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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #269,396 out of 808,558 TipRanks' Investors
Success Rate
149 out of 249
profitable transactions
profitable transactions
Average Return
4.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.15%
6-Month Return▲ 25.00%
12-Month Return▼ 3.25%
YTD Return▲ 25.00%
Total Return▼ 6.24%
Best Trade
Bio
Performance
16.54%0-16.54%
▲ 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
▲ 1.84%
▼ 0.87%
▲ 10.90%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 16.54%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.73%
Jun 2025
▲ 14.45%
▲ 1.03%
▲ 5.81%
Jul 2025
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%▲ 4.11%
▼ 12.86%▼ 1.27%▼ 11.87%
▼ 1.80%▼ 5.57%▼ 8.37%
▲ 1.84%▼ 0.87%▲ 10.90%
▲ 12.20%▲ 6.28%▲ 16.54%
▲ 6.24%▲ 5.14%▲ 8.73%
▲ 14.45%▲ 1.03%▲ 5.81%
Recent Activity
Bit Digital
1.57%
▼ 6.97%
3
Buy
Jul 15, 2025
Diamondback
―
▲ 2.46%
6
Close
Jul 03, 2025
Palantir Technologies
0.6%
▲ 59.62%
8
Sell
Jun 18, 2025
Tesla
―
▲ 3.96%
9
Close
Jun 12, 2025
Advanced Micro Devices
0.64%
▲ 21.62%
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
2.43%
▲ 17.86%
4
Buy
May 19, 2025
US Gold
3.17%
▼ 9.80%
5
Buy
May 19, 2025
Alphabet Class C
―
▲ 6.83%
3
Sell
May 17, 2025
Alphabet Class A
13.15%
▲ 2.04%
6
Buy
May 14, 2025
TSMC
2.85%
▲ 26.09%
3
Sell
May 14, 2025
Microsoft
2.02%
▲ 7.65%
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
31.48%
▲ 37.76%
5
Sell
May 09, 2025
Cipher Mining
―
▲ 13.81%
17
Close
May 09, 2025