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DSB Sept late 22 - New Portfolio
Daniel BERMAN
DSB Sept late 22Individual Investor
Ranked #77,267 out of 796,165 TipRanks' Investors
Success Rate
126 out of 211
profitable transactions
profitable transactions
Average Return
17.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 10.19%
6-Month Return▼ 14.56%
12-Month Return▼ 9.84%
YTD Return▼ 7.62%
Total Return▲ 21.73%
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
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 0.66%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 2.83%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.74%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.37%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.35%
Mar 2025
▼ 8.94%
▼ 6.03%
▼ 8.73%
Apr 2025
▲ 2.92%▲ 2.10%▲ 0.66%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 25.98%▲ 5.96%▲ 2.83%
▲ 5.34%▼ 2.41%▼ 6.74%
▲ 5.99%▲ 2.69%▲ 4.04%
▼ 12.86%▼ 1.27%▼ 0.37%
▼ 1.80%▼ 5.57%▼ 2.35%
▼ 8.94%▼ 6.03%▼ 8.73%
Recent Activity
BYD Electronic (International) Co
0%
▼ 22.82%
1
Open
Mar 26, 2025
NetApp
0%
▼ 30.75%
1
Open
Feb 27, 2025
Brookfield Infrastructure
―
▼ 8.74%
4
Close
Jan 10, 2025
Marathon Oil
―
▲ 20.33%
2
Close
Nov 21, 2024
Conocophillips
0.37%
▼ 22.20%
1
Open
Nov 21, 2024
Kimbell Royalty Partners
―
▲ 12.71%
3
Close
Nov 05, 2024
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
―
▲ 18.42%
2
Close
Oct 11, 2024
FS KKR Capital
―
▲ 53.90%
2
Close
Sep 27, 2024
Central Securities Corp
―
▲ 53.24%
2
Close
Sep 27, 2024
Allianz SE Unsponsored ADR
0%
▲ 20.51%
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%
▼ 46.47%
1
Open
Jun 03, 2024
AAR
0%
▼ 26.03%
1
Open
May 27, 2024
Bosideng International Holdings
0%
▼ 9.08%
1
Open
May 27, 2024
Nvidia
―
▲ 72.55%
4
Close
May 26, 2024
Chevron
0%
▼ 3.47%
2
Sell
May 26, 2024
Exxon Mobil
0%
▲ 25.12%
2
Sell
May 26, 2024
Keysight Technologies
0%
▼ 6.43%
1
Open
May 26, 2024
The Hershey Company
0%
▼ 14.64%
1
Open
May 26, 2024