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Living Trust - New Portfolio
Danny Basu
Living TrustIndividual Investor
Ranked #27,694 out of 836,051 TipRanks' Investors
Success Rate
86 out of 111
profitable transactions
profitable transactions
Average Return
42.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.87%
6-Month Return▲ 27.27%
12-Month Return▲ 61.84%
YTD Return▲ 1.71%
Total Return▲ 270.85%
Best Trade
Bio
Growth oriented portfolio with a mix of innovative and profitable companies across AI, fintech, communication services, infrastructure along with some anchors.
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 12.84%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 9.93%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.77%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.61%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.49%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.31%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.26%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 1.71%
Jan 2026
▲ 9.25%▲ 5.14%▲ 12.84%
▲ 7.60%▲ 2.30%▲ 9.93%
▲ 2.76%▲ 2.05%▲ 5.77%
▲ 12.88%▲ 3.56%▲ 11.61%
▲ 10.96%▲ 2.38%▲ 2.49%
▼ 3.57%▲ 0.19%▼ 0.31%
▼ 0.10%▲ 0.08%▼ 3.26%
▲ 1.08%▲ 1.11%▲ 1.71%
Recent Activity
Constellation Energy Corporation
0.8%
▼ 3.04%
4
Sell
Dec 24, 2025
MP Materials
―
▼ 31.99%
5
Sell
Dec 24, 2025
Sterling Infrastructure
―
▼ 13.89%
2
Close
Dec 24, 2025
Waste Management
1.1%
▲ 4.11%
2
Buy
Dec 24, 2025
Uber Technologies
1.1%
▼ 4.41%
11
Buy
Dec 24, 2025
Kratos Defense
―
▲ 39.68%
4
Close
Dec 24, 2025
Exxon Mobil
1.35%
▲ 10.05%
2
Buy
Dec 24, 2025
Johnson & Johnson
1.45%
▲ 24.44%
11
Buy
Dec 24, 2025
Meta Platforms
1.44%
▲ 16.62%
2
Buy
Dec 24, 2025
Alphabet Class C
3.24%
▲ 226.87%
2
Buy
Dec 24, 2025
Microsoft
3.14%
▲ 185.34%
2
Buy
Dec 24, 2025
Vanguard S&P 500 ETF
4.42%
▲ 7.74%
2
Buy
Dec 24, 2025
Vanguard Total Stock Market ETF
4.57%
▲ 24.54%
2
Buy
Dec 24, 2025
Micron
1.29%
▲ 18.35%
1
Buy
Dec 24, 2025
Vanguard Total International Stock Index Fd Admiral
9%
▲ 29.91%
2
Buy
Dec 23, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
20.74%
▲ 93.83%
2
Buy
Dec 23, 2025
Freeport-McMoRan
0.53%
▲ 14.20%
1
Buy
Dec 16, 2025
Hello Group
0.25%
▼ 81.65%
1
Buy
Dec 09, 2025
Rocket Lab USA
1.43%
▲ 59.70%
1
Buy
Dec 09, 2025
Texas Roadhouse
1.13%
▲ 1.40%
1
Buy
Dec 09, 2025