Designated Beneficiary IN - New Portfolio

Michael Moutray

Designated Beneficiary IN
Individual Investor
Ranked #577,077 out of 766,001 TipRanks' Investors
Success Rate
57%
37 out of 65
profitable transactions
Average Return
-6.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.83%
6-Month Return▲ 20.06%
12-Month Return▲ 26.82%
YTD Return▲ 10.78%
Total Return▼ 73.77%

Best Trade

Opened at
Closed at
Gain▲ 85.70%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 14.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.67%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.57%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 11.38%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.65%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 10.39%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 14.20%
▲ 11.46%▲ 5.06%▲ 1.13%
▼ 2.25%▲ 3.53%▼ 2.67%
▲ 25.72%▲ 1.21%▲ 14.57%
▼ 4.22%▲ 2.34%▼ 11.38%
▲ 7.82%▲ 2.10%▲ 1.50%
▲ 6.02%▼ 0.89%▲ 4.65%
▲ 5.59%▲ 5.20%▲ 10.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
18.08%
▼ 85.32%
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
Sell
Feb 10, 2024
Thomson Reuters
▲ 11.22%
3
Close
Feb 10, 2024