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Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #171,954 out of 783,845 TipRanks' Investors
Success Rate
65%
134 out of 207
profitable transactions
Average Return
3.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.11%
6-Month Return▼ 9.60%
12-Month Return▼ 3.04%
YTD Return▲ 4.11%
Total Return▼ 21.91%

Best Trade

Opened at
Closed at
Gain▲ 111.80%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.12%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 22.41%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 2.89%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 5.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 20.09%
Nov 2024
▲ 5.93%
▼ 2.41%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 4.11%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.12%
▲ 8.13%▲ 1.21%▲ 22.41%
▼ 13.14%▲ 2.34%▼ 5.19%
▲ 2.93%▲ 2.10%▼ 2.89%
▲ 9.99%▼ 0.89%▲ 5.32%
▲ 26.04%▲ 5.96%▼ 20.09%
▲ 5.93%▼ 2.41%
▲ 4.46%▲ 2.69%▲ 4.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WisdomTree
▲ 7.22%
4
Close
Feb 01, 2025
PayPal Holdings
▼ 4.05%
4
Close
Feb 01, 2025
Coinbase Global
▲ 29.61%
4
Close
Feb 01, 2025
Sibanye Stillwater
▲ 9.48%
2
Close
Feb 01, 2025
Alibaba
▲ 8.60%
2
Close
Feb 01, 2025
Newmont Mining
▲ 3.80%
2
Close
Feb 01, 2025
Agnico Eagle
▲ 5.39%
2
Close
Feb 01, 2025
Equinox Gold
▲ 7.91%
2
Close
Feb 01, 2025
Fortuna Silver Mines
▲ 17.77%
2
Close
Feb 01, 2025
Franco-Nevada
▲ 6.29%
2
Close
Feb 01, 2025
Block
▲ 2.56%
4
Close
Jan 31, 2025
Mercadolibre
▲ 5.83%
4
Close
Jan 31, 2025
Microstrategy
8.24%
▲ 29.53%
4
Buy
Jan 31, 2025
Bitfarms
8.73%
▼ 4.00%
7
Buy
Jan 31, 2025
Robinhood Markets
▲ 19.01%
4
Close
Jan 31, 2025
Visa
▲ 0.61%
4
Close
Jan 31, 2025
Mastercard
▲ 2.18%
4
Close
Jan 31, 2025
Marathon Digital Holdings
▲ 38.29%
4
Close
Jan 31, 2025
Cipher Mining
3.49%
▲ 30.99%
16
Buy
Jan 31, 2025
Gold Fields
▲ 6.83%
2
Close
Jan 31, 2025