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DSB Sept late 22 - New Portfolio
Daniel BERMAN
DSB Sept late 22Individual Investor
Ranked #36,872 out of 769,002 TipRanks' Investors
Success Rate
145 out of 207
profitable transactions
profitable transactions
Average Return
29.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.43%
6-Month Return▼ 0.28%
12-Month Return▲ 18.09%
YTD Return▲ 9.02%
Total Return▲ 40.85%
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
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.92%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.77%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.62%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.01%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.66%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.83%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.40%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.92%
▲ 11.46%▲ 5.06%▲ 1.77%
▼ 2.25%▲ 3.53%▼ 2.62%
▲ 25.72%▲ 1.21%▲ 3.01%
▼ 4.22%▲ 2.34%▲ 0.23%
▲ 7.82%▲ 2.10%▲ 0.66%
▲ 5.70%▼ 0.89%▼ 1.83%
▲ 21.94%▲ 3.81%▲ 2.40%
Recent Activity
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%
▼ 7.56%
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%
▼ 25.29%
1
Open
Jun 03, 2024
AAR
0%
▼ 5.31%
1
Open
May 27, 2024
Bosideng International Holdings
0%
▼ 3.11%
1
Open
May 27, 2024
Nvidia
―
▲ 72.55%
4
Close
May 26, 2024
Chevron
0%
▲ 13.79%
2
Sell
May 26, 2024
Exxon Mobil
0%
▲ 43.21%
2
Sell
May 26, 2024
Keysight Technologies
0%
▲ 14.88%
1
Open
May 26, 2024
The Hershey Company
0%
▼ 10.34%
1
Open
May 26, 2024
Techtronic Industries
0%
▲ 8.16%
1
Open
May 26, 2024
Tencent Holdings Limited
0%
▲ 4.01%
1
Open
May 26, 2024
Blackstone Secured Lending Fund
0%
▲ 6.79%
1
Open
May 26, 2024
Coterra Energy
0%
▲ 0.60%
1
Open
May 26, 2024
Beazley
―
▲ 19.00%
2
Close
Mar 08, 2024