Designated Beneficiary IN - New Portfolio
Designated Beneficiary IN
Individual Investor
Ranked #239,736 out of 861,012 TipRanks' Investors
Success Rate
45 out of 68
profitable transactions
profitable transactions
Average Return
12.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.98%
6-Month Return▼ 21.44%
12-Month Return▲ 6.75%
YTD Return▼ 14.06%
Total Return▲ 13.25%
Best Trade
Bio
Looking to Beat the S&P with min 20% returns with 6-12 time frame.
Performance
16.06%0-16.06%
▲ 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
▼ 1.33%
▼ 0.86%
▼ 8.24%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.17%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 10.42%
Apr 2026
▲ 1.37%
▲ 0.28%
▲ 1.69%
May 2026
▲ 10.96%▲ 2.38%▲ 1.69%
▼ 3.68%▲ 0.19%▼ 7.51%
▼ 0.10%▲ 0.08%▼ 1.52%
▲ 4.06%▲ 1.47%▼ 12.96%
▼ 1.33%▼ 0.86%▼ 8.24%
▲ 0.52%▼ 4.94%▼ 4.17%
▲ 16.06%▲ 10.51%▲ 10.42%
▲ 1.37%▲ 0.28%▲ 1.69%
Recent Activity
Mineralys Therapeutics, Inc.
3.83%
0.00%
1
Buy
May 01, 2026
Karman Holdings Inc.
4.3%
0.00%
1
Buy
May 01, 2026
Nano Nuclear Energy Inc.
4.6%
0.00%
1
Buy
May 01, 2026
Robinhood
4.82%
0.00%
1
Buy
May 01, 2026
Amazon
―
▲ 24.04%
2
Sell
Apr 29, 2026
Microsoft
―
▲ 7.83%
3
Sell
Apr 25, 2026
MP Materials
―
▲ 9.87%
2
Close
Apr 23, 2026
Okta
―
▲ 7.13%
2
Close
Apr 23, 2026
Quantum Computing
―
▲ 81.86%
4
Sell
Apr 22, 2026
SoundHound AI, Inc Class A
―
▲ 61.98%
4
Close
Apr 22, 2026
AeroVironment
―
▲ 3.56%
2
Sell
Apr 22, 2026
Ardelyx
―
▲ 3.18%
2
Close
Apr 22, 2026
Micron
―
▲ 19.47%
2
Sell
Apr 22, 2026
Draganfly
―
▲ 4.50%
2
Sell
Apr 22, 2026
NuScale Power
―
▲ 8.90%
2
Sell
Apr 22, 2026
Oracle
―
▲ 3.97%
2
Sell
Apr 22, 2026
Toast Inc
―
▲ 5.84%
2
Sell
Apr 22, 2026
Salesforce
35.84%
▼ 12.78%
6
Buy
Apr 17, 2026
Inspire Medical Systems
3.71%
▼ 0.93%
1
Buy
Apr 17, 2026
Rezolute
3.89%
▼ 8.84%
1
Buy
Apr 17, 2026