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Designated Beneficiary IN - New Portfolio
yosef s.
Designated Beneficiary INIndividual Investor
Ranked #322,464 out of 816,888 TipRanks' Investors
Success Rate
80 out of 136
profitable transactions
profitable transactions
Average Return
3.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.54%
6-Month Return▲ 11.29%
12-Month Return-
YTD Return▲ 6.63%
Total Return▲ 6.63%
Best Trade
Bio
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.28%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.24%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.27%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.32%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.62%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.30%
Aug 2025
▲ 1.52%
▲ 0.34%
▼ 0.18%
Sep 2025
▼ 12.86%▼ 1.27%▼ 1.85%
▼ 1.80%▼ 5.57%▼ 4.28%
▲ 1.84%▼ 0.87%▼ 3.24%
▲ 12.20%▲ 6.28%▲ 5.27%
▲ 6.24%▲ 5.14%▲ 4.32%
▲ 27.87%▲ 2.30%▲ 1.62%
▲ 4.87%▲ 2.05%▲ 5.30%
▲ 1.52%▲ 0.34%▼ 0.18%
Recent Activity
Costco
―
▲ 4.43%
4
Close
Aug 25, 2025
GE Healthcare Technologies Inc
―
▼ 9.18%
3
Close
Aug 25, 2025
Interpublic Group of Companies
―
▲ 4.86%
4
Close
Aug 25, 2025
APA
―
▼ 5.80%
3
Sell
Aug 25, 2025
iShares National Muni Bond ETF
―
▼ 7.33%
8
Close
Aug 25, 2025
NEOS S&P 500 High Income ETF
―
▼ 0.45%
17
Close
Aug 25, 2025
Angel Oak Mortgage
―
▲ 3.92%
6
Close
Aug 25, 2025
Amcor
4.55%
▼ 9.16%
4
Buy
Aug 22, 2025
Healthpeak Properties
2.55%
▼ 1.58%
6
Buy
Aug 22, 2025
NEOS Bitcoin High Income ETF
55.59%
▲ 16.68%
4
Buy
Aug 22, 2025
Trade Desk
10.96%
▼ 0.91%
3
Buy
Aug 18, 2025
Climb Bio
11%
▲ 42.39%
2
Buy
Aug 12, 2025
AT&T
―
▲ 1.10%
3
Sell
Jul 25, 2025
Pfizer
―
▲ 1.08%
7
Close
Jul 23, 2025
Host Hotels & Resorts
―
▲ 0.72%
5
Close
Jul 21, 2025
Automatic Data Processing
―
▲ 5.88%
3
Close
Jul 21, 2025
Exxon Mobil
―
▼ 1.99%
3
Close
Jul 21, 2025
Huntington Bancshares
―
▲ 6.18%
4
Sell
Jul 21, 2025
Micron
―
▲ 9.85%
3
Close
Jul 21, 2025
Altria Group
―
▲ 0.43%
6
Sell
Jul 21, 2025