Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #245,074 out of 748,626 TipRanks' Investors
Success Rate
54%
58 out of 107
profitable transactions
Average Return
4.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.35%
6-Month Return▲ 20.17%
12-Month Return-
YTD Return▲ 20.09%
Total Return▲ 20.09%

Best Trade

Opened at
Closed at
Gain▲ 111.80%

Bio

Performance

24.77%0-24.77%
▲ 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%
▲ 11.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 12.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.44%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.84%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 8.78%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%▼ 0.95%
▲ 14.08%▲ 5.22%▲ 12.73%
▲ 5.05%▲ 3.27%▲ 11.14%
▼ 12.40%▼ 4.03%▼ 12.26%
▲ 11.46%▲ 5.06%▼ 0.44%
▼ 2.25%▲ 3.53%▲ 1.84%
▲ 24.77%▼ 1.07%▲ 8.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cipher Mining
▲ 29.90%
14
Close
Jun 25, 2024
Genius Sports Limited
▼ 9.03%
3
Close
Jun 25, 2024
Vermilion Energy
▼ 0.01%
5
Close
Jun 25, 2024
Viking Therapeutics
▼ 22.79%
6
Close
Jun 25, 2024
Jazz Pharmaceuticals
▼ 8.87%
2
Close
Jun 25, 2024
Leonardo Drs
▲ 17.53%
3
Close
Jun 25, 2024
Larimar Therapeutics
▼ 16.40%
2
Close
Jun 25, 2024
Axcelis Technologies
▲ 22.33%
2
Sell
Jun 25, 2024
Avis Budget
▲ 0.52%
3
Close
Jun 25, 2024
Alphatec Holdings
▼ 28.46%
3
Sell
Jun 25, 2024
Western Alliance
▼ 4.21%
2
Close
Jun 25, 2024
Evolv Technologies Holdings
▼ 32.21%
5
Close
Jun 25, 2024
Madrigal Pharmaceuticals
▲ 13.20%
2
Close
Jun 25, 2024
Praxis Precision Medicines
▼ 32.50%
2
Close
Jun 25, 2024
Kura Oncology
▼ 0.50%
2
Sell
May 22, 2024
Crinetics Pharmaceuticals
▲ 13.11%
3
Sell
May 22, 2024
Stagwell
▲ 18.18%
3
Sell
May 22, 2024
LiveRamp Holdings
1.9%
▼ 10.05%
4
Sell
Apr 08, 2024
Tamarack Valley Energy
▲ 7.08%
3
Close
Apr 07, 2024
Semtech
▲ 5.39%
2
Close
Apr 02, 2024