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Designated Beneficiary IN - New Portfolio

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #76,138 out of 775,913 TipRanks' Investors
Success Rate
59%
121 out of 205
profitable transactions
Average Return
31.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.49%
6-Month Return▲ 13.33%
12-Month Return▲ 18.30%
YTD Return▲ 16.71%
Total Return▲ 13.55%

Best Trade

Opened at
Closed at-
Gain▲ 1016.42%

Bio

Long term Diversified tech heavy portfokio.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.17%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.71%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.15%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.26%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.27%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.52%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.48%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.17%
▼ 2.25%▲ 3.53%▼ 0.71%
▲ 25.71%▲ 1.21%▲ 3.15%
▼ 4.22%▲ 2.34%▲ 2.09%
▲ 7.82%▲ 2.10%▲ 3.26%
▲ 5.38%▼ 0.89%▲ 2.27%
▲ 43.22%▲ 5.96%▲ 7.52%
▲ 3.34%▼ 1.56%▼ 5.48%

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%
▲ 35.73%
2
Buy
Aug 23, 2024
Genco Shipping
0.05%
▲ 7.82%
3
Buy
Aug 23, 2024
Luminar Technologies
0.01%
▼ 93.35%
2
Buy
Aug 23, 2024
Nio
0.11%
▼ 81.51%
3
Buy
Aug 23, 2024
Best Buy Co
0.1%
▲ 28.23%
2
Buy
Aug 23, 2024
T Mobile US
0.13%
▲ 109.56%
3
Buy
Aug 23, 2024
Macy's
0.14%
▼ 11.38%
2
Buy
Aug 23, 2024
Spirit Airlines
0.01%
▼ 97.14%
2
Buy
Aug 23, 2024
Kohl's
0.08%
▼ 61.86%
3
Buy
Aug 23, 2024
JPMorgan Chase & Co.
0.25%
▲ 78.16%
2
Buy
Aug 23, 2024
CSX
0.16%
▲ 1.50%
5
Buy
Aug 23, 2024
Vanguard Real Estate ETF
0.19%
▲ 10.02%
3
Buy
Aug 23, 2024
iShares 1-3 Year Treasury Bond ETF
0.17%
▲ 0.39%
10
Buy
Aug 23, 2024
Essential Utilities
0.19%
▼ 28.75%
3
Buy
Aug 23, 2024
Vanguard Health Care ETF
0.21%
▲ 4.66%
4
Buy
Aug 23, 2024
Citigroup
0.3%
▲ 24.78%
3
Buy
Aug 23, 2024