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Designated Beneficiary IN - New Portfolio

yosef s.

Designated Beneficiary IN
Individual Investor
Ranked #351,001 out of 849,026 TipRanks' Investors
Success Rate
60%
92 out of 153
profitable transactions
Average Return
2.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.31%
6-Month Return▲ 5.77%
12-Month Return-
YTD Return▲ 1.69%
Total Return▲ 7.61%

Best Trade

Opened at
Closed at
Gain▲ 153.37%

Bio

Performance

12.88%0-12.88%
▲ 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%
▼ 3.52%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.00%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.86%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.84%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 1.69%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 4.32%
▲ 7.60%▲ 2.30%▲ 1.62%
▲ 2.76%▲ 2.05%▲ 5.30%
▲ 12.88%▲ 3.56%▼ 3.52%
▲ 10.96%▲ 2.38%▼ 1.00%
▼ 3.58%▲ 0.19%▲ 0.86%
▼ 0.10%▲ 0.08%▲ 2.84%
▲ 2.78%▲ 1.51%▲ 1.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Indaptus Therapeutics
4.21%
▼ 7.08%
2
Sell
Jan 16, 2026
Weyerhaeuser
▼ 12.36%
5
Sell
Jan 15, 2026
Amcor
▼ 5.49%
5
Sell
Jan 15, 2026
Healthpeak Properties
▼ 6.95%
7
Sell
Jan 15, 2026
Kenvue, Inc.
▼ 8.51%
4
Sell
Jan 15, 2026
Coterra Energy
▼ 7.74%
4
Sell
Jan 15, 2026
Viatris
▲ 23.31%
5
Close
Jan 15, 2026
Trade Desk
▼ 15.14%
4
Close
Jan 15, 2026
Climb Bio
▲ 146.05%
3
Close
Jan 15, 2026
NEOS Bitcoin High Income ETF
3.39%
▲ 0.13%
5
Sell
Jan 14, 2026
Milestone Pharmaceuticals
8.49%
▲ 4.17%
2
Buy
Jan 13, 2026
Vanda
10.38%
▲ 2.76%
1
Buy
Jan 13, 2026
Ocugen
2.26%
▲ 21.80%
1
Buy
Jan 06, 2026
Outlook Therapeutics
8.73%
▼ 69.99%
3
Buy
Jan 02, 2026
PDS Biotechnology
15.79%
▲ 7.75%
5
Buy
Jan 02, 2026
Bioxcel Therapeutics
5.32%
▼ 2.51%
2
Buy
Dec 29, 2025
Soligenix
3.74%
▼ 14.10%
1
Buy
Oct 27, 2025
MIRA Pharmaceuticals, Inc.
10.17%
▼ 2.67%
1
Buy
Sep 15, 2025
Costco
▲ 4.43%
4
Close
Aug 25, 2025
GE Healthcare Technologies Inc
▼ 9.18%
3
Close
Aug 25, 2025