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Designated Beneficiary IN - New Portfolio

PerformancePortfolio Details

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #56,308 out of 766,001 TipRanks' Investors
Success Rate
64%
131 out of 205
profitable transactions
Average Return
31.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.87%
6-Month Return▲ 16.76%
12-Month Return▲ 36.13%
YTD Return▲ 19.52%
Total Return▲ 16.29%

Best Trade

AssetCarvana Co (CVNA)
Opened at
Closed at-
Gain▲ 1000.92%

Bio

Long term Diversified tech heavy portfokio.

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▲ 2.24%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.11%
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%
▲ 6.02%▼ 0.89%▲ 2.24%
▲ 5.59%▲ 5.20%▲ 4.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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%
▲ 37.94%
2
Buy
Aug 23, 2024
GNK
Genco Shipping
0.07%
▲ 36.78%
3
Buy
Aug 23, 2024
LAZR
Luminar Technologies
0.03%
▼ 83.47%
2
Buy
Aug 23, 2024
NIO
Nio
0.14%
▼ 79.27%
3
Buy
Aug 23, 2024
BBY
Best Buy Co
0.11%
▲ 33.70%
2
Buy
Aug 23, 2024
TMUS
T Mobile US
0.15%
▲ 123.82%
3
Buy
Aug 23, 2024
M
Macy's
0.14%
▼ 14.49%
2
Buy
Aug 23, 2024
SAVE
Spirit Airlines
0.09%
▼ 82.62%
2
Buy
Aug 23, 2024
KSS
Kohl's
0.11%
▼ 52.87%
3
Buy
Aug 23, 2024
JPM
JPMorgan Chase & Co.
0.26%
▲ 77.70%
2
Buy
Aug 23, 2024
CSX
CSX
0.19%
▲ 14.73%
5
Buy
Aug 23, 2024
VNQ
Vanguard Real Estate ETF
0.21%
▲ 18.09%
3
Buy
Aug 23, 2024
SHY
iShares 1-3 Year Treasury Bond ETF
0.18%
▲ 0.75%
10
Buy
Aug 23, 2024
WTRG
Essential Utilities
0.22%
▼ 22.27%
3
Buy
Aug 23, 2024
VHT
Vanguard Health Care ETF
0.24%
▲ 14.38%
4
Buy
Aug 23, 2024
C
Citigroup
0.32%
▲ 23.77%
3
Buy
Aug 23, 2024
JXN
Jackson Financial Incorporation
0.93%
▲ 215.77%
3
Buy
Aug 23, 2024