Designated Beneficiary IN - New Portfolio

Performance Portfolio Details

Derek Nyberg

Designated Beneficiary IN

Individual Investor

Ranked #164,439 out of 859,299 TipRanks' Investors

Success Rate

137 out of 218
profitable transactions

Average Return

22.11%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

15.81% MDT

10.94% NVDA

6.61% AMCPX

6.07% ROK

6.06% HON

54.51% Others

By Assets

84.59% Stocks

13.33% Funds

1.79% ETFs

0.29% Cash

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

27.38% Healthcare

25.58% Technology

15.31% General

13.32% Industrials

3.92% Communication Services

3.86% Consumer Cyclical

10.62% Other

Portfolio Holdings

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To view investors' portfolios

IBM

$251.00

+2.53%

After:

+0.09%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 5.73%

$32.81

-2.07%

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 3.83%

PYPL

$49.80

+0.46%

5 Buy

21 Hold

4 Sell

Hold

premium

▼ 3.11%

JSPR

$0.96

-8.83%

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

▼ 72.91%

BAC

$53.48

-1.55%

14 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 69.02%

$143.12

-0.18%

11 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 4.6%

$26.39

+3.63%

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 28.34%

NKE

$45.69

+0.54%

13 Buy

11 Hold

0 Sell

Moderate Buy

premium

▼ 14.76%

WPC

$72.88

+1.82%

4 Buy

4 Hold

2 Sell

Hold

premium

▲ 13.92%

AHR

$50.59

+2.24%

7 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 26.7%

WFC

$81.23

+1.17%

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 91.82%

INTC

$68.49

+5.47%

After:

-0.01%

6 Buy

24 Hold

4 Sell

Hold

premium

▲ 118.54%

JNJ

$234.47

-1.76%

After:

+0.05%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 45.41%

EQNR

$38.25

+3.88%

0 Buy

5 Hold

0 Sell

Hold

premium

▲ 68.09%

SCHW

$92.64

-7.61%

After:

-0.06%

10 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 73.61%

BMY

$58.96

+1.85%

7 Buy

12 Hold

1 Sell

Moderate Buy

premium

▲ 24.09%

ARCC

$18.79

-0.98%

After:

-0.03%

5 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 1.12%

AAPL

$263.43

-1.13%

After:

-0.07%

15 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 76.42%

JPM

$309.86

+1.28%

After:

+0.02%

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 62.89%

DIS

$103.92

+0.85%

18 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 18.44%

UNH

$316.49

+0.78%

After:

-0.03%

18 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 10.43%

BIDU

$125.09

+3.43%

9 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 31.24%

MDXG

$3.43

-11.6%

6 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 44.91%

NVO

$40.91

+0.25%

After:

+0.07%

1 Buy

7 Hold

0 Sell

Hold

premium

▼ 18.58%

BABA

$138.62

+4.01%

14 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 28.35%

MMM

$150.59

-0.43%

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

▲ 81.83%

$6.53

-0.91%

3 Buy

10 Hold

2 Sell

Hold

premium

▼ 28.03%

EXEL

$44.38

+0.24%

6 Buy

7 Hold

1 Sell

Moderate Buy

premium

▲ 60.28%

MTB

$216.89

-0.1%

5 Buy

9 Hold

1 Sell

Moderate Buy

premium

▲ 73.49%

MSFT

$420.12

+2.16%

After:

+0.09%

35 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 4.01%

CHRD

$133.97

+3.13%

12 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 23.83%

SOFI

$19.04

+1.33%

After:

5 Buy

8 Hold

3 Sell

Hold

premium

▲ 16.01%

ASML

$1410.96

-4.78%

7 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 104.88%

CRWD

$418.08

+1.68%

After:

-0.04%

28 Buy

8 Hold

0 Sell

Strong Buy

premium

▲ 65.13%

ZIM

$26.95

+0.92%

1 Buy

1 Hold

2 Sell

Hold

premium

▲ 81.78%

LULU

$162.92

+0.11%

1 Buy

19 Hold

0 Sell

Hold

premium

▼ 26.95%

SOLS

$79.99

+0.95%

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

▲ 260.33%

ONON

$35.42

-0.01%

17 Buy

1 Hold

1 Sell

Strong Buy

premium

▼ 8.49%

PLTR

$142.75

+0.43%

After:

