tiprankstipranks

Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #220,689 out of 729,234 TipRanks' Investors
Success Rate
52%
56 out of 107
profitable transactions
Average Return
4.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.38%
6-Month Return-
12-Month Return-
YTD Return▲ 7.19%
Total Return▲ 7.19%

Best Trade

Opened at
Closed at
Gain▲ 111.80%

Bio

Performance

16.71%0-16.71%
▼ 4.52%
▼ 4.74%
Sep 2023
▼ 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
▼ 16.71%
▼ 5.34%
▼ 13.64%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%
▼ 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%
▼ 16.71%▼ 5.34%▼ 13.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vermilion Energy
1.92%
▲ 3.66%
4
Sell
Apr 08, 2024
LiveRamp Holdings
2.1%
▼ 4.03%
4
Sell
Apr 08, 2024
Avis Budget
3.28%
▼ 9.17%
2
Sell
Apr 08, 2024
Tamarack Valley Energy
▲ 7.08%
3
Sell
Apr 07, 2024
Genius Sports Limited
5.14%
▼ 12.95%
2
Sell
Apr 05, 2024
Evolv Technologies Holdings
2.93%
▲ 5.98%
4
Sell
Apr 05, 2024
Crinetics Pharmaceuticals
1.68%
▼ 1.81%
2
Sell
Apr 04, 2024
Semtech
▲ 5.39%
2
Close
Apr 02, 2024
Cipher Mining
0.7%
▲ 16.82%
13
Sell
Mar 28, 2024
Alphatec Holdings
8.09%
▼ 9.66%
2
Buy
Mar 28, 2024
Akebia Therapeutics
2.95%
▼ 32.84%
1
Buy
Mar 28, 2024
Praxis Precision Medicines
4.98%
▼ 22.06%
1
Buy
Mar 28, 2024
Viking Therapeutics
6.61%
▼ 6.05%
5
Sell
Mar 27, 2024
Leonardo Drs
3.77%
▼ 4.34%
2
Buy
Mar 26, 2024
Astria Therapeutics
2.14%
▼ 33.85%
1
Buy
Mar 25, 2024
Madrigal Pharmaceuticals
6.72%
▼ 15.48%
1
Buy
Mar 25, 2024
Cloudflare
▲ 5.28%
4
Sell
Mar 22, 2024
Viridian Therapeutics
1.93%
▼ 21.39%
1
Buy
Mar 21, 2024
Western Alliance
3.81%
▼ 9.88%
1
Buy
Mar 21, 2024
Hut 8 Mining Corp
▲ 5.82%
3
Sell
Mar 20, 2024