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Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #242,877 out of 804,570 TipRanks' Investors
Success Rate
60%
148 out of 248
profitable transactions
Average Return
3.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.13%
6-Month Return▲ 15.64%
12-Month Return▲ 7.53%
YTD Return▲ 15.64%
Total Return▼ 13.27%

Best Trade

Opened at
Closed at
Gain▲ 111.80%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▼ 20.09%
Nov 2024
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.37%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 10.90%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 16.54%
May 2025
▲ 4.39%
▲ 1.37%
▲ 6.42%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▼ 20.09%
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%▲ 4.11%
▼ 12.86%▼ 1.27%▼ 11.87%
▼ 1.80%▼ 5.57%▼ 8.37%
▲ 1.83%▼ 0.87%▲ 10.90%
▲ 12.21%▲ 6.28%▲ 16.54%
▲ 4.39%▲ 1.37%▲ 6.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
0.59%
▲ 45.23%
8
Sell
Jun 18, 2025
Tesla
▲ 3.96%
9
Close
Jun 12, 2025
Advanced Micro Devices
0.55%
▲ 6.15%
7
Sell
Jun 11, 2025
Uber Technologies
▼ 3.13%
2
Close
May 23, 2025
Robinhood Markets
▲ 29.63%
10
Sell
May 20, 2025
Pan American Silver
2.59%
▲ 16.84%
4
Buy
May 19, 2025
US Gold
3.72%
▼ 1.49%
5
Buy
May 19, 2025
Alphabet Class C
▲ 6.83%
3
Sell
May 17, 2025
Alphabet Class A
12.85%
▼ 0.43%
6
Buy
May 14, 2025
Diamondback
0.64%
▲ 4.96%
5
Sell
May 14, 2025
TSMC
2.69%
▲ 11.20%
3
Sell
May 14, 2025
Microsoft
2.05%
▲ 4.47%
4
Sell
May 13, 2025
ROBO Global Robotics & Automation Index ETF
▼ 0.24%
3
Sell
May 10, 2025
Datadog
▼ 1.17%
2
Sell
May 10, 2025
Strategy
▲ 34.26%
5
Sell
May 09, 2025
Bitfarms
▼ 19.94%
8
Sell
May 09, 2025
Riot Platforms
▲ 2.28%
5
Sell
May 09, 2025
Nvidia
28.36%
▲ 22.45%
5
Sell
May 09, 2025
Cipher Mining
▲ 13.81%
17
Close
May 09, 2025
Larimar Therapeutics
▼ 27.85%
5
Close
May 09, 2025