tiprankstipranks

Designated Beneficiary IN - New Portfolio

yosef s.

Designated Beneficiary IN
Individual Investor
Ranked #399,429 out of 858,971 TipRanks' Investors
Success Rate
57%
89 out of 155
profitable transactions
Average Return
0.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.01%
6-Month Return▼ 8.21%
12-Month Return▲ 6.20%
YTD Return▼ 12.24%
Total Return▼ 6.88%

Best Trade

Opened at
Closed at
Gain▲ 153.37%

Bio

Performance

27.79%0-27.79%
▲ 12.88%
▲ 3.56%
▼ 3.52%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.00%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.83%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 10.54%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.98%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 18.35%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 27.79%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 3.52%
▲ 10.96%▲ 2.38%▼ 1.00%
▼ 3.68%▲ 0.19%▲ 1.12%
▼ 0.10%▲ 0.08%▲ 2.83%
▲ 4.06%▲ 1.47%▼ 10.54%
▼ 1.12%▼ 0.86%▼ 5.98%
▲ 0.60%▼ 4.94%▼ 18.35%
▲ 7.53%▲ 5.50%▲ 27.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanda
▲ 10.48%
2
Close
Jan 24, 2026
NEOS Bitcoin High Income ETF
2.85%
▼ 36.99%
6
Buy
Jan 23, 2026
Outlook Therapeutics
5.5%
▼ 76.60%
4
Buy
Jan 23, 2026
Indaptus Therapeutics
3.19%
▼ 36.62%
2
Sell
Jan 16, 2026
Weyerhaeuser
▼ 12.36%
5
Sell
Jan 15, 2026
Amcor
▼ 5.49%
5
Close
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
Milestone Pharmaceuticals
9.28%
▲ 2.63%
2
Buy
Jan 13, 2026
Ocugen
2.77%
▲ 34.59%
1
Buy
Jan 06, 2026
PDS Biotechnology
20.23%
▲ 24.42%
5
Buy
Jan 02, 2026
Bioxcel Therapeutics
3.15%
▼ 47.94%
2
Buy
Dec 29, 2025
Soligenix
3.56%
▼ 26.28%
1
Buy
Oct 27, 2025
MIRA Pharmaceuticals, Inc.
7.96%
▼ 31.33%
1
Buy
Sep 15, 2025
Costco
▲ 4.43%
4
Close
Aug 25, 2025
GE Healthcare Technologies Inc
▼ 9.18%
3
Close
Aug 25, 2025