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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #341,620 out of 836,062 TipRanks' Investors
Success Rate
293 out of 506
profitable transactions
profitable transactions
Average Return
6.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.43%
6-Month Return▲ 9.86%
12-Month Return▲ 33.91%
YTD Return▲ 12.32%
Total Return▲ 0.45%
Best Trade
Bio
Performance
14.84%0-14.84%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 8.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.18%
Dec 2025
▲ 0.97%
▲ 1.11%
▲ 12.32%
Jan 2026
▲ 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%
▼ 3.57%▲ 0.19%▼ 8.74%
▼ 0.10%▲ 0.08%▲ 3.18%
▲ 0.97%▲ 1.11%▲ 12.32%
Recent Activity
Tesla
1.96%
▲ 5.91%
13
Buy
Jan 09, 2026
Bloom Energy
0.95%
▲ 56.49%
8
Sell
Jan 09, 2026
NioCorp Developments
0.7%
▲ 0.52%
7
Buy
Jan 09, 2026
Oklo Inc
2.03%
▼ 15.00%
2
Buy
Jan 09, 2026
United States Antimony
0.35%
0.00%
1
Buy
Jan 09, 2026
Red Cat Holdings
1.57%
▲ 8.46%
6
Buy
Jan 08, 2026
Global X Defense Tech ETF
0.86%
0.00%
1
Buy
Jan 08, 2026
Draganfly
0.97%
▲ 44.99%
20
Sell
Jan 07, 2026
ARK Autonomous Technology & Robotics ETF
1.14%
▲ 5.90%
2
Buy
Jan 07, 2026
WisdomTree Cloud Computing Fund
0.49%
▼ 0.44%
1
Buy
Jan 07, 2026
Western Copper
1.07%
▼ 4.13%
1
Buy
Jan 07, 2026
Fidelity Cloud Computing ETF
2.85%
▼ 2.29%
1
Buy
Jan 07, 2026
Broadcom
―
▲ 0.13%
6
Sell
Jan 06, 2026
SPDR S&P BIOTECH ETF
1.4%
▲ 1.64%
3
Buy
Jan 05, 2026
Harbor Health Care ETF
0.62%
▲ 1.89%
4
Buy
Jan 02, 2026
Wheaton Precious Metals
1.29%
▲ 12.73%
3
Buy
Jan 02, 2026
VanEck Rare Earth/Strategic Metals ETF
0.88%
▲ 9.69%
2
Buy
Jan 02, 2026
Cheniere Energy
0.65%
▲ 1.58%
1
Buy
Dec 31, 2025
Dell Technologies
0.17%
▼ 1.21%
5
Sell
Dec 30, 2025
Advanced Micro Devices
1.06%
▲ 24.27%
15
Sell
Dec 30, 2025