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Designated Beneficiary IN
- New Portfolio
Performance
Portfolio Details
Designated Beneficiary IN
Individual Investor
Ranked #225,522 out of 775,923 TipRanks' Investors
Success Rate
58%
11 out of 19
profitable transactions
Average Return
31.94%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
19.87%
META
13.26%
VTI
12.63%
C
11.21%
PCG
9.87%
MSFT
33.16%
Others
By Assets
62.06%
Stocks
20.59%
Cash
17.34%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
By Sector
26.66%
Communication Services
21.84%
General
15.39%
Technology
12.63%
Financial
12.27%
Healthcare
11.21%
Other
Portfolio Holdings
Select Columns
12
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
tgk12w49vm
tgk12w49vm
tgk12w49vm
premium
tgk12w49vm
premium
tgk12w49vm
tgk12w49vm
tgk12w49vm
uuvd6t0odr
uuvd6t0odr
uuvd6t0odr
premium
uuvd6t0odr
premium
uuvd6t0odr
uuvd6t0odr
uuvd6t0odr
ilb9iuorsei
ilb9iuorsei
ilb9iuorsei
premium
ilb9iuorsei
premium
ilb9iuorsei
ilb9iuorsei
ilb9iuorsei
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yvb79oei
yvb79oei
premium
yvb79oei
premium
yvb79oei
yvb79oei
yvb79oei
2ow5shl1aig
2ow5shl1aig
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premium
2ow5shl1aig
premium
2ow5shl1aig
2ow5shl1aig
2ow5shl1aig
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bnk6bqhu
bnk6bqhu
premium
bnk6bqhu
premium
bnk6bqhu
bnk6bqhu
bnk6bqhu
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premium
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premium
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premium
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premium
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premium
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premium
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v65a29
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premium
v65a29
premium
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BMY
Bristol-Myers Squibb
$57.33
$1.03
(
1.83%
)
premium
6
Buy
10
Hold
1
Sell
Moderate Buy
premium
$116.28B
9.64%
SPY
< ETF >
SPDR S&P 500 ETF Trust
$591.15
$7.016
(
1.2%
)
premium
4K
Buy
3K
Hold
332
Sell
Moderate Buy
premium
$618.16B
24.81%
PCG
PG&E
$19.82
$0.4
(
2.06%
)
premium
9
Buy
2
Hold
0
Sell
Strong Buy
premium
$43.48B
12.48%
C
Citigroup
$69.19
$0.77
(
1.13%
)
premium
11
Buy
6
Hold
0
Sell
Moderate Buy
premium
$130.86B
36.74%
META
Meta Platforms
$585.25
$10.32
(
1.73%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.48T
65.28%
VTI
< ETF >
Vanguard Total Stock Market ETF
$293.28
$3.3
(
1.14%
)
premium
13K
Buy
8K
Hold
1K
Sell
Moderate Buy
premium
$456.49B
22.83%
SQQQ
< ETF >
ProShares UltraPro Short QQQ
$30.75
$0.8
(
2.54%
)
premium
―
premium
$2.26B
-53.60%
INTC
Intel
$19.52
$0.46
(
2.41%
)
premium
1
Buy
21
Hold
5
Sell
Hold
premium
$84.19B
-58.54%
BIDU
Baidu
$85.80
$0.22
(
0.26%
)
premium
9
Buy
6
Hold
0
Sell
Moderate Buy
premium
$29.57B
-25.22%
PFE
Pfizer
$26.36
$0.59
(
2.29%
)
premium
8
Buy
10
Hold
1
Sell
Moderate Buy
premium
$149.38B
-7.18%
QQQI
< ETF >
NEOS Nasdaq 100 High Income ETF
$53.17
$0.36
(
0.68%
)
premium
1K
Buy
634
Hold
76
Sell
Moderate Buy
premium
$720.39M
6.69%
MSFT
Microsoft
$436.60
$0.43
(
0.1%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$3.25T
16.88%
12
Results | Showing
1
out of
1
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