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Designated Beneficiary IN - New Portfolio
Michael Moutray
Designated Beneficiary INIndividual Investor
Ranked #542,789 out of 748,140 TipRanks' Investors
Success Rate
37 out of 65
profitable transactions
profitable transactions
Average Return
-5.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 24.81%
6-Month Return▲ 14.95%
12-Month Return▼ 21.86%
YTD Return▲ 15.12%
Total Return▼ 72.74%
Best Trade
Bio
Performance
23.75%0-23.75%
▲ 5.14%
▲ 4.57%
▲ 4.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.54%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 14.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.14%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.67%
Jun 2024
▲ 21.71%
▲ 1.76%
▲ 23.75%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.76%
▼ 1.87%▲ 1.59%▼ 1.89%
▲ 14.08%▲ 5.22%▲ 6.54%
▲ 5.05%▲ 3.27%▲ 5.38%
▼ 12.40%▼ 4.03%▼ 14.20%
▲ 11.46%▲ 5.06%▲ 1.14%
▼ 2.25%▲ 3.53%▼ 2.67%
▲ 21.71%▲ 1.76%▲ 23.75%
Recent Activity
Sunnova Energy International
―
▼ 69.35%
2
Sell
May 14, 2024
Cipher Mining
―
▼ 63.60%
2
Close
May 14, 2024
Sunrun
―
▼ 41.84%
2
Sell
May 14, 2024
OPAL Fuels
―
▼ 11.05%
2
Close
May 14, 2024
Solid Power
―
▼ 33.36%
4
Close
Apr 05, 2024
Alphabet Class A
―
▲ 12.26%
3
Sell
Apr 05, 2024
Microsoft
―
▲ 13.07%
3
Sell
Apr 05, 2024
Amazon
―
▲ 19.18%
3
Sell
Apr 05, 2024
Meta Platforms
―
▲ 49.94%
3
Sell
Apr 05, 2024
International Business Machines
―
▲ 15.51%
3
Close
Apr 05, 2024
Nvidia
―
▲ 84.75%
3
Close
Apr 01, 2024
Micron
―
▲ 36.05%
2
Sell
Apr 01, 2024
ESS Tech
22.09%
▼ 78.56%
2
Buy
Mar 28, 2024
Pagaya Technologies Ltd
―
▲ 31.17%
3
Close
Feb 23, 2024
Shutterstock
―
▲ 0.43%
3
Close
Feb 16, 2024
Adobe
―
▲ 1.56%
3
Close
Feb 15, 2024
Accenture
―
▲ 8.52%
3
Close
Feb 15, 2024
Ceva
―
▲ 2.44%
3
Close
Feb 15, 2024
Intuit
―
▲ 6.88%
3
Sell
Feb 10, 2024
Thomson Reuters
―
▲ 11.22%
3
Close
Feb 10, 2024