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Designated Beneficiary IN - New Portfolio

Designated Beneficiary IN
Individual Investor
Ranked #156,441 out of 737,516 TipRanks' Investors
Success Rate
56%
5 out of 9
profitable transactions
Average Return
55.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.69%
6-Month Return▲ 27.86%
12-Month Return▲ 46.63%
YTD Return▲ 20.09%
Total Return▲ 173.50%

Best Trade

Opened at
Closed at-
Gain▲ 402.75%

Bio

Performance

15.52%0-15.52%
▼ 6.45%
▼ 2.17%
▼ 0.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.90%
Nov 2023
▲ 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%
▼ 5.46%
Apr 2024
▲ 9.76%
▲ 4.11%
▲ 3.14%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 0.85%
▲ 9.22%▲ 9.13%▲ 8.90%
▲ 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%▼ 5.46%
▲ 9.76%▲ 4.11%▲ 3.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ProShares Short QQQ
0.63%
▼ 3.14%
1
Buy
Apr 19, 2024
Peloton Interactive
2.61%
▲ 3.37%
1
Buy
Apr 19, 2024
Bristol-Myers Squibb
6.02%
▼ 31.95%
1
Buy
Apr 19, 2024
PG&E
13.32%
▲ 73.20%
1
Buy
Apr 19, 2024
Citigroup
14.46%
▼ 7.49%
1
Buy
Apr 19, 2024
Uber Technologies
14.84%
▲ 33.09%
1
Buy
Apr 19, 2024
Meta Platforms
20.14%
▲ 197.60%
2
Buy
Mar 26, 2024
SPDR S&P 500 ETF Trust
7.57%
▲ 36.60%
1
Buy
Nov 04, 2022