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Designated Beneficiary IN - New Portfolio

PerformancePortfolio Details

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #263,484 out of 754,519 TipRanks' Investors
Success Rate
55%
61 out of 111
profitable transactions
Average Return
3.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.28%
6-Month Return▼ 0.87%
12-Month Return-
YTD Return▲ 10.70%
Total Return▲ 10.70%

Best Trade

AssetFusion Phar... (FUSN)
Opened at
Closed at
Gain▲ 111.80%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 0.95%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 12.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 11.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 12.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.44%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.84%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 11.76%
Jul 2024
▼ 6.44%
▲ 1.37%
▼ 10.28%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 0.95%
▲ 14.08%▲ 5.22%▲ 12.73%
▲ 5.05%▲ 3.27%▲ 11.14%
▼ 12.40%▼ 4.03%▼ 12.26%
▲ 11.46%▲ 5.06%▼ 0.44%
▼ 2.25%▲ 3.53%▲ 1.84%
▲ 25.76%▲ 1.21%▲ 11.76%
▼ 6.44%▲ 1.37%▼ 10.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UEC
Uranium Energy
―
▼ 31.98%
7
Sell
Aug 08, 2024
RAMP
LiveRamp Holdings
―
▼ 19.44%
5
Close
Aug 08, 2024
EVH
Evolent Health
―
▼ 37.45%
2
Sell
Aug 08, 2024
VRDN
Viridian Therapeutics
―
▼ 17.08%
2
Close
Aug 08, 2024
ATXS
Astria Therapeutics
―
▼ 34.53%
2
Sell
Aug 08, 2024
AKBA
Akebia Therapeutics
―
▼ 45.19%
2
Sell
Aug 08, 2024
CZR
Caesars Entertainment
1.2%
▼ 1.71%
3
Buy
Aug 07, 2024
CRDO
Credo Technology Group Holding Ltd
0.74%
▲ 19.39%
1
Buy
Aug 07, 2024
HAE
Haemonetics
1.93%
▼ 9.05%
1
Buy
Aug 07, 2024
SM
SM Energy
2.43%
▲ 5.85%
1
Buy
Aug 07, 2024
CIFR
Cipher Mining
―
▲ 29.90%
14
Close
Jun 25, 2024
GENI
Genius Sports Limited
―
▼ 9.03%
3
Close
Jun 25, 2024
VET
Vermilion Energy
―
▼ 0.01%
5
Close
Jun 25, 2024
VKTX
Viking Therapeutics
―
▼ 22.79%
6
Close
Jun 25, 2024
JAZZ
Jazz Pharmaceuticals
―
▼ 8.87%
2
Close
Jun 25, 2024
DRS
Leonardo Drs
―
▲ 17.53%
3
Close
Jun 25, 2024
LRMR
Larimar Therapeutics
―
▼ 16.40%
2
Close
Jun 25, 2024
ACLS
Axcelis Technologies
―
▲ 22.33%
2
Sell
Jun 25, 2024
CAR
Avis Budget
―
▲ 0.52%
3
Close
Jun 25, 2024
ATEC
Alphatec Holdings
―
▼ 28.46%
3
Sell
Jun 25, 2024