Education
About Us
Working with TipRanks
Follow Us
Designated Beneficiary IN - New Portfolio
Designated Beneficiary IN
Individual Investor
Ranked #266,342 out of 857,307 TipRanks' Investors
Success Rate
26 out of 42
profitable transactions
profitable transactions
Average Return
16.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.14%
6-Month Return▼ 25.99%
12-Month Return▲ 0.45%
YTD Return▼ 18.90%
Total Return▲ 6.86%
Best Trade
Bio
Looking to Beat the S&P with min 20% returns with 6-12 time frame.
Performance
12.96%0-12.96%
▲ 2.76%
▲ 2.05%
▲ 7.87%
Aug 2025
▲ 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
▼ 1.18%
▼ 0.86%
▼ 8.52%
Feb 2026
▲ 1.73%
▼ 5.20%
▲ 1.85%
Mar 2026
▲ 2.76%▲ 2.05%▲ 7.87%
▲ 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%
▼ 1.18%▼ 0.86%▼ 8.52%
▲ 1.73%▼ 5.20%▲ 1.85%
Recent Activity
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
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
Salesforce
100%
▼ 24.08%
3
Buy
Sep 26, 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