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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #336,535 out of 818,742 TipRanks' Investors
Success Rate
173 out of 295
profitable transactions
profitable transactions
Average Return
3.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.13%
6-Month Return▲ 29.06%
12-Month Return▼ 3.96%
YTD Return▲ 18.75%
Total Return▼ 10.93%
Best Trade
Bio
Performance
27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 11.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.37%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 11.23%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 16.54%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.73%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 2.14%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 3.44%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 6.06%
Sep 2025
▼ 12.86%▼ 1.27%▼ 11.87%
▼ 1.80%▼ 5.57%▼ 8.37%
▲ 1.84%▼ 0.87%▲ 11.23%
▲ 12.20%▲ 6.28%▲ 16.54%
▲ 6.24%▲ 5.14%▲ 8.73%
▲ 27.91%▲ 2.30%▼ 2.14%
▲ 4.87%▲ 2.05%▼ 3.44%
▲ 8.21%▲ 2.19%▲ 6.06%
Recent Activity
Strategy
2.36%
▲ 24.80%
7
Buy
Sep 18, 2025
Alibaba
3.58%
▲ 16.37%
7
Sell
Sep 18, 2025
Bit Digital
2.9%
▼ 21.76%
7
Buy
Sep 18, 2025
Iris Energy
0.09%
▲ 3.99%
5
Sell
Sep 18, 2025
Micron
6.88%
▲ 7.07%
4
Sell
Sep 18, 2025
Snap
0.19%
0.00%
1
Buy
Sep 18, 2025
Amprius Technologies Inc
2.48%
0.00%
1
Buy
Sep 18, 2025
SoFi
4.87%
0.00%
1
Buy
Sep 18, 2025
Solid Biosciences
―
▼ 19.61%
5
Sell
Sep 17, 2025
CoreWeave
0.29%
▲ 0.22%
2
Sell
Sep 17, 2025
Broadcom
―
▼ 0.18%
3
Close
Sep 17, 2025
DeFi Technologies
0.74%
0.00%
1
Buy
Sep 17, 2025
Galaxy Digital
1.97%
0.00%
1
Buy
Sep 17, 2025
Alphabet Class C
2.99%
▲ 3.02%
4
Buy
Sep 16, 2025
Newmont Mining
5.64%
▲ 2.05%
3
Buy
Sep 15, 2025
Equinox Gold
3.73%
▲ 5.95%
4
Buy
Sep 15, 2025
Sprott Physical Gold Trust Units
8.49%
▲ 1.89%
2
Buy
Sep 15, 2025
Rivian Automotive
0.03%
▼ 6.00%
1
Buy
Sep 04, 2025
Tesla
1.02%
▲ 9.30%
10
Buy
Sep 03, 2025
Diamondback
0.34%
▼ 0.42%
7
Buy
Sep 03, 2025