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Designated Beneficiary IN - New Portfolio

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #51,971 out of 770,014 TipRanks' Investors
Success Rate
64%
132 out of 205
profitable transactions
Average Return
34.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.00%
6-Month Return▲ 15.86%
12-Month Return▲ 32.73%
YTD Return▲ 20.38%
Total Return▲ 17.13%

Best Trade

Opened at
Closed at-
Gain▲ 1075.04%

Bio

Long term Diversified tech heavy portfokio.

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 5.59%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.17%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.71%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.15%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.27%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.23%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.86%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.59%
▲ 11.46%▲ 5.06%▲ 5.17%
▼ 2.25%▲ 3.53%▼ 0.71%
▲ 25.72%▲ 1.21%▲ 3.15%
▼ 4.22%▲ 2.34%▲ 2.09%
▲ 7.82%▲ 2.10%▲ 3.27%
▲ 5.70%▼ 0.89%▲ 2.23%
▲ 31.73%▲ 4.73%▲ 4.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nuvei Corp
▲ 41.58%
4
Close
Nov 15, 2024
Block
▼ 1.56%
2
Sell
Aug 26, 2024
RingCentral
▼ 79.05%
2
Close
Aug 26, 2024
Floor & Decor Holdings
▲ 17.19%
2
Close
Aug 26, 2024
Philip Morris
0.03%
▲ 42.82%
2
Buy
Aug 23, 2024
Genco Shipping
0.07%
▲ 33.72%
3
Buy
Aug 23, 2024
Luminar Technologies
0.02%
▼ 87.95%
2
Buy
Aug 23, 2024
Nio
0.12%
▼ 80.98%
3
Buy
Aug 23, 2024
Best Buy Co
0.12%
▲ 39.44%
2
Buy
Aug 23, 2024
T Mobile US
0.15%
▲ 128.23%
3
Buy
Aug 23, 2024
Macy's
0.15%
▼ 13.01%
2
Buy
Aug 23, 2024
Spirit Airlines
0.01%
▼ 98.65%
2
Buy
Aug 23, 2024
Kohl's
0.11%
▼ 50.64%
3
Buy
Aug 23, 2024
JPMorgan Chase & Co.
0.27%
▲ 87.68%
2
Buy
Aug 23, 2024
CSX
0.2%
▲ 16.70%
5
Buy
Aug 23, 2024
Vanguard Real Estate ETF
0.21%
▲ 20.18%
3
Buy
Aug 23, 2024
iShares 1-3 Year Treasury Bond ETF
0.18%
▲ 0.87%
10
Buy
Aug 23, 2024
Essential Utilities
0.22%
▼ 21.40%
3
Buy
Aug 23, 2024
Vanguard Health Care ETF
0.23%
▲ 10.66%
4
Buy
Aug 23, 2024
Citigroup
0.33%
▲ 27.59%
3
Buy
Aug 23, 2024