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Designated Beneficiary IN - New Portfolio

CroneCapital

Designated Beneficiary IN
Individual Investor
Ranked #284,474 out of 815,981 TipRanks' Investors
Success Rate
51%
48 out of 94
profitable transactions
Average Return
19.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.99%
6-Month Return▲ 9.92%
12-Month Return▲ 118.13%
YTD Return▲ 13.58%
Total Return▲ 162.37%

Best Trade

Opened at
Closed at-
Gain▲ 751.18%

Bio

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 5.27%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.84%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.60%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.51%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.16%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.68%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 8.55%
Jul 2025
▲ 7.88%
▲ 2.05%
▲ 2.34%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.27%
▼ 12.86%▼ 1.27%▼ 1.84%
▼ 1.80%▼ 5.57%▼ 10.60%
▲ 1.84%▼ 0.87%▲ 1.51%
▲ 12.20%▲ 6.28%▲ 4.16%
▲ 6.24%▲ 5.14%▲ 4.68%
▲ 27.87%▲ 2.30%▲ 8.55%
▲ 7.88%▲ 2.05%▲ 2.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
6.17%
▲ 23.27%
5
Buy
Aug 15, 2025
AES
0.43%
▲ 12.72%
3
Buy
Aug 15, 2025
Costamare
0.32%
▲ 23.08%
4
Buy
Aug 07, 2025
Walt Disney
4.14%
▲ 1.82%
5
Buy
Jul 24, 2025
Micron
0.74%
▲ 29.07%
3
Buy
Jul 22, 2025
Global X U.S. Infrastructure Development ETF
0.3%
▲ 17.39%
3
Buy
Jul 07, 2025
Nvidia
22.75%
▲ 211.37%
4
Buy
Jul 03, 2025
Capital Group U.S. Small and Mid Cap ETF
0.88%
▲ 6.40%
2
Buy
Jul 01, 2025
Alight
0.04%
▼ 41.06%
3
Buy
Jun 16, 2025
Alphabet Class A
7.33%
▲ 27.53%
4
Buy
Jun 16, 2025
Microsoft
8.86%
▲ 51.36%
3
Buy
Jun 12, 2025
Desktop Metal
▼ 86.77%
2
Close
Apr 03, 2025
Nio
0.69%
▼ 16.12%
2
Buy
Mar 10, 2025
Block
7.17%
▲ 7.10%
4
Buy
Mar 10, 2025
Vir Biotechnology
0.92%
▼ 44.39%
4
Buy
Mar 10, 2025
Aurora Innovation
0.35%
▼ 17.21%
1
Buy
Mar 10, 2025
Adtran
0.29%
▼ 7.40%
1
Buy
Jan 30, 2025
Workiva
0.51%
▼ 19.50%
1
Buy
Jan 30, 2025
Himax Technologies
0.76%
▼ 19.97%
3
Buy
Jan 28, 2025
Viking Therapeutics
0.17%
▼ 18.91%
1
Buy
Jan 28, 2025