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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #335,189 out of 826,206 TipRanks' Investors
Success Rate
215 out of 371
profitable transactions
profitable transactions
Average Return
6.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.30%
6-Month Return▲ 30.30%
12-Month Return▲ 0.01%
YTD Return▲ 26.63%
Total Return▼ 5.02%
Best Trade
Bio
Performance
16.54%0-16.54%
▼ 6.38%
▼ 5.57%
▼ 8.37%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 11.23%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 16.54%
May 2025
▲ 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
▼ 6.38%▼ 5.57%▼ 8.37%
▲ 0.80%▼ 0.87%▲ 11.23%
▲ 11.63%▲ 6.28%▲ 16.54%
▲ 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%
Recent Activity
UnitedHealth
3.99%
▲ 1.46%
6
Buy
Oct 31, 2025
Meta Platforms
0.69%
▼ 0.93%
3
Buy
Oct 31, 2025
VanEck Junior Gold Miners ETF
2.48%
▲ 0.97%
3
Sell
Oct 31, 2025
Energy Select Sector SPDR Fund
1.78%
▲ 0.01%
2
Buy
Oct 31, 2025
Eastern Bankshares
0.07%
0.00%
1
Buy
Oct 31, 2025
Norfolk Southern
2.1%
0.00%
1
Buy
Oct 31, 2025
Red Cat Holdings
7.63%
0.00%
1
Buy
Oct 31, 2025
Fortinet
6.97%
0.00%
1
Buy
Oct 31, 2025
SentinelOne
5.11%
0.00%
1
Buy
Oct 31, 2025
Global X AI Semiconductor & Quantum ETF
3.1%
0.00%
1
Buy
Oct 31, 2025
Communication Services Select Sector SPDR Fund
1.22%
0.00%
1
Buy
Oct 31, 2025
Themes Gold Miners ETF
0.98%
0.00%
1
Buy
Oct 31, 2025
iShares U.S. Oil & Gas Exploration & Production ETF
0.95%
0.00%
1
Buy
Oct 31, 2025
Harbor Health Care ETF
0.51%
0.00%
1
Buy
Oct 31, 2025
iShares MSCI Global Gold Miners ETF
0.26%
0.00%
1
Buy
Oct 31, 2025
CommVault Systems
4.14%
▲ 7.96%
3
Buy
Oct 30, 2025
Draganfly
1.88%
▲ 66.09%
14
Buy
Oct 30, 2025
Nova Minerals Limited Sponsored ADR
0.39%
▼ 2.45%
2
Buy
Oct 30, 2025
iShares Semiconductor ETF
5.2%
▲ 0.46%
2
Sell
Oct 30, 2025
Lululemon Athletica
―
▼ 0.39%
5
Close
Oct 29, 2025