-0.05%

14 Buy

5 Hold

2 Sell

Moderate Buy

premium

▲ 18.3%

HAL

$38.13

+1.56%

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 76.22%

AGNC

$10.56

-1.63%

After:

-0.05%

4 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 2.43%

CELH

$34.85

-1.22%

18 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 8.18%

BMNR

$22.43

+0.4%

After:

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 28.27%

CMCSA

$29.34

+3.69%

After:

-0.09%

4 Buy

11 Hold

2 Sell

Hold

premium

▼ 1.23%

BSX

$63.44

-1.81%

After:

-0.22%

23 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 13.57%

COIN

$199.99

+2.09%

After:

-0.1%

18 Buy

4 Hold

2 Sell

Moderate Buy

premium

▲ 1.63%

COP

$121.54

+2.2%

After:

+0.02%

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 27.83%

TSM

$363.34

-3.14%

After:

+0.01%

6 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 100.49%

VGENX

$58.05

-0.9%

33 Buy

7 Hold

1 Sell

Moderate Buy

premium

▲ 12.56%

SLB

$51.73

-1.32%

16 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 28.02%

SKYW

$94.81

-2.15%

3 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 50.22%

$129.31

-1.81%

13 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 138.04%

TGT

$123.89

+0.83%

11 Buy

13 Hold

2 Sell

Moderate Buy

premium

▲ 21.11%

TQQQ

$56.40

+1.35%

After:

+0.04%

―

premium

▲ 100.25%

EPD

$37.36

+0.7%

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 50.2%

AXSM

$184.02

-0.09%

15 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 131.76%

META

$676.74

+0.77%

After:

+0.04%

39 Buy

6 Hold

0 Sell

Strong Buy

premium

▲ 62.72%

ADBE

$248.09

+1.4%

9 Buy

14 Hold

3 Sell

Hold

premium

▼ 32.96%

VOO

$644.96

+0.23%

After:

<+0.01%

5K Buy

3K Hold

303 Sell

Moderate Buy

premium

▲ 73.57%

REGN

$745.99

-1.05%

18 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 35.58%

TSLA

$388.76

-0.81%

After:

-0.28%

13 Buy

11 Hold

6 Sell

Hold

premium

▲ 86.94%

UBER

$76.45

-1.07%

26 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 38.12%

AMZN

$249.68

+0.47%

After:

-0.1%

42 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 74.84%

AMD

$278.28

+7.81%

After:

-0.03%

20 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 109.66%

$457.23

+0.22%

After:

-0.1%

25 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 282.01%

SMTC

$102.45

+9.84%

12 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 166.07%

SMCI

$28.39

+4.03%

3 Buy

8 Hold

2 Sell

Hold

premium

▼ 18.82%

GOOGL

$335.92

-0.36%

After:

-0.01%

26 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 184.8%

VIGAX

$249.97

+1.85%

138 Buy

12 Hold

0 Sell

Strong Buy

premium

▲ 73.74%

XEL

$81.06

+3.06%

9 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 95.18%

PFE

$27.20

+0.04%

9 Buy

12 Hold

2 Sell

Moderate Buy

premium

▼ 9.45%

ABT

$95.52

-5.95%

15 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 86.92%

AGTHX

$81.18

+1.1%

251 Buy

54 Hold

2 Sell

Strong Buy

premium

▲ 47.02%

HON

$229.36

-1.22%

10 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 227.46%

ROK

$402.91

+1.39%

6 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 261.57%

AMCPX

$46.56

+0.89%

155 Buy

23 Hold

0 Sell

Strong Buy

premium

▲ 45.01%

NVDA

$198.23

-0.32%

After:

+0.02%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 140.9%

MDT

$85.65

-1.66%

13 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 6.92%

AVGO

$398.36

+0.41%

27 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 24.29%

AZN

$200.50

-0.35%

12 Buy

2 Hold

1 Sell

Strong Buy

premium

▲ 71.14%

PANW

$166.95

+1.73%

29 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 12%

ALAB

$170.82

-0.74%

13 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 43.86%

BKNG

$184.59

-0.59%

23 Buy

6 Hold

0 Sell

Strong Buy

premium

▲ 7.76%

NFLX

$107.67

-0.04%

After:

+0.11%

30 Buy

9 Hold

0 Sell

Strong Buy

premium

▲ 7.96%

ORCL

$178.34

+5.02%

27 Buy

6 Hold

0 Sell

Strong Buy

premium

▲ 8.95%