Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #366,860 out of 859,217 TipRanks' Investors
Success Rate
373 out of 669
profitable transactions
profitable transactions
Average Return
7.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.88%
6-Month Return▲ 1.74%
12-Month Return▲ 65.71%
YTD Return▲ 16.90%
Total Return▲ 4.54%
Best Trade
Bio
Performance
14.89%0-14.89%
▲ 12.88%
▲ 3.56%
▲ 14.84%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.53%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.18%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 14.89%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.27%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.38%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 9.93%
Apr 2026
▲ 12.88%▲ 3.56%▲ 14.84%
▲ 10.96%▲ 2.38%▼ 1.53%
▼ 3.68%▲ 0.19%▼ 8.74%
▼ 0.10%▲ 0.08%▲ 3.18%
▲ 4.06%▲ 1.47%▲ 14.89%
▼ 1.12%▼ 0.86%▲ 3.27%
▲ 0.60%▼ 4.94%▼ 10.38%
▲ 10.48%▲ 6.78%▲ 9.93%
Recent Activity
Conocophillips
0.66%
▲ 17.39%
5
Sell
Apr 08, 2026
Exxon Mobil
1.02%
▲ 15.16%
3
Sell
Apr 08, 2026
Vanguard Energy ETF
0.04%
▲ 26.17%
3
Sell
Apr 08, 2026
Cheniere Energy
0.61%
▲ 29.17%
4
Sell
Apr 08, 2026
Wix
1.26%
▼ 24.89%
1
Buy
Apr 07, 2026
Wingstop
2.19%
▲ 30.30%
1
Buy
Apr 07, 2026
Unusual Machines Inc.
0.94%
▼ 9.80%
13
Buy
Apr 06, 2026
Invesco Aerospace & Defense ETF
0.19%
▲ 9.52%
4
Buy
Apr 06, 2026
Powell Industries
0.92%
▲ 31.04%
4
Buy
Apr 02, 2026
SPDR S&P 500 ETF Trust
0.18%
▼ 1.41%
6
Buy
Apr 01, 2026
iShares Silver Trust
16.03%
▲ 44.69%
20
Buy
Apr 01, 2026
VanEck Merk Gold Trust
0.21%
▲ 6.17%
3
Buy
Apr 01, 2026
TSMC
1.5%
▲ 27.65%
12
Buy
Mar 30, 2026
Nvidia
1.6%
▲ 13.28%
18
Sell
Mar 27, 2026
Global X Defense Tech ETF
0.02%
▲ 0.63%
2
Sell
Mar 27, 2026
Vanguard Information Technology ETF
0.2%
▲ 1.92%
2
Sell
Mar 26, 2026
Meta Platforms
0.87%
▲ 4.01%
13
Buy
Mar 25, 2026
Oceaneering International
―
▲ 3.59%
2
Close
Mar 25, 2026
Red Cat Holdings
0.01%
▲ 5.77%
12
Sell
Mar 24, 2026
Teradyne
1.06%
▲ 63.76%
7
Buy
Mar 24, 2026