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Designated Beneficiary IN - New Portfolio

Derek Nyberg

Designated Beneficiary IN
Individual Investor
Ranked #238,181 out of 858,971 TipRanks' Investors
Success Rate
57%
124 out of 218
profitable transactions
Average Return
18.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.38%
6-Month Return▲ 4.93%
12-Month Return▲ 30.81%
YTD Return▼ 1.17%
Total Return▲ 37.36%

Best Trade

Opened at
Closed at-
Gain▲ 328.36%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 11.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.28%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.90%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.41%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.39%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.66%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 4.86%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 11.17%
▲ 10.96%▲ 2.38%▲ 1.07%
▼ 3.68%▲ 0.19%▼ 2.28%
▼ 0.10%▲ 0.08%▲ 2.90%
▲ 4.06%▲ 1.47%▲ 2.41%
▼ 1.12%▼ 0.86%▼ 1.39%
▲ 0.60%▼ 4.94%▼ 6.66%
▲ 7.53%▲ 5.50%▲ 4.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celsius Holdings
0.37%
▼ 5.69%
4
Buy
Apr 10, 2026
Super Micro Computer
0.87%
▼ 18.69%
12
Buy
Apr 10, 2026
Netflix
0.02%
▲ 3.44%
1
Buy
Apr 10, 2026
Nike
0.15%
▼ 15.44%
8
Buy
Apr 09, 2026
On Holding AG
0.32%
▼ 8.87%
4
Buy
Apr 09, 2026
Booking Holdings
0.04%
▲ 3.47%
1
Buy
Apr 07, 2026
Equinor ASA
0.13%
▲ 72.27%
3
Sell
Apr 06, 2026
Chord Energy
0.41%
▲ 36.29%
4
Sell
Apr 06, 2026
Halliburton
0.5%
▲ 85.13%
5
Sell
Apr 06, 2026
Conocophillips
0.67%
▲ 30.02%
3
Sell
Apr 06, 2026
Schlumberger
0.74%
▲ 28.49%
3
Sell
Apr 06, 2026
ProShares UltraPro QQQ
0.7%
▲ 27.62%
3
Buy
Mar 31, 2026
Vanguard S&P 500 ETF
1.06%
▲ 24.85%
3
Buy
Mar 31, 2026
Astera Labs, Inc.
0.28%
▲ 48.67%
3
Buy
Mar 31, 2026
Boston Scientific
0.4%
▼ 10.46%
4
Buy
Mar 30, 2026
Vanguard Specialized Portfolios Energy Fund
0.71%
▲ 11.05%
3
Buy
Mar 30, 2026
SoFi
0.23%
▲ 2.02%
4
Buy
Mar 27, 2026
Coinbase Global
0.58%
▲ 0.03%
6
Buy
Mar 27, 2026
Uber Technologies
1.09%
▲ 18.00%
2
Buy
Mar 27, 2026
Micron
3.63%
▲ 109.61%
4
Buy
Mar 27, 2026