Designated Beneficiary IN - New Portfolio
Portfolio Gain
1-Month Return▼12.17%
6-Month Return▼15.22%
12-Month Return-
YTD Return▼1.24%
Total Return▼1.24%
Best Trade
Bio
I like to invest heavy in growth stocks like psychadelics, rare earth metals and quantum computing, however I have “mainstream” stocks as well. I rarely touch a penny stock
Performance
TipRanks Average▼ 0.82%▲ 16.06%▲ 15.50%▼ 5.57%▼ 4.52%▲ 11.68%▲ 3.10%▼ 8.57%
S&P 500▼ 4.94%▲ 10.51%▲ 5.26%▼ 1.03%▲ 0.03%▲ 2.68%▼ 0.33%▼ 0.91%
Investor Portfolio▼ 6.94%▲ 25.65%▲ 10.86%▼ 4.35%▼ 14.90%▲ 11.39%▼ 3.01%▼ 13.36%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | ▼Date | |
|---|---|---|---|---|---|---|
TTTrane Technologies | — | ▼1.99% | 22 | Sell | Oct 24, 2026 | |
IYGiShares US Financial Services ETF | — | ▲0.78% | 10 | Close | Oct 23, 2026 | |
FSMFortuna Mining Corp | 7.69% | ▼3.23% | 21 | Sell | Oct 23, 2026 | |
PWRQuanta Services | — | ▼5.73% | 29 | Close | Oct 23, 2026 | |
IONQIonQ | — | ▼20.72% | 25 | Close | Oct 23, 2026 | |
AGFirst Majestic Silver | 1.08% | ▼1.50% | 5 | Buy | Oct 23, 2026 | |
VPUVanguard Utilities ETF | — | ▲0.35% | 6 | Sell | Oct 23, 2026 | |
BEBloom Energy | — | ▼1.65% | 10 | Close | Oct 23, 2026 | |
NLRVanEck Uranium + Nuclear Energy ETF | — | ▼1.89% | 8 | Close | Oct 23, 2026 | |
PAVEGlobal X U.S. Infrastructure Development ETF | — | ▼1.94% | 11 | Close | Oct 23, 2026 | |
XELXcel Energy | — | ▼0.55% | 3 | Sell | Oct 23, 2026 | |
GOOGAlphabet Class C | — | ▼2.01% | 2 | Close | Oct 23, 2026 | |
GRIDFirst Trust Nasdaq Clean Edge Smart GRID Infrastructure Index | 1.1% | ▲2.19% | 18 | Buy | Oct 22, 2026 | |
QTUMDefiance Quantum ETF | 3.74% | ▼10.52% | 22 | Buy | Oct 22, 2026 | |
CLSKCleanspark | 2.1% | ▲13.95% | 44 | Buy | Oct 22, 2026 | |
MPMP Materials | 4.07% | ▼6.96% | 70 | Buy | Oct 22, 2026 | |
WPMWheaton Precious Metals | 6.25% | ▼2.51% | 39 | Buy | Oct 22, 2026 | |
LMTLockheed Martin | 4.98% | ▲8.25% | 9 | Sell | Oct 22, 2026 | |
NVDANvidia | 1.14% | ▲4.74% | 38 | Buy | Oct 22, 2026 | |
NEENextEra Energy | 3.83% | ▲8.23% | 2 | Buy | Oct 22, 2026 |