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Designated Beneficiary IN - New Portfolio
Sheila Naples
Designated Beneficiary INIndividual Investor
Ranked #502,002 out of 794,476 TipRanks' Investors
Success Rate
121 out of 225
profitable transactions
profitable transactions
Average Return
-0.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 11.40%
6-Month Return▼ 33.15%
12-Month Return▼ 33.72%
YTD Return▼ 17.95%
Total Return▼ 38.46%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▼ 2.89%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 5.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 20.09%
Nov 2024
▲ 5.33%
▼ 2.41%
―
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.37%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 2.41%
Apr 2025
▲ 2.93%▲ 2.10%▼ 2.89%
▲ 10.00%▼ 0.89%▲ 5.32%
▲ 26.01%▲ 5.96%▼ 20.09%
▲ 5.33%▼ 2.41%―
▲ 5.87%▲ 2.69%▲ 4.11%
▼ 12.86%▼ 1.27%▼ 11.87%
▼ 1.80%▼ 5.57%▼ 8.37%
▼ 4.32%▼ 4.06%▼ 2.41%
Recent Activity
Alphabet Class C
17.14%
▼ 2.62%
1
Buy
Apr 01, 2025
Robinhood Markets
0.21%
▲ 11.31%
5
Buy
Mar 31, 2025
Palantir Technologies
6.1%
▼ 6.90%
6
Buy
Mar 31, 2025
ROBO Global Robotics & Automation Index ETF
0.27%
▼ 8.89%
1
Buy
Mar 28, 2025
Advanced Micro Devices
―
▼ 12.38%
4
Sell
Mar 18, 2025
Larimar Therapeutics
1.11%
▼ 31.37%
4
Sell
Feb 25, 2025
Metlife
3.41%
▼ 7.13%
1
Buy
Feb 24, 2025
HIVE Digital Technologies
2.43%
▼ 47.34%
3
Sell
Feb 20, 2025
Celldex
5.68%
▼ 33.55%
2
Sell
Feb 20, 2025
Super Micro Computer
2.54%
▲ 18.69%
3
Sell
Feb 20, 2025
fuboTV
―
▼ 19.43%
2
Sell
Feb 14, 2025
Intel
1.64%
▲ 8.17%
2
Buy
Feb 13, 2025
Bloom Energy
―
▲ 8.39%
3
Close
Feb 04, 2025
Orla Mining
―
▲ 4.58%
2
Sell
Feb 04, 2025
NuScale Power
0.32%
▼ 28.57%
2
Sell
Feb 03, 2025
TSMC
1.77%
▼ 22.03%
1
Buy
Feb 03, 2025
Rio Tinto
1.97%
▼ 2.43%
1
Buy
Feb 03, 2025
WisdomTree
―
▲ 7.22%
4
Close
Feb 01, 2025
PayPal Holdings
―
▼ 4.05%
4
Sell
Feb 01, 2025
Coinbase Global
―
▲ 29.61%
4
Close
Feb 01, 2025