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Living Trust - New Portfolio
Danny Basu
Living TrustIndividual Investor
Ranked #21,872 out of 832,562 TipRanks' Investors
Success Rate
76 out of 96
profitable transactions
profitable transactions
Average Return
46.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.42%
6-Month Return▲ 40.62%
12-Month Return▲ 39.39%
YTD Return▲ 49.73%
Total Return▲ 263.75%
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
14.09%0-14.09%
▲ 11.63%
▲ 6.28%
▲ 14.09%
May 2025
▲ 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
▼ 0.68%
▼ 0.39%
▼ 3.50%
Dec 2025
▲ 11.63%▲ 6.28%▲ 14.09%
▲ 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%
▼ 0.68%▼ 0.39%▼ 3.50%
Recent Activity
Hello Group
0.25%
▼ 81.86%
1
Buy
Dec 09, 2025
Constellation Energy Corporation
0.45%
▲ 0.64%
1
Buy
Dec 09, 2025
Rocket Lab USA
0.98%
▲ 6.51%
1
Buy
Dec 09, 2025
Sterling Infrastructure
1.01%
▼ 13.01%
1
Buy
Dec 09, 2025
Texas Roadhouse
1.08%
▼ 4.70%
1
Buy
Dec 09, 2025
Waste Management
1.13%
▲ 8.46%
1
Buy
Dec 09, 2025
Mercadolibre
1.24%
▲ 37.88%
1
Buy
Dec 09, 2025
Exxon Mobil
1.31%
▲ 12.11%
1
Buy
Dec 09, 2025
Palo Alto Networks
1.32%
▲ 42.41%
1
Buy
Dec 09, 2025
Tesla
1.5%
▲ 93.41%
1
Buy
Dec 09, 2025
Meta Platforms
1.48%
▲ 36.24%
1
Buy
Dec 09, 2025
JPMorgan Chase
1.66%
▲ 50.50%
1
Buy
Dec 09, 2025
American Express
1.77%
▲ 53.54%
1
Buy
Dec 09, 2025
Arista Networks
1.72%
▲ 58.15%
1
Buy
Dec 09, 2025
Amazon
2.25%
▲ 153.39%
1
Buy
Dec 09, 2025
Broadcom
2.17%
▲ 122.11%
1
Buy
Dec 09, 2025
Cloudflare
2.49%
▼ 5.85%
1
Buy
Dec 09, 2025
Alphabet Class C
3.15%
▲ 420.24%
1
Buy
Dec 09, 2025
Microsoft
3.19%
▲ 367.93%
1
Buy
Dec 09, 2025
Vanguard S&P 500 ETF
4.46%
▲ 14.12%
1
Buy
Dec 09, 2025