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Designated Beneficiary IN - New Portfolio

Designated Beneficiary IN
Individual Investor
Ranked #158,967 out of 747,498 TipRanks' Investors
Success Rate
63%
12 out of 19
profitable transactions
Average Return
30.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.77%
6-Month Return▲ 20.38%
12-Month Return▲ 42.74%
YTD Return▲ 26.12%
Total Return▲ 187.22%

Best Trade

Opened at
Closed at-
Gain▲ 413.23%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.85%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 15.52%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.72%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.94%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.52%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.41%
▼ 1.87%▲ 1.59%▲ 5.85%
▲ 14.08%▲ 5.22%▲ 15.52%
▲ 5.05%▲ 3.27%▲ 0.72%
▼ 12.40%▼ 4.03%▼ 5.43%
▲ 11.46%▲ 5.06%▲ 4.64%
▼ 2.25%▲ 3.53%▲ 0.94%
▲ 25.65%▲ 0.88%▲ 2.52%

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
5.88%
▼ 3.54%
2
Buy
Jun 18, 2024
ProShares UltraPro Short QQQ
0.75%
▼ 9.52%
1
Buy
Jun 10, 2024
Intel
7.61%
▲ 8.44%
3
Buy
Jun 05, 2024
Vanguard Total Stock Market ETF
10.03%
▲ 4.66%
1
Buy
Jun 03, 2024
Pfizer
5.17%
▲ 14.30%
1
Buy
May 03, 2024
Microsoft
8.12%
▲ 9.86%
1
Buy
May 03, 2024
NEOS Nasdaq 100 High Income ETF
0.95%
▲ 4.78%
1
Buy
Apr 26, 2024
Bristol-Myers Squibb
4%
▼ 27.91%
1
Buy
Apr 19, 2024
PG&E
8.34%
▲ 70.55%
1
Buy
Apr 19, 2024
Citigroup
9.64%
▼ 2.70%
1
Buy
Apr 19, 2024
Meta Platforms
13.38%
▲ 203.80%
2
Buy
Mar 26, 2024
SPDR S&P 500 ETF Trust
5.08%
▲ 43.49%
1
Buy
Nov 04, 2022