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Designated Beneficiary IN - New Portfolio

PerformancePortfolio Details

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #56,140 out of 781,066 TipRanks' Investors
Success Rate
64%
131 out of 205
profitable transactions
Average Return
32.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.97%
6-Month Return▲ 12.41%
12-Month Return▲ 24.96%
YTD Return▲ 3.40%
Total Return▲ 16.10%

Best Trade

AssetCarvana Co (CVNA)
Opened at
Closed at-
Gain▲ 938.48%

Bio

Long term Diversified tech heavy portfokio.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.71%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.15%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.26%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.19%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.52%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.47%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.40%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.71%
▲ 8.13%▲ 1.21%▲ 3.15%
▼ 13.14%▲ 2.34%▲ 2.09%
▲ 2.93%▲ 2.10%▲ 3.26%
▲ 10.00%▼ 0.89%▲ 2.19%
▲ 26.04%▲ 5.96%▲ 7.52%
▲ 5.93%▼ 2.41%▼ 6.47%
▲ 9.79%▲ 0.95%▲ 3.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVEI
Nuvei Corp
―
▲ 41.58%
4
Close
Nov 15, 2024
SQ
Block
―
▼ 1.56%
2
Sell
Aug 26, 2024
RNG
RingCentral
―
▼ 79.05%
2
Close
Aug 26, 2024
FND
Floor & Decor Holdings
―
▲ 17.19%
2
Close
Aug 26, 2024
PM
Philip Morris
0.03%
▲ 32.86%
2
Buy
Aug 23, 2024
GNK
Genco Shipping
0.06%
▲ 12.85%
3
Buy
Aug 23, 2024
LAZR
Luminar Technologies
0.01%
▼ 91.56%
2
Buy
Aug 23, 2024
NIO
Nio
0.11%
▼ 82.24%
3
Buy
Aug 23, 2024
BBY
Best Buy Co
0.1%
▲ 22.76%
2
Buy
Aug 23, 2024
TMUS
T Mobile US
0.13%
▲ 108.28%
3
Buy
Aug 23, 2024
M
Macy's
0.12%
▼ 23.65%
2
Buy
Aug 23, 2024
SAVEQ
Spirit Airlines
0.01%
▼ 96.79%
2
Buy
Aug 23, 2024
KSS
Kohl's
0.08%
▼ 65.01%
3
Buy
Aug 23, 2024
JPM
JPMorgan Chase & Co.
0.27%
▲ 94.33%
2
Buy
Aug 23, 2024
CSX
CSX
0.16%
▲ 4.31%
5
Buy
Aug 23, 2024
VNQ
Vanguard Real Estate ETF
0.19%
▲ 10.41%
3
Buy
Aug 23, 2024
SHY
iShares 1-3 Year Treasury Bond ETF
0.17%
▲ 0.76%
10
Buy
Aug 23, 2024
WTRG
Essential Utilities
0.18%
▼ 31.40%
3
Buy
Aug 23, 2024
VHT
Vanguard Health Care ETF
0.21%
▲ 6.57%
4
Buy
Aug 23, 2024
C
Citigroup
0.35%
▲ 44.26%
3
Buy
Aug 23, 2024