tiprankstipranks

Designated Beneficiary IN - New Portfolio

Peter Vitale

Designated Beneficiary IN
Individual Investor
Ranked #135,558 out of 730,435 TipRanks' Investors
Success Rate
57%
88 out of 154
profitable transactions
Average Return
7.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.77%
6-Month Return▲ 21.13%
12-Month Return▲ 30.38%
YTD Return▼ 1.30%
Total Return▼ 3.97%

Best Trade

Opened at
Closed at-
Gain▲ 365.54%

Bio

Long term Diversified tech heavy portfokio.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 3.88%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.81%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.46%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.73%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.00%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.92%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 5.77%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.88%
▼ 6.45%▼ 2.17%▼ 6.81%
▲ 9.22%▲ 9.13%▲ 10.46%
▲ 5.14%▲ 4.57%▲ 9.73%
▼ 1.87%▲ 1.59%▼ 4.00%
▲ 14.08%▲ 5.22%▲ 6.02%
▲ 5.05%▲ 3.27%▲ 2.92%
▼ 13.70%▼ 3.74%▼ 5.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Eagle Bulk Shipping
▲ 39.01%
3
Close
Apr 10, 2024
Star Bulk Carriers
0.08%
▲ 2.35%
1
Buy
Apr 10, 2024
Splunk
▲ 9.08%
2
Close
Mar 15, 2024
SoFi Weekly Dividend ETF
▲ 0.32%
2
Close
Feb 20, 2024
Dish Network
▼ 86.78%
2
Close
Dec 29, 2023
Echostar
0.02%
▼ 3.32%
1
Buy
Dec 29, 2023
Nio
0.08%
▼ 85.31%
2
Buy
Dec 22, 2023
SPDR Portfolio S&P 500 Growth ETF
0.29%
▲ 33.84%
2
Buy
Dec 22, 2023
Kohl's
0.16%
▼ 34.83%
2
Buy
Dec 21, 2023
iShares 1-3 Year Treasury Bond ETF
0.19%
▼ 0.26%
9
Buy
Dec 21, 2023
Electronic Arts
0.42%
▲ 6.74%
2
Buy
Dec 21, 2023
SPDR Portfolio S&P 500 High Dividend ETF
1.47%
▼ 3.34%
2
Buy
Dec 21, 2023
Franklin Gold and Precious Metals Fund Class A
0.21%
▼ 19.58%
2
Buy
Dec 20, 2023
T Mobile US
0.11%
▲ 56.33%
2
Buy
Dec 18, 2023
CSX
0.2%
▲ 8.11%
4
Buy
Dec 18, 2023
NextEra Energy
0.32%
▼ 24.99%
2
Buy
Dec 18, 2023
Strategy Shares Nasdaq 7HANDL Index ETF
0.44%
▼ 13.74%
2
Buy
Dec 18, 2023
Consolidated Edison
2.31%
▲ 1.95%
2
Buy
Dec 18, 2023
Nike
2.11%
▼ 21.70%
2
Buy
Dec 18, 2023
Robinhood Markets
0.21%
▲ 48.42%
1
Buy
Dec 18, 2023