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Designated Beneficiary IN - New Portfolio
Designated Beneficiary IN
Individual Investor
Ranked #205,190 out of 818,587 TipRanks' Investors
Success Rate
26 out of 38
profitable transactions
profitable transactions
Average Return
22.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.07%
6-Month Return▲ 34.01%
12-Month Return-
YTD Return▲ 35.77%
Total Return▲ 42.86%
Best Trade
Bio
Looking to Beat the S&P with min 20% returns with 6-12 time frame.
Performance
27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 3.06%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.68%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.38%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 15.89%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.21%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 2.30%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.87%
Aug 2025
▲ 8.78%
▲ 2.32%
▼ 1.54%
Sep 2025
▼ 12.86%▼ 1.27%▼ 3.06%
▼ 1.80%▼ 5.57%▼ 6.68%
▲ 1.84%▼ 0.87%▲ 1.38%
▲ 12.20%▲ 6.28%▲ 15.89%
▲ 6.24%▲ 5.14%▲ 10.21%
▲ 27.91%▲ 2.30%▲ 2.30%
▲ 4.87%▲ 2.05%▲ 7.87%
▲ 8.78%▲ 2.32%▼ 1.54%
Recent Activity
Trade Desk
23.48%
▼ 13.22%
4
Buy
Sep 12, 2025
Bitcoin Depot
3.86%
▼ 1.01%
1
Buy
Sep 12, 2025
Citizens Financial
―
▲ 43.94%
2
Close
Sep 03, 2025
Block
―
▲ 52.20%
2
Close
Sep 03, 2025
JPMorgan Chase
0.17%
▲ 18.80%
5
Sell
Aug 29, 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
Gorilla Technology Group Inc.
2.06%
▲ 3.32%
1
Buy
Aug 08, 2025
UnitedHealth
19.74%
▲ 33.88%
2
Buy
Aug 04, 2025
Elevance Health
9.01%
▲ 6.48%
1
Buy
Jul 24, 2025
Salesforce
13.9%
▼ 9.87%
2
Buy
Jul 23, 2025
Torm
8.11%
▲ 39.70%
1
Buy
Jun 03, 2025