Designated Beneficiary IN - New Portfolio
Designated Beneficiary IN
Individual Investor
Ranked #154,818 out of 878,771 TipRanks' Investors
Success Rate
60 out of 82
profitable transactions
profitable transactions
Average Return
15.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.35%
6-Month Return▲ 28.72%
12-Month Return▼ 5.84%
YTD Return▲ 3.11%
Total Return▲ 35.95%
Best Trade
Bio
Looking to Beat the S&P with min 20% returns with 6-12 time frame.
Performance
23.02%0-23.02%
▼ 1.51%
▼ 0.86%
▼ 8.24%
Feb 2026
▼ 0.82%
▼ 4.94%
▼ 4.17%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 10.42%
Apr 2026
▲ 15.50%
▲ 5.26%
▲ 10.55%
May 2026
▼ 5.57%
▼ 1.03%
▼ 6.40%
Jun 2026
▼ 4.52%
▲ 0.03%
▲ 0.37%
Jul 2026
▲ 11.68%
▲ 2.68%
▲ 23.02%
Aug 2026
▲ 1.92%
▲ 1.09%
▼ 4.50%
Sep 2026
▼ 1.51%▼ 0.86%▼ 8.24%
▼ 0.82%▼ 4.94%▼ 4.17%
▲ 16.06%▲ 10.51%▲ 10.42%
▲ 15.50%▲ 5.26%▲ 10.55%
▼ 5.57%▼ 1.03%▼ 6.40%
▼ 4.52%▲ 0.03%▲ 0.37%
▲ 11.68%▲ 2.68%▲ 23.02%
▲ 1.92%▲ 1.09%▼ 4.50%
Recent Activity
Danaher
―
▲ 4.58%
2
Sell
Sep 17, 2026
Inspire Medical Systems
―
▲ 27.12%
2
Close
Sep 17, 2026
Salesforce
―
▲ 19.98%
9
Close
Sep 10, 2026
Rezolute
―
▲ 21.55%
2
Close
Sep 09, 2026
Datadog
―
▲ 128.38%
2
Close
Jun 04, 2026
Mineralys Therapeutics, Inc.
―
▲ 17.48%
2
Close
Jun 03, 2026
DraftKings
―
▲ 10.02%
2
Sell
Jun 02, 2026
Robinhood
―
▲ 28.90%
2
Close
Jun 02, 2026
Shopify
―
▲ 13.24%
2
Close
Jun 02, 2026
Serve Robotics Inc
―
▲ 14.76%
5
Sell
May 31, 2026
Oklo Inc
―
▲ 1.36%
2
Sell
May 31, 2026
Chime Financial, Inc. Class A
―
▲ 4.49%
3
Sell
May 31, 2026
USA Rare Earth
―
▲ 10.04%
2
Sell
May 31, 2026
Nano Nuclear Energy Inc.
―
▲ 22.86%
2
Sell
May 30, 2026
Red Cat Holdings
―
▲ 44.83%
2
Sell
May 30, 2026
MP Materials
12.75%
▼ 5.83%
3
Buy
May 22, 2026
Intellia Therapeutics
34.28%
▼ 12.70%
2
Buy
May 15, 2026
Celsius Holdings
25.01%
▼ 11.97%
2
Buy
May 14, 2026
Karman Holdings Inc.
8.98%
▼ 48.52%
1
Buy
May 01, 2026
Amazon
―
▲ 24.04%
2
Sell
Apr 29, 2026