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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #460,629 out of 829,425 TipRanks' Investors
Success Rate
212 out of 435
profitable transactions
profitable transactions
Average Return
3.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 17.77%
6-Month Return▲ 0.61%
12-Month Return▲ 5.63%
YTD Return▲ 5.63%
Total Return▼ 20.77%
Best Trade
Bio
Performance
16.59%0-16.59%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 1.53%
Oct 2025
▼ 8.98%
▼ 3.38%
▼ 16.59%
Nov 2025
▲ 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%
▲ 10.96%▲ 2.38%▼ 1.53%
▼ 8.98%▼ 3.38%▼ 16.59%
Recent Activity
Conocophillips
0.49%
▲ 0.90%
3
Buy
Nov 21, 2025
Global X Uranium ETF
2.45%
▼ 6.53%
4
Sell
Nov 21, 2025
Energy Fuels
1.45%
▼ 17.65%
2
Sell
Nov 21, 2025
NorthShore Global Uranium Mining ETF
2.93%
▼ 5.10%
2
Sell
Nov 21, 2025
Roundhill Generative AI & Technology ETF
3.2%
0.00%
1
Buy
Nov 21, 2025
Vanguard Information Technology ETF
4.03%
0.00%
1
Buy
Nov 21, 2025
Schwab U.S. Large-Cap Growth ETF
6.16%
0.00%
1
Buy
Nov 21, 2025
Invesco NASDAQ 100 ETF
6.81%
0.00%
1
Buy
Nov 21, 2025
Palantir Technologies
3.99%
▲ 61.66%
14
Sell
Nov 20, 2025
Defiance Drone and Modern Warfare ETF
0.66%
▼ 6.76%
4
Buy
Nov 20, 2025
Invesco Aerospace & Defense ETF
4.1%
▼ 5.70%
1
Buy
Nov 20, 2025
Global X Hydrogen ETF
2.3%
▼ 10.01%
1
Buy
Nov 19, 2025
Alibaba
3.26%
▲ 5.98%
9
Buy
Nov 18, 2025
Nvidia
3.81%
▲ 14.18%
11
Buy
Nov 14, 2025
Newmont Mining
0.05%
▲ 5.68%
9
Sell
Nov 14, 2025
Bloom Energy
1.06%
▲ 29.27%
6
Buy
Nov 14, 2025
Draganfly
0.71%
▲ 40.35%
18
Buy
Nov 14, 2025
Broadcom
0.19%
▲ 0.68%
4
Buy
Nov 14, 2025
Meta Platforms
4%
▼ 3.38%
5
Buy
Nov 14, 2025
Red Cat Holdings
0.58%
▼ 31.99%
5
Buy
Nov 14, 2025