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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #332,666 out of 815,805 TipRanks' Investors
Success Rate
156 out of 269
profitable transactions
profitable transactions
Average Return
3.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.48%
6-Month Return▲ 24.30%
12-Month Return▼ 7.28%
YTD Return▲ 14.05%
Total Return▼ 14.46%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 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
▲ 27.88%
▲ 2.30%
▼ 2.14%
Jul 2025
▲ 6.52%
▲ 2.30%
▼ 1.35%
Aug 2025
▲ 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%
▲ 27.88%▲ 2.30%▼ 2.14%
▲ 6.52%▲ 2.30%▼ 1.35%
Recent Activity
Nvidia
0.78%
▲ 42.66%
6
Sell
Aug 29, 2025
Alibaba
48.11%
▲ 8.60%
3
Buy
Aug 29, 2025
HIVE Digital Technologies
1.27%
▼ 14.50%
7
Sell
Aug 29, 2025
TSMC
1.03%
▲ 12.00%
6
Sell
Aug 29, 2025
BitMine Immersion Technologies
0.99%
▲ 9.98%
2
Sell
Aug 29, 2025
Coterra Energy
1.05%
▲ 2.44%
2
Sell
Aug 29, 2025
Gold Royalty
7.09%
0.00%
1
Buy
Aug 29, 2025
SPDR S&P 500 ETF Trust
14.04%
▲ 0.49%
1
Buy
Aug 22, 2025
Jazz Pharmaceuticals
0.55%
▲ 0.73%
4
Sell
Jul 30, 2025
Advanced Micro Devices
2.92%
▲ 9.96%
9
Buy
Jul 30, 2025
Palantir Technologies
4.1%
▲ 57.65%
9
Buy
Jul 30, 2025
Draganfly
6.14%
▼ 8.27%
5
Buy
Jul 30, 2025
Solid Biosciences
1.7%
▼ 16.49%
2
Buy
Jul 30, 2025
BridgeBio Pharma
0.23%
▲ 12.73%
1
Sell
Jul 30, 2025
Microsoft
―
▲ 8.15%
5
Close
Jul 22, 2025
Bit Digital
2.26%
▼ 30.30%
6
Sell
Jul 22, 2025
Alphabet Class A
―
▲ 2.04%
7
Sell
Jul 17, 2025
Pan American Silver
―
▲ 17.86%
5
Close
Jul 17, 2025
US Gold
―
▼ 9.80%
6
Sell
Jul 17, 2025
SharpLink Gaming
0.24%
▼ 47.64%
1
Buy
Jul 17, 2025