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DSB Sept late 22 - New Portfolio

Performance Portfolio Details

Daniel BERMAN

DSB Sept late 22

Individual Investor

Ranked #36,872 out of 769,002 TipRanks' Investors

Success Rate

145 out of 207
profitable transactions

Average Return

29.93%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

15.68% YPF

9.37% DOW

7.01% GOOGL

5.21% GLP

4.58% VNOM

58.15% Others

By Assets

71.34% Stocks

28.44% Cash

0.22% Funds

0.00% ETFs

0.00% Cryptocurrency

By Sector

41.57% Energy

17.96% Industrials

10.29% Basic Materials

7.10% Communication Services

6.70% Technology

16.38% Other

Portfolio Holdings

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To view investors' portfolios

NOC

Northrop Grumman

$496.41

$4.43

(0.9%)

premium

7 Buy

9 Hold

0 Sell

Moderate Buy

premium

$71.54B

4.44%

GOOGL

Alphabet Class A

$167.63

$8.35

(4.74%)

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.19T

28.48%

AAPL

Apple

$228.52

$0.48

(0.21%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

20.12%

APA

$22.44

$0.31

(1.4%)

premium

5 Buy

10 Hold

4 Sell

Hold

premium

$8.11B

-39.57%

UNP

Union Pacific

$239.02

$5.46

(2.34%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$141.43B

5.21%

VLO

Valero Energy

$141.11

$0.09

(0.06%)

premium

11 Buy

2 Hold

1 Sell

Moderate Buy

premium

$44.96B

14.64%

OVV

Ovintiv

$46.59

$0.85

(1.86%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$11.61B

2.40%

EOG

EOG Resources

$135.50

$0.73

(0.54%)

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$76.03B

9.64%

CVX

Chevron

$161.63

$0.3

(0.19%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$286.82B

12.00%

XOM

Exxon Mobil

$121.93

$1.61

(1.34%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$521.39B

15.18%

RNP < FUND >

Cohen & Steers REIT and Preferred and Income Fund Inc

$22.77

$0.16

(0.71%)

premium

―

premium

$1.11B

26.73%

EPD

Enterprise Products Partners

$32.35

$0.56

(1.76%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$68.56B

19.74%

IEP

Icahn Enterprises

$11.02

$0.005

(0.05%)

premium

―

premium

$5.70B

-32.89%

MRO

Marathon Oil

$28.55

$0.37

(1.28%)

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

$16.08B

14.26%

COST

Costco

$955.65

$27.57

(2.97%)

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$412.12B

58.84%

MSFT

Microsoft

$412.87

$1.79

(0.43%)

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

11.37%

NEE

NextEra Energy

$77.36

$0.48

(0.62%)

premium

8 Buy

5 Hold

1 Sell

Moderate Buy

premium

$158.51B

32.60%

JNJ

Johnson & Johnson

$155.50

$2.39

(1.56%)

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$368.37B

1.32%

MCD

McDonald's

$288.47

$2.44

(0.84%)

premium

16 Buy

10 Hold

0 Sell

Moderate Buy

premium

$208.34B

3.72%

VRN

Veren

$5.40

$0.03

(0.56%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.24B

-23.72%

DINO

HF Sinclair Corporation

$42.03

$0.2

(0.48%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$7.96B

-21.61%

PLMR

Palomar Holdings

$108.67

$0.28

(0.26%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.84B

81.83%

IFF

International Flavors & Fragrances

$89.78

$0.94

(1.06%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$22.74B

20.71%

PBR

Petroleo Brasileiro SA- Petrobras

$14.15

$0.13

(0.91%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$88.66B

-9.90%

LECO

Lincoln Electric Holdings

$208.51

$5.32

(2.62%)

premium

5 Buy

1 Hold

1 Sell

Moderate Buy

premium

$11.50B

3.84%

CMI

Cummins

$368.86

$7.91

(2.19%)

premium

3 Buy

6 Hold

2 Sell

Hold

premium

$49.64B

61.28%

DHR

Danaher

$235.05

$1.95

(0.84%)

