Designated Beneficiary IN - New Portfolio

ERIC HILL

Designated Beneficiary IN
Individual Investor
Ranked #98,953 out of 766,394 TipRanks' Investors
Success Rate
68%
92 out of 136
profitable transactions
Average Return
10.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.72%
6-Month Return-
12-Month Return-
YTD Return▲ 13.18%
Total Return▲ 13.18%

Best Trade

Opened at
Closed at-
Gain▲ 114.91%

Bio

Just a Texas guy in his 50's trying to invest smart and not work until I'm 104 years old.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.11%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 5.32%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.82%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.77%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.73%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 5.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 1.54%
▼ 2.25%▲ 3.53%▲ 6.11%
▲ 25.72%▲ 1.21%▼ 5.32%
▼ 4.22%▲ 2.34%▲ 3.82%
▲ 7.82%▲ 2.10%▲ 1.77%
▲ 6.02%▼ 0.89%▼ 0.73%
▲ 22.71%▲ 5.30%▲ 5.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Samsara
▼ 0.50%
2
Close
Aug 24, 2024
Uber Technologies
3.43%
▲ 6.27%
21
Buy
Aug 23, 2024
Microsoft
5.84%
▼ 0.69%
18
Sell
Aug 23, 2024
TJX Companies
6.97%
▲ 4.17%
11
Buy
Aug 23, 2024
On Holding AG
3.2%
▲ 34.94%
8
Buy
Aug 23, 2024
Coca-Cola
2.17%
▼ 7.54%
6
Buy
Aug 23, 2024
Elanco Animal Health
0.99%
▲ 5.59%
5
Buy
Aug 23, 2024
Peloton Interactive
0.53%
▲ 76.94%
1
Buy
Aug 23, 2024
Nvidia
76.86%
▲ 75.09%
20
Buy
Aug 19, 2024
Shell
▲ 0.35%
5
Close
Aug 14, 2024
Skechers USA
▲ 1.80%
2
Close
Aug 11, 2024
Wells Fargo
▼ 12.83%
3
Close
Aug 08, 2024
Eli Lilly & Co
▼ 9.28%
2
Sell
Aug 08, 2024
Amazon
▼ 7.86%
2
Close
Jul 19, 2024
McKesson
▲ 0.51%
6
Sell
Jul 14, 2024
CrowdStrike Holdings
▼ 3.53%
12
Sell
Jul 14, 2024
Palantir Technologies
▲ 8.38%
3
Sell
Jul 14, 2024
Chipotle
▼ 4.47%
3
Sell
Jul 04, 2024
Broadcom
▼ 11.35%
3
Sell
Jun 26, 2024
Visa
▲ 0.72%
3
Sell
Jun 24, 2024