tiprankstipranks

Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #205,263 out of 733,923 TipRanks' Investors
Success Rate
56%
60 out of 107
profitable transactions
Average Return
4.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.04%
6-Month Return-
12-Month Return-
YTD Return▲ 8.75%
Total Return▲ 8.75%

Best Trade

Opened at
Closed at
Gain▲ 111.80%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.95%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 12.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 11.15%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 12.26%
Apr 2024
▲ 6.35%
▲ 3.77%
▼ 0.13%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%▼ 0.95%
▲ 14.08%▲ 5.22%▲ 12.73%
▲ 5.05%▲ 3.27%▲ 11.15%
▼ 12.40%▼ 4.03%▼ 12.26%
▲ 6.35%▲ 3.77%▼ 0.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vermilion Energy
1.88%
▲ 3.49%
4
Sell
Apr 08, 2024
LiveRamp Holdings
2.02%
▼ 2.86%
4
Sell
Apr 08, 2024
Avis Budget
4.02%
▲ 10.39%
2
Sell
Apr 08, 2024
Tamarack Valley Energy
▲ 7.08%
3
Close
Apr 07, 2024
Genius Sports Limited
5.18%
▼ 12.44%
2
Sell
Apr 05, 2024
Evolv Technologies Holdings
2.07%
▼ 33.31%
4
Sell
Apr 05, 2024
Crinetics Pharmaceuticals
1.86%
▲ 9.52%
2
Sell
Apr 04, 2024
Semtech
▲ 5.39%
2
Close
Apr 02, 2024
Cipher Mining
0.6%
▲ 13.17%
13
Sell
Mar 28, 2024
Alphatec Holdings
6.83%
▼ 19.75%
2
Buy
Mar 28, 2024
Akebia Therapeutics
2.58%
▼ 36.30%
1
Buy
Mar 28, 2024
Praxis Precision Medicines
4.8%
▼ 24.88%
1
Buy
Mar 28, 2024
Viking Therapeutics
7.29%
▲ 7.18%
5
Sell
Mar 27, 2024
Leonardo Drs
3.99%
▲ 4.29%
2
Buy
Mar 26, 2024
Astria Therapeutics
1.99%
▼ 34.12%
1
Buy
Mar 25, 2024
Madrigal Pharmaceuticals
6.63%
▼ 15.77%
1
Buy
Mar 25, 2024
Cloudflare
▲ 5.28%
4
Sell
Mar 22, 2024
Viridian Therapeutics
1.93%
▼ 22.79%
1
Buy
Mar 21, 2024
Western Alliance
4.02%
▼ 1.00%
1
Buy
Mar 21, 2024
Hut 8 Mining Corp
▲ 5.82%
3
Sell
Mar 20, 2024