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$166.73B

7.00%

NVMI

Nova

$179.72

$5.54

(3.18%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$5.16B

41.76%

Curtiss-Wright

$367.55

$6.1

(1.69%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$13.73B

68.87%

ZWS

Zurn Water Solutions

$39.35

$0.54

(1.39%)

premium

1 Buy

4 Hold

0 Sell

Hold

premium

$6.62B

30.85%

GLP

Global Partners

$51.85

$1.29

(2.55%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.77B

47.28%

ZTS

Zoetis

$176.71

$1.04

(0.59%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$79.21B

-1.71%

SQM

Sociedad Quimica Y Minera SA

$39.63

$0.89

(2.3%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$10.72B

-24.53%

GLCNF

Glencore

$4.80

$0.03

(0.62%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$58.48B

-16.70%

LLY

Eli Lilly & Co

$749.92

$3.49

(0.46%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$692.74B

27.14%

PDO

PIMCO Dynamic Income Opportunities

$13.55

$0.04

(0.3%)

premium

―

premium

―

13.05%

PSX

Phillips 66

$131.41

$0.04

(0.03%)

premium

54.08B

RQI < FUND >

Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund

$13.45

$0.17

(1.28%)

premium

―

premium

$1.78B

19.32%

EMR

Emerson Electric Company

$128.27

$0.83

(0.64%)

premium

73.88B

Parker Hannifin

$702.68

$12.25

(1.77%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$88.79B

59.48%

ITW

Illinois Tool Works

$269.85

$3.47

(1.3%)

premium

78.69B

Ford Motor

$10.80

$0.07

(0.65%)

premium

4 Buy

9 Hold

1 Sell

Hold

premium

$43.92B

5.30%

Verizon

$42.50

$0.28

(0.66%)

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$176.51B

13.34%

EQT

$46.89

$0.35

(0.75%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$26.30B

16.29%

YPF

YPF Sociedad Anonima

$37.47

$0.3

(0.81%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$15.44B

150.64%

HES

Hess

$147.98

$0.51

(0.35%)

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

$45.06B

2.18%

VNOM

Viper Energy

$54.69

$0.68

(1.26%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$10.03B

79.26%

STLA

Stellantis

$12.85

(0%)

premium

7 Buy

11 Hold

2 Sell

Hold

premium

$38.73B

-36.32%

~NE

Noble

―

premium

―

premium

―

SPGYF

Whitecap Resources

$7.52

$0.098

(1.32%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$4.36B

5.35%

AEP

American Electric Power

$98.08

$1.28

(1.32%)

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$51.50B

24.04%

EQNR

Equinor ASA

$24.89

$0.34

(1.38%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$65.12B

-24.67%

PEP

PepsiCo

$160.34

$1.6

(1.01%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$215.02B

-5.40%

SHEL

Shell

$66.27

$0.84

(1.28%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$199.95B

-1.64%

MBGYY

Mercedes-Benz Group AG Unsponsored ADR

$13.58

$0.09

(0.66%)

premium

―

premium

$59.65B

-14.16%

FERG

Ferguson PLC

$206.45

$3.71

(1.83%)

premium

10 Buy

2 Hold

1 Sell

Moderate Buy

premium

$40.52B

20.92%

KHC

Kraft Heinz

$31.09

$0.21

(0.68%)

premium

4 Buy

8 Hold

1 Sell

Hold

premium

$36.98B

-9.57%

ARCC

Ares Capital

$21.78

$0.01

(0.05%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.10B

10.38%

GPRE

Green Plains

$11.09

$0.205

(1.88%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$682.07M

-56.36%

PBF

PBF Energy

$32.15

$0.52

(1.64%)

premium

1 Buy

9 Hold

3 Sell

Hold

premium

$3.63B

-29.85%

LHX

L3Harris Technologies

$246.60

$2.24

(0.92%)

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$46.20B

29.59%

CCJ

Cameco

$60.93

$3.32

(5.76%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$24.99B

28.68%

The Estée Lauder Companies

$66.84

$1.51

(2.31%)

premium

4 Buy

20 Hold

1 Sell

Hold

premium

$23.26B

-45.63%

SNV

Synovus

$56.02

$0.99

(1.8%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$7.82B

84.17%

GFL

GFL Environmental

$45.77

$0.5

(1.1%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$17.92B

53.46%

SLB

Schlumberger

$44.06

$0.53

(1.22%)

