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Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #406,679 out of 851,964 TipRanks' Investors
Success Rate
54%
305 out of 569
profitable transactions
Average Return
7.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.89%
6-Month Return▲ 21.74%
12-Month Return▲ 31.58%
YTD Return▲ 14.89%
Total Return▲ 2.75%

Best Trade

Opened at
Closed at-
Gain▲ 713.20%

Bio

Performance

14.89%0-14.89%
▲ 9.25%
▲ 5.14%
▲ 8.73%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 3.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.84%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.53%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 8.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.18%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 14.89%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 8.73%
▲ 7.60%▲ 2.30%▼ 2.14%
▲ 2.76%▲ 2.05%▼ 3.44%
▲ 12.88%▲ 3.56%▲ 14.84%
▲ 10.96%▲ 2.38%▼ 1.53%
▼ 3.58%▲ 0.19%▼ 8.74%
▼ 0.10%▲ 0.08%▲ 3.18%
▲ 4.06%▲ 1.47%▲ 14.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
▲ 4.87%
13
Close
Feb 01, 2026
Global X Silver Miners ETF
▼ 12.02%
4
Close
Jan 31, 2026
iShares Silver Trust
16.74%
▲ 19.24%
14
Close
Jan 31, 2026
Newmont Mining
0.12%
▲ 16.83%
12
Sell
Jan 30, 2026
Advanced Micro Devices
0.06%
▲ 28.43%
16
Sell
Jan 30, 2026
Bloom Energy
▲ 89.20%
10
Close
Jan 30, 2026
Global X Uranium ETF
0.01%
▲ 7.64%
6
Sell
Jan 30, 2026
Lululemon Athletica
▼ 5.37%
7
Close
Jan 30, 2026
USA Rare Earth
1.22%
▲ 99.95%
9
Sell
Jan 30, 2026
VanEck Junior Gold Miners ETF
1.04%
▼ 2.51%
8
Sell
Jan 30, 2026
Themes Gold Miners ETF
0.03%
▲ 6.66%
6
Sell
Jan 30, 2026
Defiance Drone and Modern Warfare ETF
0.01%
▲ 10.81%
8
Sell
Jan 30, 2026
Wheaton Precious Metals
0.21%
▲ 13.88%
5
Sell
Jan 30, 2026
Amplify Transformational Data Sharing ETF
0.33%
▼ 11.25%
3
Sell
Jan 30, 2026
Royal Gold
0.07%
▲ 41.53%
4
Sell
Jan 30, 2026
Ondas Holdings
1.9%
▲ 8.97%
16
Buy
Jan 30, 2026
NorthShore Global Uranium Mining ETF
0.02%
▲ 37.15%
3
Sell
Jan 30, 2026
VanEck Gold Miners ETF
0.02%
▲ 16.39%
2
Sell
Jan 30, 2026
IonQ
▼ 3.66%
5
Close
Jan 30, 2026
Western Copper
1.09%
▼ 4.79%
4
Buy
Jan 30, 2026