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Designated Beneficiary IN - New Portfolio
Designated Beneficiary IN
Individual Investor
Ranked #205,911 out of 825,227 TipRanks' Investors
Success Rate
28 out of 40
profitable transactions
profitable transactions
Average Return
23.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.25%
6-Month Return▲ 42.40%
12-Month Return-
YTD Return▲ 41.88%
Total Return▲ 49.30%
Best Trade
Bio
Looking to Beat the S&P with min 20% returns with 6-12 time frame.
Performance
15.90%0-15.90%
▼ 6.38%
▼ 5.57%
▼ 6.68%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 15.90%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.21%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.87%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.95%
Sep 2025
▲ 10.60%
▲ 2.86%
▲ 4.94%
Oct 2025
▼ 6.38%▼ 5.57%▼ 6.68%
▲ 0.80%▼ 0.87%▲ 1.38%
▲ 11.63%▲ 6.28%▲ 15.90%
▲ 9.25%▲ 5.14%▲ 10.21%
▲ 7.60%▲ 2.30%▲ 2.30%
▲ 2.76%▲ 2.05%▲ 7.87%
▲ 12.88%▲ 3.56%▼ 1.95%
▲ 10.60%▲ 2.86%▲ 4.94%
Recent Activity
SoundHound AI, Inc Class A
―
▲ 99.79%
2
Sell
Oct 18, 2025
Torm
―
▲ 23.18%
2
Close
Oct 10, 2025
Elevance Health
―
▲ 23.01%
2
Close
Oct 10, 2025
Bitcoin Depot
―
▼ 15.70%
2
Close
Oct 10, 2025
JPMorgan Chase
―
▲ 18.79%
6
Close
Oct 07, 2025
Ufp Technologies
5.1%
▲ 1.22%
1
Buy
Oct 03, 2025
Salesforce
21.18%
▼ 0.74%
3
Buy
Sep 26, 2025
Trade Desk
30.77%
▲ 3.63%
4
Buy
Sep 12, 2025
Citizens Financial
―
▲ 43.94%
2
Close
Sep 03, 2025
Block
―
▲ 52.20%
2
Close
Sep 03, 2025
Quantum Computing
―
▲ 116.67%
2
Close
Aug 27, 2025
Tempus AI, Inc. Class A
―
▲ 47.97%
2
Close
Aug 23, 2025
Delta Air Lines
―
▲ 29.13%
2
Close
Aug 21, 2025
Serve Robotics Inc
―
▲ 20.54%
3
Close
Aug 21, 2025
Nvidia
―
▲ 54.56%
2
Close
Aug 21, 2025
Super Micro Computer
―
▲ 6.21%
3
Close
Aug 21, 2025
Alphabet Class C
―
▲ 25.14%
2
Sell
Aug 21, 2025
ASML Holding
―
▲ 5.58%
4
Close
Aug 21, 2025
Reddit Inc Class A
―
▲ 93.20%
3
Close
Aug 20, 2025
Intel
―
▼ 1.58%
2
Sell
Aug 09, 2025