Education
About Us
Working with TipRanks
Follow Us
DSB Sept late 22 - New Portfolio
Daniel BERMAN
DSB Sept late 22Individual Investor
Ranked #53,703 out of 789,901 TipRanks' Investors
Success Rate
137 out of 210
profitable transactions
profitable transactions
Average Return
26.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.94%
6-Month Return▼ 1.15%
12-Month Return▲ 0.46%
YTD Return▲ 1.19%
Total Return▲ 33.37%
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
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 3.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.66%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.99%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.81%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 6.63%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.37%
Feb 2025
▲ 8.13%▲ 1.21%▲ 3.00%
▼ 13.14%▲ 2.34%▲ 0.23%
▲ 2.93%▲ 2.10%▲ 0.66%
▲ 10.01%▼ 0.89%▼ 1.99%
▲ 26.01%▲ 5.96%▲ 2.81%
▲ 5.96%▼ 2.41%▼ 6.63%
▲ 5.25%▲ 2.69%▲ 3.89%
▼ 12.86%▼ 1.27%▼ 0.37%
Recent Activity
NetApp
0%
▼ 19.02%
1
Open
Feb 27, 2025
Brookfield Infrastructure
―
▼ 6.08%
4
Close
Jan 10, 2025
Marathon Oil
―
▲ 20.33%
2
Close
Nov 21, 2024
Conocophillips
0.37%
▼ 16.55%
1
Open
Nov 21, 2024
Kimbell Royalty Partners
―
▲ 12.70%
3
Close
Nov 05, 2024
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
―
▲ 18.41%
2
Close
Oct 11, 2024
FS KKR Capital
―
▲ 53.91%
2
Close
Sep 27, 2024
Central Securities Corp
―
▲ 53.24%
2
Close
Sep 27, 2024
Allianz SE Unsponsored ADR
0%
▲ 9.10%
1
Open
Sep 19, 2024
Encore Wire
―
▲ 155.80%
3
Close
Jul 03, 2024
Enerplus
―
▲ 14.27%
2
Close
Jun 03, 2024
Chord Energy
0%
▼ 38.98%
1
Open
Jun 03, 2024
AAR
0%
▼ 11.36%
1
Open
May 27, 2024
Bosideng International Holdings
0%
▼ 21.47%
1
Open
May 27, 2024
Nvidia
―
▲ 72.55%
4
Close
May 26, 2024
Chevron
0%
▲ 9.17%
2
Sell
May 26, 2024
Exxon Mobil
0%
▲ 29.41%
2
Sell
May 26, 2024
Keysight Technologies
0%
▲ 8.22%
1
Open
May 26, 2024
The Hershey Company
0%
▼ 7.23%
1
Open
May 26, 2024
Techtronic Industries
0%
▼ 2.93%
1
Open
May 26, 2024