tiprankstipranks

Designated Beneficiary IN - New Portfolio

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #106,091 out of 746,803 TipRanks' Investors
Success Rate
59%
91 out of 154
profitable transactions
Average Return
19.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.73%
6-Month Return▲ 13.91%
12-Month Return▲ 5.97%
YTD Return▲ 8.78%
Total Return▲ 5.84%

Best Trade

Opened at
Closed at-
Gain▲ 611.89%

Bio

Long term Diversified tech heavy portfokio.

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 9.73%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.00%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.92%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.65%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 5.38%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.73%
▼ 1.87%▲ 1.59%▼ 4.00%
▲ 14.08%▲ 5.22%▲ 6.02%
▲ 5.05%▲ 3.27%▲ 2.92%
▼ 12.40%▼ 4.03%▼ 5.60%
▲ 11.46%▲ 5.06%▲ 5.08%
▼ 2.25%▲ 3.53%▼ 0.65%
▲ 24.01%▲ 3.79%▲ 5.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Bulk Shipping
▲ 39.01%
3
Close
Apr 10, 2024
Star Bulk Carriers
0.07%
▲ 1.43%
1
Buy
Apr 10, 2024
Splunk
▲ 9.08%
2
Close
Mar 15, 2024
SoFi Weekly Dividend ETF
▲ 0.32%
2
Close
Feb 20, 2024
Dish Network
▼ 86.78%
2
Close
Dec 29, 2023
Echostar
0.02%
▲ 22.33%
1
Buy
Dec 29, 2023
Nio
0.07%
▼ 82.57%
2
Buy
Dec 22, 2023
SPDR Portfolio S&P 500 Growth ETF
0.28%
▲ 58.60%
2
Buy
Dec 22, 2023
Kohl's
0.13%
▼ 39.88%
2
Buy
Dec 21, 2023
iShares 1-3 Year Treasury Bond ETF
0.17%
▲ 0.72%
9
Buy
Dec 21, 2023
Electronic Arts
0.42%
▲ 22.97%
2
Buy
Dec 21, 2023
SPDR Portfolio S&P 500 High Dividend ETF
1.41%
▲ 3.31%
2
Buy
Dec 21, 2023
Franklin Gold and Precious Metals Fund Class A
0.21%
▼ 8.25%
2
Buy
Dec 20, 2023
T Mobile US
0.11%
▲ 74.37%
2
Buy
Dec 18, 2023
CSX
0.18%
▲ 12.24%
4
Buy
Dec 18, 2023
NextEra Energy
0.3%
▼ 19.38%
2
Buy
Dec 18, 2023
Strategy Shares Nasdaq 7HANDL Index ETF
0.41%
▼ 7.59%
2
Buy
Dec 18, 2023
Consolidated Edison
2.05%
▼ 0.82%
2
Buy
Dec 18, 2023
Nike
1.44%
▼ 39.31%
2
Buy
Dec 18, 2023
Robinhood Markets
0.25%
▲ 113.52%
1
Buy
Dec 18, 2023