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Designated Beneficiary IN - New Portfolio

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #56,039 out of 769,002 TipRanks' Investors
Success Rate
64%
131 out of 205
profitable transactions
Average Return
31.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.79%
6-Month Return▲ 10.35%
12-Month Return▲ 28.95%
YTD Return▲ 15.99%
Total Return▲ 12.86%

Best Trade

Opened at
Closed at-
Gain▲ 1001.60%

Bio

Long term Diversified tech heavy portfokio.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.59%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.17%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.71%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.15%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.27%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.23%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 1.04%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.59%
▲ 11.46%▲ 5.06%▲ 5.17%
▼ 2.25%▲ 3.53%▼ 0.71%
▲ 25.72%▲ 1.21%▲ 3.15%
▼ 4.22%▲ 2.34%▲ 2.09%
▲ 7.82%▲ 2.10%▲ 3.27%
▲ 5.70%▼ 0.89%▲ 2.23%
▲ 21.94%▲ 3.81%▲ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nuvei Corp
▲ 41.58%
4
Close
Nov 15, 2024
Block
▼ 1.56%
2
Sell
Aug 26, 2024
RingCentral
▼ 79.05%
2
Close
Aug 26, 2024
Floor & Decor Holdings
▲ 17.19%
2
Close
Aug 26, 2024
Philip Morris
0.03%
▲ 42.47%
2
Buy
Aug 23, 2024
Genco Shipping
0.07%
▲ 34.50%
3
Buy
Aug 23, 2024
Luminar Technologies
0.02%
▼ 99.05%
2
Buy
Aug 23, 2024
Nio
0.13%
▼ 81.06%
3
Buy
Aug 23, 2024
Best Buy Co
0.11%
▲ 30.06%
2
Buy
Aug 23, 2024
T Mobile US
0.15%
▲ 123.98%
3
Buy
Aug 23, 2024
Macy's
0.14%
▼ 20.54%
2
Buy
Aug 23, 2024
Spirit Airlines
0.01%
▼ 99.16%
2
Buy
Aug 23, 2024
Kohl's
0.1%
▼ 56.10%
3
Buy
Aug 23, 2024
JPMorgan Chase & Co.
0.27%
▲ 80.55%
2
Buy
Aug 23, 2024
CSX
0.19%
▲ 10.17%
5
Buy
Aug 23, 2024
Vanguard Real Estate ETF
0.21%
▲ 16.78%
3
Buy
Aug 23, 2024
iShares 1-3 Year Treasury Bond ETF
0.18%
▲ 0.71%
10
Buy
Aug 23, 2024
Essential Utilities
0.22%
▼ 23.70%
3
Buy
Aug 23, 2024
Vanguard Health Care ETF
0.23%
▲ 8.42%
4
Buy
Aug 23, 2024
Citigroup
0.32%
▲ 23.14%
3
Buy
Aug 23, 2024