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Designated Beneficiary IN - New Portfolio
yosef s.
Designated Beneficiary INIndividual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
80 out of 136
profitable transactions
profitable transactions
Average Return
2.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.28%
6-Month Return▲ 9.36%
12-Month Return-
YTD Return▲ 2.25%
Total Return▲ 2.25%
Best Trade
Bio
Performance
14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▼ 1.85%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 4.28%
Mar 2025
▲ 1.11%
▼ 0.87%
▼ 3.24%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 5.27%
May 2025
▲ 10.82%
▲ 5.14%
▲ 4.32%
Jun 2025
▲ 7.00%
▲ 2.30%
▲ 1.62%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 5.30%
Aug 2025
▲ 11.44%
▲ 2.88%
▼ 4.28%
Sep 2025
▲ 1.65%▼ 1.27%▼ 1.85%
▼ 4.94%▼ 5.57%▼ 4.28%
▲ 1.11%▼ 0.87%▼ 3.24%
▲ 14.06%▲ 6.28%▲ 5.27%
▲ 10.82%▲ 5.14%▲ 4.32%
▲ 7.00%▲ 2.30%▲ 1.62%
▲ 2.23%▲ 2.05%▲ 5.30%
▲ 11.44%▲ 2.88%▼ 4.28%
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
―
▼ 0.31%
17
Close
Aug 25, 2025
Angel Oak Mortgage
―
▲ 3.92%
6
Close
Aug 25, 2025
Amcor
4.66%
▼ 11.19%
4
Buy
Aug 22, 2025
Healthpeak Properties
2.76%
▲ 0.45%
6
Buy
Aug 22, 2025
NEOS Bitcoin High Income ETF
56.53%
▲ 13.73%
4
Buy
Aug 22, 2025
Trade Desk
10.46%
▼ 5.61%
3
Buy
Aug 18, 2025
Climb Bio
10.33%
▲ 26.90%
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
Close
Jul 21, 2025
Micron
―
▲ 9.85%
3
Close
Jul 21, 2025
Altria Group
―
▲ 0.43%
6
Close
Jul 21, 2025