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Designated Beneficiary IN - New Portfolio

Designated Beneficiary IN
Individual Investor
Ranked #225,615 out of 775,913 TipRanks' Investors
Success Rate
58%
11 out of 19
profitable transactions
Average Return
31.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.15%
6-Month Return▼ 0.03%
12-Month Return▲ 22.99%
YTD Return▲ 22.67%
Total Return▲ 179.38%

Best Trade

Opened at
Closed at-
Gain▲ 529.99%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.94%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.89%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.95%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.54%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.28%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 4.50%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.64%
▼ 2.25%▲ 3.53%▲ 0.94%
▲ 25.71%▲ 1.21%▲ 1.89%
▼ 4.22%▲ 2.34%▼ 3.89%
▲ 7.82%▲ 2.10%▲ 5.95%
▲ 5.38%▼ 0.89%▼ 2.54%
▲ 43.22%▲ 5.96%▲ 3.28%
▼ 5.24%▼ 2.73%▼ 4.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ProShares Short QQQ
▼ 8.39%
2
Close
Jun 23, 2024
Peloton Interactive
▲ 7.54%
2
Sell
Jun 23, 2024
Uber Technologies
▲ 45.73%
2
Sell
Jun 23, 2024
Baidu
5.39%
▼ 8.42%
2
Buy
Jun 18, 2024
ProShares UltraPro Short QQQ
0.55%
▼ 34.22%
1
Buy
Jun 10, 2024
Intel
4.38%
▼ 35.81%
3
Buy
Jun 05, 2024
Vanguard Total Stock Market ETF
10.53%
▲ 13.24%
1
Buy
Jun 03, 2024
Pfizer
4.5%
▲ 0.53%
1
Buy
May 03, 2024
Microsoft
7.84%
▲ 9.73%
1
Buy
May 03, 2024
NEOS Nasdaq 100 High Income ETF
0.95%
▲ 8.51%
1
Buy
Apr 26, 2024
Bristol-Myers Squibb
5.25%
▼ 3.08%
1
Buy
Apr 19, 2024
PG&E
8.9%
▲ 87.80%
1
Buy
Apr 19, 2024
Citigroup
10.03%
▲ 3.35%
1
Buy
Apr 19, 2024
Meta Platforms
15.78%
▲ 272.91%
2
Buy
Mar 26, 2024
SPDR S&P 500 ETF Trust
5.31%
▲ 54.51%
1
Buy
Nov 04, 2022