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Designated Beneficiary IN - New Portfolio
yosef s.
Designated Beneficiary INIndividual Investor
Ranked #339,922 out of 824,088 TipRanks' Investors
Success Rate
81 out of 136
profitable transactions
profitable transactions
Average Return
2.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.27%
6-Month Return▲ 15.66%
12-Month Return-
YTD Return▲ 0.78%
Total Return▲ 0.78%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.28%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.24%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.27%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.30%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 3.47%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 2.27%
Oct 2025
▼ 6.38%▼ 5.57%▼ 4.28%
▲ 0.80%▼ 0.87%▼ 3.24%
▲ 11.63%▲ 6.28%▲ 5.27%
▲ 9.25%▲ 5.14%▲ 4.32%
▲ 7.60%▲ 2.30%▲ 1.62%
▲ 2.76%▲ 2.05%▲ 5.30%
▲ 12.88%▲ 3.56%▼ 3.47%
▲ 4.43%▼ 0.27%▼ 2.27%
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
―
▼ 7.29%
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
4.79%
▼ 10.38%
4
Buy
Aug 22, 2025
Healthpeak Properties
2.75%
▼ 0.99%
6
Buy
Aug 22, 2025
NEOS Bitcoin High Income ETF
56.18%
▲ 11.89%
4
Buy
Aug 22, 2025
Trade Desk
11.27%
▼ 2.91%
3
Buy
Aug 18, 2025
Climb Bio
9.52%
▲ 14.98%
2
Buy
Aug 12, 2025
AT&T
―
▲ 1.10%
3
Close
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