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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #236,484 out of 822,356 TipRanks' Investors
Success Rate
199 out of 316
profitable transactions
profitable transactions
Average Return
8.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 27.86%
6-Month Return▲ 72.51%
12-Month Return▲ 18.91%
YTD Return▲ 44.67%
Total Return▲ 8.51%
Best Trade
Bio
Performance
16.54%0-16.54%
▼ 6.38%
▼ 5.57%
▼ 8.37%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 11.23%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 16.54%
May 2025
▲ 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
▲ 4.13%
▲ 1.04%
▲ 12.50%
Oct 2025
▼ 6.38%▼ 5.57%▼ 8.37%
▲ 0.80%▼ 0.87%▲ 11.23%
▲ 11.63%▲ 6.28%▲ 16.54%
▲ 9.25%▲ 5.14%▲ 8.73%
▲ 7.60%▲ 2.30%▼ 2.14%
▲ 2.76%▲ 2.05%▼ 3.44%
▲ 12.88%▲ 3.56%▲ 14.84%
▲ 4.13%▲ 1.04%▲ 12.50%
Recent Activity
UnitedHealth
19.69%
▲ 4.64%
2
Buy
Oct 06, 2025
Draganfly
0.02%
▲ 99.76%
8
Sell
Sep 30, 2025
BitMine Immersion Technologies
4.47%
▲ 8.83%
5
Buy
Sep 30, 2025
CoreWeave
1.19%
▲ 13.12%
3
Buy
Sep 30, 2025
SoFi
1.49%
▲ 2.47%
2
Sell
Sep 30, 2025
Lululemon Athletica
4.47%
▲ 1.05%
2
Sell
Sep 30, 2025
Bitfarms
1.7%
▼ 9.43%
9
Buy
Sep 25, 2025
ATAI Life Sciences
0.2%
▼ 1.06%
1
Buy
Sep 24, 2025
Cleanspark
4.04%
▲ 31.91%
1
Buy
Sep 24, 2025
Nvidia
1.61%
▲ 34.52%
7
Buy
Sep 23, 2025
Micron
11.3%
▼ 10.59%
5
Buy
Sep 23, 2025
JD
0.22%
▼ 1.09%
1
Buy
Sep 19, 2025
Strategy
2.11%
▲ 18.76%
7
Buy
Sep 18, 2025
Alibaba
3.47%
▲ 17.65%
7
Sell
Sep 18, 2025
Newmont Mining
0.19%
▲ 8.24%
4
Sell
Sep 18, 2025
Bit Digital
3.44%
▲ 1.97%
7
Buy
Sep 18, 2025
IREN
0.13%
▲ 44.73%
5
Sell
Sep 18, 2025
Snap
0.18%
▲ 1.26%
1
Buy
Sep 18, 2025
Amprius Technologies Inc
0.03%
▲ 11.53%
1
Buy
Sep 18, 2025
Solid Biosciences
―
▼ 19.61%
5
Sell
Sep 17, 2025