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Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #279,310 out of 800,730 TipRanks' Investors
Success Rate
57%
141 out of 248
profitable transactions
Average Return
2.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.33%
6-Month Return▲ 5.05%
12-Month Return▼ 8.65%
YTD Return▲ 5.05%
Total Return▼ 21.20%

Best Trade

Opened at
Closed at
Gain▲ 111.80%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 5.32%
Oct 2024
▲ 25.97%
▲ 5.96%
▼ 20.09%
Nov 2024
▲ 5.42%
▼ 2.41%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.37%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 11.30%
Apr 2025
▲ 10.94%
▲ 4.43%
▲ 12.27%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 5.32%
▲ 25.97%▲ 5.96%▼ 20.09%
▲ 5.42%▼ 2.41%
▲ 6.01%▲ 2.69%▲ 4.11%
▼ 12.86%▼ 1.27%▼ 11.87%
▼ 1.80%▼ 5.57%▼ 8.37%
▲ 1.76%▼ 0.87%▲ 11.30%
▲ 10.94%▲ 4.43%▲ 12.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uber Technologies
▼ 3.13%
2
Close
May 23, 2025
Robinhood Markets
▲ 29.63%
10
Sell
May 20, 2025
Pan American Silver
2.34%
▼ 1.62%
4
Buy
May 19, 2025
US Gold
3.52%
▼ 13.03%
5
Buy
May 19, 2025
Alphabet Class C
▲ 6.83%
3
Sell
May 17, 2025
Alphabet Class A
13.97%
▼ 0.15%
6
Buy
May 14, 2025
Tesla
10.94%
▲ 6.93%
8
Sell
May 14, 2025
Diamondback
0.63%
▲ 0.23%
5
Sell
May 14, 2025
TSMC
2.65%
▲ 1.90%
3
Sell
May 14, 2025
Microsoft
2.07%
▲ 1.40%
4
Sell
May 13, 2025
Advanced Micro Devices
5.59%
▼ 2.57%
6
Sell
May 13, 2025
Palantir Technologies
24.42%
▲ 30.43%
7
Buy
May 13, 2025
ROBO Global Robotics & Automation Index ETF
▼ 0.24%
3
Sell
May 10, 2025
Datadog
▼ 1.17%
2
Sell
May 10, 2025
Strategy
▲ 34.26%
5
Sell
May 09, 2025
Bitfarms
▼ 19.94%
8
Sell
May 09, 2025
Riot Platforms
▲ 2.28%
5
Sell
May 09, 2025
Nvidia
27.81%
▲ 15.46%
5
Sell
May 09, 2025
Cipher Mining
▲ 13.81%
17
Close
May 09, 2025
Larimar Therapeutics
▼ 27.85%
5
Close
May 09, 2025