Living Trust - New Portfolio
Danny Basu
Living TrustIndividual Investor
Ranked #42,418 out of 861,598 TipRanks' Investors
Success Rate
82 out of 111
profitable transactions
profitable transactions
Average Return
48.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 10.25%
6-Month Return▲ 6.47%
12-Month Return▲ 69.62%
YTD Return▲ 5.82%
Total Return▲ 285.85%
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
16.06%0-16.06%
▲ 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
▼ 1.27%
▼ 0.86%
▼ 0.40%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.22%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.77%
Apr 2026
▲ 4.91%
▲ 2.11%
▲ 2.59%
May 2026
▲ 10.96%▲ 2.38%▲ 2.48%
▼ 3.68%▲ 0.19%▼ 0.31%
▼ 0.10%▲ 0.08%▼ 3.26%
▲ 4.06%▲ 1.47%▼ 1.62%
▼ 1.27%▼ 0.86%▼ 0.40%
▲ 0.52%▼ 4.94%▼ 3.22%
▲ 16.06%▲ 10.51%▲ 8.77%
▲ 4.91%▲ 2.11%▲ 2.59%
Recent Activity
Constellation Energy Corporation
0.74%
▼ 3.02%
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
1.03%
▲ 5.38%
2
Buy
Dec 24, 2025
Uber Technologies
0.92%
▼ 13.60%
11
Buy
Dec 24, 2025
Kratos Defense
―
▲ 39.68%
4
Close
Dec 24, 2025
Exxon Mobil
1.51%
▲ 33.13%
2
Buy
Dec 24, 2025
Johnson & Johnson
1.47%
▲ 35.85%
11
Buy
Dec 24, 2025
Meta Platforms
1.27%
▲ 10.63%
2
Buy
Dec 24, 2025
Alphabet Class C
3.64%
▲ 296.18%
2
Buy
Dec 24, 2025
Microsoft
2.52%
▲ 147.06%
2
Buy
Dec 24, 2025
Vanguard S&P 500 ETF
4.36%
▲ 14.64%
2
Buy
Dec 24, 2025
Vanguard Total Stock Market ETF
4.5%
▲ 29.30%
2
Buy
Dec 24, 2025
Micron
2.44%
▲ 141.24%
1
Buy
Dec 24, 2025
Vanguard Total International Stock Index Fd Admiral
9.22%
▲ 43.72%
2
Buy
Dec 23, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
20.45%
▲ 106.28%
2
Buy
Dec 23, 2025
Freeport-McMoRan
0.56%
▲ 28.24%
1
Buy
Dec 16, 2025
Hello Group
0.22%
▼ 82.38%
1
Buy
Dec 09, 2025
Rocket Lab USA
1.35%
▲ 62.71%
1
Buy
Dec 09, 2025
Texas Roadhouse
0.92%
▼ 10.33%
1
Buy
Dec 09, 2025