Designated Beneficiary IN - New Portfolio
Designated Beneficiary IN
Individual Investor
Ranked #147,925 out of 879,877 TipRanks' Investors
Success Rate
60 out of 82
profitable transactions
profitable transactions
Average Return
15.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.40%
6-Month Return▲ 29.45%
12-Month Return▼ 9.94%
YTD Return▼ 0.66%
Total Return▲ 30.99%
Best Trade
Bio
Looking to Beat the S&P with min 20% returns with 6-12 time frame.
Performance
23.02%0-23.02%
▼ 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
▲ 3.10%
▼ 0.33%
▼ 7.72%
Sep 2026
―
▲ 0.18%
▼ 0.29%
Oct 2026
▼ 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%
▲ 3.10%▼ 0.33%▼ 7.72%
―▲ 0.18%▼ 0.29%
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
12.16%
▼ 8.90%
3
Buy
May 22, 2026
Intellia Therapeutics
35.16%
▼ 13.41%
2
Buy
May 15, 2026
Celsius Holdings
25.3%
▼ 13.89%
2
Buy
May 14, 2026
Karman Holdings Inc.
8.41%
▼ 53.38%
1
Buy
May 01, 2026
Amazon
―
▲ 24.04%
2
Sell
Apr 29, 2026