tiprankstipranks

Designated Beneficiary IN - New Portfolio

Sheila Naples

Designated Beneficiary IN
Individual Investor
Ranked #178,342 out of 730,435 TipRanks' Investors
Success Rate
55%
59 out of 107
profitable transactions
Average Return
5.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.77%
6-Month Return-
12-Month Return-
YTD Return▲ 10.43%
Total Return▲ 10.43%

Best Trade

Opened at
Closed at
Gain▲ 111.80%

Bio

Performance

18.13%0-18.13%
▼ 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
▼ 18.13%
▼ 3.38%
▼ 11.03%
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%
▼ 18.13%▼ 3.38%▼ 11.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vermilion Energy
1.92%
▲ 5.15%
4
Sell
Apr 08, 2024
LiveRamp Holdings
2.06%
▼ 4.27%
4
Sell
Apr 08, 2024
Avis Budget
3.2%
▼ 11.03%
2
Sell
Apr 08, 2024
Tamarack Valley Energy
▲ 7.08%
3
Sell
Apr 07, 2024
Genius Sports Limited
5.11%
▼ 11.93%
2
Sell
Apr 05, 2024
Evolv Technologies Holdings
3%
▲ 9.02%
4
Sell
Apr 05, 2024
Crinetics Pharmaceuticals
1.62%
▼ 3.37%
2
Sell
Apr 04, 2024
Semtech
▲ 5.39%
2
Close
Apr 02, 2024
Cipher Mining
0.74%
▲ 34.76%
13
Sell
Mar 28, 2024
Alphatec Holdings
7.94%
▼ 11.82%
2
Buy
Mar 28, 2024
Akebia Therapeutics
2.78%
▼ 34.32%
1
Buy
Mar 28, 2024
Praxis Precision Medicines
5.87%
▼ 12.10%
1
Buy
Mar 28, 2024
Viking Therapeutics
7.21%
▲ 2.01%
5
Sell
Mar 27, 2024
Leonardo Drs
3.84%
▼ 2.34%
2
Buy
Mar 26, 2024
Astria Therapeutics
1.94%
▼ 37.79%
1
Buy
Mar 25, 2024
Madrigal Pharmaceuticals
6.13%
▼ 22.52%
1
Buy
Mar 25, 2024
Cloudflare
▲ 5.28%
4
Sell
Mar 22, 2024
Viridian Therapeutics
1.72%
▼ 31.62%
1
Buy
Mar 21, 2024
Western Alliance
3.76%
▼ 8.01%
1
Buy
Mar 21, 2024
Hut 8 Mining Corp
▲ 5.82%
3
Sell
Mar 20, 2024