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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #247,304 out of 797,085 TipRanks' Investors
Success Rate
129 out of 225
profitable transactions
profitable transactions
Average Return
1.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.29%
6-Month Return▼ 23.18%
12-Month Return▼ 20.46%
YTD Return▼ 5.59%
Total Return▼ 29.19%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▼ 2.89%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 5.32%
Oct 2024
▲ 25.97%
▲ 5.96%
▼ 20.09%
Nov 2024
▲ 5.39%
▼ 2.41%
―
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 4.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.37%
Mar 2025
▲ 3.42%
▼ 1.56%
▲ 12.30%
Apr 2025
▲ 2.92%▲ 2.10%▼ 2.89%
▲ 10.00%▼ 0.89%▲ 5.32%
▲ 25.97%▲ 5.96%▼ 20.09%
▲ 5.39%▼ 2.41%―
▲ 6.04%▲ 2.69%▲ 4.11%
▼ 12.86%▼ 1.27%▼ 11.87%
▼ 1.80%▼ 5.57%▼ 8.37%
▲ 3.42%▼ 1.56%▲ 12.30%
Recent Activity
Alphabet Class C
16.54%
▲ 4.54%
1
Buy
Apr 01, 2025
Robinhood Markets
0.25%
▲ 20.67%
5
Buy
Mar 31, 2025
Palantir Technologies
7.4%
▲ 25.60%
6
Buy
Mar 31, 2025
ROBO Global Robotics & Automation Index ETF
0.26%
▼ 5.39%
1
Buy
Mar 28, 2025
Advanced Micro Devices
―
▼ 12.38%
4
Sell
Mar 18, 2025
Larimar Therapeutics
1.18%
▼ 26.63%
4
Sell
Feb 25, 2025
Metlife
3.04%
▼ 8.01%
1
Buy
Feb 24, 2025
HIVE Digital Technologies
2.64%
▼ 36.31%
3
Sell
Feb 20, 2025
Celldex
5.83%
▼ 24.18%
2
Sell
Feb 20, 2025
Super Micro Computer
2.58%
▲ 33.93%
3
Sell
Feb 20, 2025
fuboTV
―
▼ 19.43%
2
Sell
Feb 14, 2025
Intel
1.32%
▼ 3.31%
2
Buy
Feb 13, 2025
Bloom Energy
―
▲ 8.39%
3
Close
Feb 04, 2025
Orla Mining
―
▲ 4.58%
2
Sell
Feb 04, 2025
NuScale Power
0.34%
▼ 15.84%
2
Sell
Feb 03, 2025
TSMC
1.67%
▼ 18.20%
1
Buy
Feb 03, 2025
Rio Tinto
1.83%
▲ 1.12%
1
Buy
Feb 03, 2025
WisdomTree
―
▲ 7.22%
4
Close
Feb 01, 2025
PayPal Holdings
―
▼ 4.05%
4
Sell
Feb 01, 2025
Coinbase Global
―
▲ 29.61%
4
Close
Feb 01, 2025