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Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #243,647 out of 823,066 TipRanks' Investors
Success Rate
61%
197 out of 321
profitable transactions
Average Return
9.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 22.56%
6-Month Return▲ 71.14%
12-Month Return▲ 16.59%
YTD Return▲ 45.54%
Total Return▲ 9.16%

Best Trade

Opened at
Closed at-
Gain▲ 190.38%

Bio

Performance

16.54%0-16.54%
▼ 6.38%
▼ 5.57%
▼ 8.37%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 11.23%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 16.54%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.73%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 3.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.84%
Sep 2025
▲ 0.54%
▼ 0.47%
▲ 13.18%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.37%
▲ 0.80%▼ 0.87%▲ 11.23%
▲ 11.63%▲ 6.28%▲ 16.54%
▲ 9.25%▲ 5.14%▲ 8.73%
▲ 7.60%▲ 2.30%▼ 2.14%
▲ 2.76%▲ 2.05%▼ 3.44%
▲ 12.88%▲ 3.56%▲ 14.84%
▲ 0.54%▼ 0.47%▲ 13.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitfarms
▼ 1.14%
10
Close
Oct 14, 2025
HIVE Digital Technologies
▲ 31.29%
10
Close
Oct 14, 2025
Bit Digital
▲ 1.09%
8
Close
Oct 14, 2025
IREN
1.39%
▲ 52.17%
6
Buy
Oct 14, 2025
Intel
▲ 0.50%
5
Close
Oct 14, 2025
Alphabet Class C
▲ 1.99%
5
Close
Oct 14, 2025
BitMine Immersion Technologies
▲ 5.81%
6
Close
Oct 14, 2025
CoreWeave
▲ 14.44%
4
Close
Oct 14, 2025
Galaxy Digital
▲ 30.06%
2
Close
Oct 14, 2025
Cleanspark
▲ 39.27%
2
Close
Oct 14, 2025
UnitedHealth
▲ 1.46%
5
Close
Oct 14, 2025
Electra Battery Materials Corp
0.08%
0.00%
2
Sell
Oct 14, 2025
Meta Platforms
4.65%
0.00%
1
Buy
Oct 14, 2025
Cisco Systems
1.46%
▼ 5.25%
3
Buy
Oct 09, 2025
Nvidia
2.04%
▲ 26.78%
8
Buy
Oct 09, 2025
Draganfly
0.92%
▲ 128.29%
9
Buy
Oct 09, 2025
Micron
2.92%
▼ 11.67%
6
Sell
Oct 09, 2025
Lululemon Athletica
▲ 1.05%
3
Close
Oct 09, 2025
SoFi
1.47%
▼ 0.75%
2
Sell
Sep 30, 2025
ATAI Life Sciences
0.2%
▼ 4.26%
1
Buy
Sep 24, 2025