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DSB Sept late 22 - New Portfolio
Daniel BERMAN
DSB Sept late 22Individual Investor
Ranked #27,681 out of 747,498 TipRanks' Investors
Success Rate
148 out of 206
profitable transactions
profitable transactions
Average Return
25.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.11%
6-Month Return▲ 10.21%
12-Month Return▲ 14.54%
YTD Return▲ 6.56%
Total Return▲ 37.68%
Best Trade
Bio
Portfolio is now divested in half. There is nearly $600,000 sitting on the sidelines. I can move when I need. I like Apple ,Northrop . Midstream Google and a few other companies not yet listed. I see value in Mercedes’ and even F but waiting. I like
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 5.46%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.92%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.65%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 2.16%
Jul 2024
▲ 5.14%▲ 4.57%▲ 5.46%
▼ 1.87%▲ 1.59%▼ 2.33%
▲ 14.08%▲ 5.22%▲ 4.30%
▲ 5.05%▲ 3.27%▲ 6.47%
▼ 12.40%▼ 4.03%▼ 2.92%
▲ 11.46%▲ 5.06%▲ 1.76%
▼ 2.25%▲ 3.53%▼ 2.65%
▲ 29.87%▲ 0.88%▲ 2.16%
Recent Activity
Encore Wire
―
▲ 155.80%
3
Close
Jul 03, 2024
Enerplus
―
▲ 14.27%
2
Close
Jun 03, 2024
Chord Energy
0%
▼ 0.68%
1
Open
Jun 03, 2024
AAR
0%
▼ 9.69%
1
Open
May 27, 2024
Bosideng International Holdings
0%
▼ 15.88%
1
Open
May 27, 2024
Nvidia
―
▲ 72.56%
4
Close
May 26, 2024
Chevron
0%
▲ 9.89%
2
Sell
May 26, 2024
Exxon Mobil
0%
▲ 35.94%
2
Sell
May 26, 2024
Keysight Technologies
0%
▼ 4.62%
1
Open
May 26, 2024
The Hershey Company
0%
▼ 2.97%
1
Open
May 26, 2024
Techtronic Industries
0%
▼ 1.51%
1
Open
May 26, 2024
Tencent Holdings Limited
0%
▼ 1.90%
1
Open
May 26, 2024
Blackstone Secured Lending Fund
0%
▲ 0.29%
1
Open
May 26, 2024
Coterra Energy
0%
▼ 1.22%
1
Open
May 26, 2024
Beazley
―
▲ 19.00%
2
Close
Mar 08, 2024
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
0%
▲ 10.91%
1
Open
Mar 03, 2024
NVR
0%
▲ 10.53%
1
Open
Feb 29, 2024
iShares 0-3 Month Treasury Bond ETF
0%
▲ 2.24%
1
Open
Feb 17, 2024
Amazon
0%
▲ 19.08%
1
Open
Dec 19, 2023
Holly Energy Partners
―
▲ 31.66%
2
Close
Nov 30, 2023