Designated Beneficiary IN - New Portfolio
Peter Vitale
Designated Beneficiary INIndividual Investor
Ranked #34,439 out of 858,885 TipRanks' Investors
Success Rate
139 out of 205
profitable transactions
profitable transactions
Average Return
63.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.63%
6-Month Return▼ 2.62%
12-Month Return▲ 31.89%
YTD Return▼ 2.51%
Total Return▲ 36.86%
Best Trade
Bio
Long term Diversified tech heavy portfokio.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.68%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.20%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.67%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.79%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.27%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.32%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.63%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.26%
Apr 2026
▲ 12.88%▲ 3.56%▲ 6.68%
▲ 10.96%▲ 2.38%▼ 0.20%
▼ 3.68%▲ 0.19%▲ 0.67%
▼ 0.10%▲ 0.08%▼ 0.79%
▲ 4.06%▲ 1.47%▲ 1.27%
▼ 1.12%▼ 0.86%▼ 0.32%
▲ 0.60%▼ 4.94%▼ 4.63%
▲ 4.89%▲ 4.48%▲ 1.26%
Recent Activity
Luminar Technologies
―
▼ 99.98%
3
Close
Apr 07, 2026
Spirit Airlines
―
▼ 97.02%
3
Close
Mar 12, 2025
Meet Kevin Pricing Power ETF
―
▲ 3.41%
3
Close
Feb 25, 2025
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%
▲ 75.32%
2
Buy
Aug 23, 2024
Genco Shipping
0.08%
▲ 82.84%
3
Buy
Aug 23, 2024
Nio
0.15%
▼ 73.52%
3
Buy
Aug 23, 2024
Best Buy Co
0.07%
▼ 6.51%
2
Buy
Aug 23, 2024
T Mobile US
0.11%
▲ 86.16%
3
Buy
Aug 23, 2024
Macy's
0.15%
▲ 2.92%
2
Buy
Aug 23, 2024
Kohl's
0.07%
▼ 64.26%
3
Buy
Aug 23, 2024
JPMorgan Chase
0.3%
▲ 132.35%
2
Buy
Aug 23, 2024
CSX
0.2%
▲ 34.61%
5
Buy
Aug 23, 2024
Vanguard Real Estate ETF
0.18%
▲ 14.51%
3
Buy
Aug 23, 2024
iShares 1-3 Year Treasury Bond ETF
0.16%
▲ 1.17%
10
Buy
Aug 23, 2024
Essential Utilities
0.2%
▼ 20.33%
3
Buy
Aug 23, 2024
Vanguard Health Care ETF
0.21%
▲ 12.85%
4
Buy
Aug 23, 2024