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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #330,184 out of 812,326 TipRanks' Investors
Success Rate
150 out of 265
profitable transactions
profitable transactions
Average Return
4.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.24%
6-Month Return▲ 13.30%
12-Month Return▲ 13.03%
YTD Return▲ 19.73%
Total Return▼ 10.19%
Best Trade
Bio
Performance
27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 4.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.37%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 10.90%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 16.54%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.73%
Jun 2025
▲ 27.86%
▲ 2.30%
▼ 2.14%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 3.57%
Aug 2025
▲ 6.03%▲ 2.69%▲ 4.11%
▼ 12.86%▼ 1.27%▼ 11.87%
▼ 1.80%▼ 5.57%▼ 8.37%
▲ 1.84%▼ 0.87%▲ 10.90%
▲ 12.20%▲ 6.28%▲ 16.54%
▲ 6.24%▲ 5.14%▲ 8.73%
▲ 27.86%▲ 2.30%▼ 2.14%
▲ 0.42%▲ 0.11%▲ 3.57%
Recent Activity
Jazz Pharmaceuticals
0.47%
▼ 5.42%
4
Sell
Jul 30, 2025
Advanced Micro Devices
2.9%
▲ 11.95%
9
Buy
Jul 30, 2025
HIVE Digital Technologies
4.41%
▼ 26.52%
6
Sell
Jul 30, 2025
Palantir Technologies
4.6%
▲ 81.66%
9
Buy
Jul 30, 2025
TSMC
8.16%
▲ 18.68%
4
Buy
Jul 30, 2025
Draganfly
5.98%
▼ 8.09%
5
Buy
Jul 30, 2025
Solid Biosciences
1.82%
▼ 8.02%
2
Buy
Jul 30, 2025
BridgeBio Pharma
0.19%
▼ 1.47%
1
Sell
Jul 30, 2025
Microsoft
―
▲ 8.15%
5
Close
Jul 22, 2025
Bit Digital
2.48%
▼ 23.39%
6
Sell
Jul 22, 2025
Alphabet Class A
―
▲ 2.04%
7
Sell
Jul 17, 2025
Pan American Silver
―
▲ 17.86%
5
Close
Jul 17, 2025
US Gold
―
▼ 9.80%
6
Sell
Jul 17, 2025
SharpLink Gaming
0.29%
▼ 33.74%
1
Buy
Jul 17, 2025
Diamondback
―
▲ 2.46%
6
Close
Jul 03, 2025
Tesla
―
▲ 3.96%
9
Close
Jun 12, 2025
Uber Technologies
―
▼ 3.13%
2
Close
May 23, 2025
Robinhood
―
▲ 29.63%
10
Sell
May 20, 2025
Alphabet Class C
―
▲ 6.83%
3
Sell
May 17, 2025
ROBO Global Robotics & Automation Index ETF
―
▼ 0.24%
3
Sell
May 10, 2025