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Designated Beneficiary IN - New Portfolio

PerformancePortfolio Details

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #40,198 out of 787,912 TipRanks' Investors
Success Rate
64%
131 out of 205
profitable transactions
Average Return
46.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.04%
6-Month Return▲ 16.46%
12-Month Return▲ 26.88%
YTD Return▲ 8.55%
Total Return▲ 21.93%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 1453.15%

Bio

Long term Diversified tech heavy portfokio.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 3.15%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.26%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.14%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.52%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 6.39%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 4.60%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 3.78%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.15%
▼ 13.14%▲ 2.34%▲ 2.09%
▲ 2.93%▲ 2.10%▲ 3.26%
▲ 9.99%▼ 0.89%▲ 2.14%
▲ 26.04%▲ 5.96%▲ 7.52%
▲ 5.81%▼ 2.41%▼ 6.39%
▲ 4.98%▲ 2.69%▲ 4.60%
▼ 8.93%▲ 1.85%▲ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVEI
Nuvei Corp
―
▲ 41.58%
4
Close
Nov 15, 2024
XYZ
Block
―
▼ 1.56%
2
Sell
Aug 26, 2024
RNG
RingCentral
―
▼ 79.05%
2
Close
Aug 26, 2024
FND
Floor & Decor Holdings
―
▲ 17.19%
2
Close
Aug 26, 2024
PM
Philip Morris
0.04%
▲ 63.68%
2
Buy
Aug 23, 2024
GNK
Genco Shipping
0.06%
▲ 14.73%
3
Buy
Aug 23, 2024
LAZR
Luminar Technologies
0.01%
▼ 91.39%
2
Buy
Aug 23, 2024
NIO
Nio
0.11%
▼ 82.12%
3
Buy
Aug 23, 2024
BBY
Best Buy Co
0.11%
▲ 36.55%
2
Buy
Aug 23, 2024
TMUS
T Mobile US
0.16%
▲ 150.49%
3
Buy
Aug 23, 2024
M
Macy's
0.14%
▼ 16.34%
2
Buy
Aug 23, 2024
SAVEQ
Spirit Airlines
0.02%
▼ 95.47%
2
Buy
Aug 23, 2024
KSS
Kohl's
0.07%
▼ 68.56%
3
Buy
Aug 23, 2024
JPM
JPMorgan Chase & Co.
0.28%
▲ 109.39%
2
Buy
Aug 23, 2024
CSX
CSX
0.17%
▲ 3.29%
5
Buy
Aug 23, 2024
VNQ
Vanguard Real Estate ETF
0.19%
▲ 13.44%
3
Buy
Aug 23, 2024
SHY
iShares 1-3 Year Treasury Bond ETF
0.17%
▲ 0.77%
10
Buy
Aug 23, 2024
WTRG
Essential Utilities
0.19%
▼ 30.40%
3
Buy
Aug 23, 2024
VHT
Vanguard Health Care ETF
0.22%
▲ 11.14%
4
Buy
Aug 23, 2024
C
Citigroup
0.36%
▲ 51.38%
3
Buy
Aug 23, 2024