 11.05%
2
Close
May 14, 2024
Solid Power
―
▼ 33.36%
4
Close
Apr 05, 2024
Alphabet Class A
―
▲ 12.26%
3
Sell
Apr 05, 2024
Microsoft
―
▲ 13.07%
3
Sell
Apr 05, 2024
Amazon
―
▲ 19.18%
3
Sell
Apr 05, 2024
Meta Platforms
―
▲ 49.94%
3
Sell
Apr 05, 2024
International Business Machines
―
▲ 15.51%
3
Close
Apr 05, 2024
Nvidia
―
▲ 84.75%
3
Close
Apr 01, 2024
Micron
―
▲ 36.05%
2
Sell
Apr 01, 2024
ESS Tech
3.63%
▼ 97.87%
2
Buy
Mar 28, 2024
Pagaya Technologies Ltd
―
▲ 31.17%
3
Close
Feb 23, 2024
Shutterstock
―
▲ 0.43%
3
Close
Feb 16, 2024
Adobe
―
▲ 1.56%
3
Close
Feb 15, 2024
Accenture
―
▲ 8.52%
3
Close
Feb 15, 2024
Ceva
―
▲ 2.44%
3
Close
Feb 15, 2024
Intuit
―
▲ 6.88%
3
Close
Feb 10, 2024
Thomson Reuters
―
▲ 11.22%
3
Close
Feb 10, 2024