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$60.86B

-17.43%

LNG

Cheniere Energy

$224.99

$4.35

(1.97%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$49.37B

25.34%

INSP

Inspire Medical Systems

$186.19

$1.42

(0.77%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.28B

33.96%

MKSI

MKS Instruments

$113.71

$5.36

(4.95%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$7.29B

42.85%

ACMR

ACM Research

$19.18

$0.5

(2.68%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.15B

6.74%

SMR

NuScale Power

$27.67

$1.93

(7.5%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.90B

937.90%

VALE

Vale SA

$9.96

$0.07

(0.7%)

premium

5 Buy

4 Hold

1 Sell

Moderate Buy

premium

$42.66B

-36.80%

DUK

Duke Energy

$114.86

$1.12

(0.98%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$87.74B

26.55%

Colgate-Palmolive

$94.25

$0.34

(0.36%)

premium

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

$76.48B

22.64%

EGY

Vaalco Energy

$5.41

$0.11

(2.08%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$553.99M

13.73%

TIGR

Up Fintech Holding

$5.60

$0.25

(4.27%)

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$907.30M

21.24%

ENPH

Enphase Energy

$63.57

$0.19

(0.3%)

premium

14 Buy

12 Hold

4 Sell

Moderate Buy

premium

$8.29B

-35.54%

SRP

Serco Group plc

156.15p

1.147p

(0.74%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

£1.58B

0.45%

PCEF < ETF >

Invesco CEF Income Composite ETF

$19.43

$0.14

(0.73%)

premium

―

premium

$813.14M

11.23%

TXT

Textron

$83.96

$2.1

(2.57%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$15.08B

5.24%

IAU

i-80 Gold Corp

C$0.94

C$0.16

(20.51%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

C$311.69M

-60.80%

GLEN

Glencore

380.85p

0.65p

(0.17%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

£46.21B

-16.70%

DOV

Dover

$202.49

$4.36

(2.2%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$27.26B

43.07%

ASC

Ardmore Shipping

$11.89

$0.43

(3.49%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$517.16M

-7.92%

FNF

Fidelity National Financial

$60.66

$0.58

(0.97%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$16.68B

34.14%

BRSP

BrightSpire Capital

$6.18

$0.03

(0.49%)

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$806.64M

-4.95%

GXO

GXO Logistics

$60.00

$1.5

(2.56%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$7.02B

3.21%

TRGP

Targa Resources

$207.69

$4.85

(2.39%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$44.39B

131.66%

TNEYF

Tamarack Valley Energy

$3.27

$0.123

(3.9%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.66B

16.45%

REI

Ring Energy

$1.59

$0.05

(3.25%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$305.22M

-10.46%

NHPEF

New Hope Corporation Limited

$3.21

(0%)

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$2.73B

-6.13%

DOW

Dow Inc

$44.81

$0.88

(2%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$30.56B

-15.08%

CSX

$35.34

$0.77

(2.23%)

premium

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

$66.72B

7.19%

CAT

Caterpillar

$389.59

$8.09

(2.12%)

premium

5 Buy

5 Hold

4 Sell

Hold

premium

$184.59B

52.96%

SACH

Sachem Capital

$1.59

$0.07

(4.22%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$77.49M

-53.24%

DDOG

Datadog

$143.86

$8.41

(6.21%)

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$45.32B

21.01%

CSGS

CSG Systems International

$55.20

$0.72

(1.32%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.58B

6.26%

NOG

Northern Oil And Gas

$42.34

$0.77

(1.85%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$4.10B

10.73%

TWMIF

Tidewater Midstream and Infrastructure

$0.09

$0.002

(2.49%)

premium

0 Buy

3 Hold

1 Sell

Hold

premium

$40.05M

-86.31%

ACDC

ProFrac Holding

$7.55

$0.41

(5.74%)

premium

0 Buy

3 Hold

1 Sell

Hold

premium

$1.08B

-12.50%