Living Trust - New Portfolio

Performance Portfolio Details

Danny Basu

Living Trust

Individual Investor

Ranked #70,285 out of 858,889 TipRanks' Investors

Success Rate

75 out of 111
profitable transactions

Average Return

35.36%

Average return
per transaction

Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.06%

6-Month Return▼ 1.83%

12-Month Return▲ 79.19%

YTD Return▼ 3.53%

Total Return▲ 251.76%

Best Trade

AssetAlphabet Cl... (GOOG)

Opened atDec 09, 2025

Closed at-

Gain▲ 431.01%

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%

▲ 12.88%

▲ 3.56%

▲ 11.61%

Sep 2025

▲ 10.96%

▲ 2.38%

▲ 2.48%

Oct 2025

▼ 3.68%

▲ 0.19%

▼ 0.31%

Nov 2025

▼ 0.10%

▲ 0.08%

▼ 3.26%

Dec 2025

▲ 4.06%

▲ 1.47%

▼ 1.62%

Jan 2026

▼ 1.12%

▼ 0.86%

▼ 0.38%

Feb 2026

▲ 0.60%

▼ 4.94%

▼ 3.22%

Mar 2026

▲ 4.89%

▲ 4.48%

▲ 1.70%

Apr 2026

TipRanks AverageS&P 500Investor Portfolio

▲ 12.88%▲ 3.56%▲ 11.61%

▲ 10.96%▲ 2.38%▲ 2.48%

▼ 3.68%▲ 0.19%▼ 0.31%

▼ 0.10%▲ 0.08%▼ 3.26%

▲ 4.06%▲ 1.47%▼ 1.62%

▼ 1.12%▼ 0.86%▼ 0.38%

▲ 0.60%▼ 4.94%▼ 3.22%

▲ 4.89%▲ 4.48%▲ 1.70%

Recent Activity

CEG

Constellation Energy Corporation

0.72%

▼ 6.42%

Sell

Dec 24, 2025

MP Materials

―

▼ 31.99%

Sell

Dec 24, 2025

STRL

Sterling Infrastructure

―

▼ 13.89%

Dec 24, 2025

Waste Management

1.18%

▲ 9.65%

Buy

Dec 24, 2025

UBER

Uber Technologies

0.9%

▼ 23.08%

Buy

Dec 24, 2025

KTOS

Kratos Defense

―

▲ 39.68%

Dec 24, 2025

XOM

Exxon Mobil

1.7%

▲ 36.55%

Buy

Dec 24, 2025

JNJ

Johnson & Johnson

1.71%

▲ 44.22%

Buy

Dec 24, 2025