Designated Beneficiary IN - New Portfolio
Designated Beneficiary IN
Individual Investor
Ranked #276,288 out of 858,896 TipRanks' Investors
Success Rate
32 out of 51
profitable transactions
profitable transactions
Average Return
13.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.01%
6-Month Return▼ 29.99%
12-Month Return▼ 1.08%
YTD Return▼ 24.02%
Total Return▲ 0.12%
Best Trade
Bio
Looking to Beat the S&P with min 20% returns with 6-12 time frame.
Performance
12.96%0-12.96%
▲ 12.88%
▲ 3.56%
▼ 1.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.69%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.51%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.52%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 12.96%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 8.24%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.17%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 0.73%
Apr 2026
▲ 12.88%▲ 3.56%▼ 1.95%
▲ 10.96%▲ 2.38%▲ 1.69%
▼ 3.68%▲ 0.19%▼ 7.51%
▼ 0.10%▲ 0.08%▼ 1.52%
▲ 4.06%▲ 1.47%▼ 12.96%
▼ 1.12%▼ 0.86%▼ 8.24%
▲ 0.60%▼ 4.94%▼ 4.17%
▲ 4.89%▲ 4.48%▼ 0.73%
Recent Activity
Quantum Computing
4.48%
▲ 61.14%
3
Buy
Apr 02, 2026
SoundHound AI, Inc Class A
6.8%
▲ 47.88%
3
Buy
Apr 02, 2026
AeroVironment
9.5%
▼ 5.63%
1
Buy
Apr 02, 2026
DraftKings
7.05%
▼ 0.13%
1
Buy
Apr 02, 2026
Celsius Holdings
5.53%
▲ 0.49%
1
Buy
Apr 02, 2026
Ardelyx
4.57%
▲ 1.21%
1
Buy
Apr 02, 2026
Micron
11.12%
▲ 12.06%
1
Buy
Apr 02, 2026
Amazon
12.6%
▲ 13.24%
1
Buy
Apr 02, 2026
Microsoft
15.68%
▲ 0.49%
1
Buy
Apr 02, 2026
Enterprise Products Partners
―
▲ 10.10%
2
Close
Jan 24, 2026
Energy Transfer
―
▲ 6.96%
2
Close
Jan 24, 2026
Rockwell Med
―
▼ 36.33%
2
Close
Dec 25, 2025
Trade Desk
―
▼ 27.63%
5
Sell
Dec 25, 2025
Gorilla Technology Group Inc.
―
▼ 31.80%
2
Close
Dec 25, 2025
Zscaler
―
▼ 13.45%
2
Sell
Dec 25, 2025
American Airlines
―
▲ 20.13%
2
Close
Nov 15, 2025
UnitedHealth
―
▲ 26.82%
3
Close
Nov 15, 2025
Ufp Technologies
―
▲ 18.27%
3
Sell
Nov 05, 2025
Torm
―
▲ 23.18%
2
Close
Oct 10, 2025
Elevance Health
―
▲ 23.01%
2
Close
Oct 10, 2025