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Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #347,997 out of 789,901 TipRanks' Investors
Success Rate
54%
118 out of 220
profitable transactions
Average Return
0.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 17.44%
6-Month Return▼ 25.52%
12-Month Return▼ 23.81%
YTD Return▼ 12.20%
Total Return▼ 34.14%

Best Trade

Opened at
Closed at
Gain▲ 111.80%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 22.41%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 2.89%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 5.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 20.09%
Nov 2024
▲ 5.96%
▼ 2.41%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.87%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 22.41%
▼ 13.14%▲ 2.34%▼ 5.19%
▲ 2.93%▲ 2.10%▼ 2.89%
▲ 10.01%▼ 0.89%▲ 5.32%
▲ 26.01%▲ 5.96%▼ 20.09%
▲ 5.96%▼ 2.41%
▲ 5.25%▲ 2.69%▲ 4.11%
▼ 12.86%▼ 1.27%▼ 11.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Larimar Therapeutics
1.84%
▼ 22.29%
4
Sell
Feb 25, 2025
Metlife
4.77%
▲ 4.84%
1
Buy
Feb 24, 2025
HIVE Digital Technologies
3.86%
▼ 32.40%
3
Sell
Feb 20, 2025
Celldex
7.94%
▼ 25.03%
2
Sell
Feb 20, 2025
Palantir Technologies
4.64%
▼ 15.04%
4
Buy
Feb 20, 2025
Super Micro Computer
3.51%
▲ 32.46%
3
Sell
Feb 20, 2025
fuboTV
▼ 19.43%
2
Sell
Feb 14, 2025
Intel
2.06%
▲ 9.66%
2
Buy
Feb 13, 2025
Bloom Energy
▲ 8.39%
3
Close
Feb 04, 2025
Orla Mining
▲ 4.58%
2
Sell
Feb 04, 2025
NuScale Power
0.43%
▼ 21.95%
2
Sell
Feb 03, 2025
Advanced Micro Devices
0.68%
▼ 14.75%
3
Sell
Feb 03, 2025
TSMC
2.41%
▼ 14.30%
1
Buy
Feb 03, 2025
Rio Tinto
2.55%
▲ 1.94%
1
Buy
Feb 03, 2025
WisdomTree
▲ 7.22%
4
Close
Feb 01, 2025
PayPal Holdings
▼ 4.05%
4
Sell
Feb 01, 2025
Coinbase Global
▲ 29.61%
4
Close
Feb 01, 2025
Sibanye Stillwater
▲ 9.48%
2
Sell
Feb 01, 2025
Alibaba
▲ 8.60%
2
Close
Feb 01, 2025
Newmont Mining
▲ 3.80%
2
Sell
Feb 01, 2025