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Designated Beneficiary IN - New Portfolio

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #43,155 out of 788,174 TipRanks' Investors
Success Rate
64%
131 out of 205
profitable transactions
Average Return
44.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.60%
6-Month Return▲ 16.06%
12-Month Return▲ 26.45%
YTD Return▲ 8.09%
Total Return▲ 21.52%

Best Trade

Opened at
Closed at-
Gain▲ 1372.90%

Bio

Long term Diversified tech heavy portfokio.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 3.15%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.10%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.26%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.14%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.52%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 6.31%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 5.06%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 2.89%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.15%
▼ 13.14%▲ 2.34%▲ 2.10%
▲ 2.93%▲ 2.10%▲ 3.26%
▲ 9.99%▼ 0.89%▲ 2.14%
▲ 26.04%▲ 5.96%▲ 7.52%
▲ 5.81%▼ 2.41%▼ 6.31%
▲ 4.98%▲ 2.69%▲ 5.06%
▼ 8.93%▲ 1.85%▲ 2.89%

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
0.04%
▲ 65.61%
2
Buy
Aug 23, 2024
Genco Shipping
0.06%
▲ 15.44%
3
Buy
Aug 23, 2024
Luminar Technologies
0.01%
▼ 91.20%
2
Buy
Aug 23, 2024
Nio
0.12%
▼ 82.20%
3
Buy
Aug 23, 2024
Best Buy Co
0.11%
▲ 36.31%
2
Buy
Aug 23, 2024
T Mobile US
0.16%
▲ 152.44%
3
Buy
Aug 23, 2024
Macy's
0.14%
▼ 13.89%
2
Buy
Aug 23, 2024
Spirit Airlines
0.02%
▼ 95.82%
2
Buy
Aug 23, 2024
Kohl's
0.07%
▼ 67.70%
3
Buy
Aug 23, 2024
JPMorgan Chase & Co.
0.28%
▲ 100.06%
2
Buy
Aug 23, 2024
CSX
0.17%
▲ 3.45%
5
Buy
Aug 23, 2024
Vanguard Real Estate ETF
0.19%
▲ 13.99%
3
Buy
Aug 23, 2024
iShares 1-3 Year Treasury Bond ETF
0.17%
▲ 0.79%
10
Buy
Aug 23, 2024
Essential Utilities
0.19%
▼ 29.54%
3
Buy
Aug 23, 2024
Vanguard Health Care ETF
0.22%
▲ 11.65%
4
Buy
Aug 23, 2024
Citigroup
0.37%
▲ 46.69%
3
Buy
Aug 23, 2024