Calculators

401k Retirement Calculator Mortgage Calculator

New

Student Loan Calculator Auto Loan Calculator

Education

How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

DSB Sept late 22 - New Portfolio

Performance Portfolio Details

Daniel BERMAN

DSB Sept late 22

Individual Investor

Ranked #30,734 out of 747,696 TipRanks' Investors

Success Rate

145 out of 206
profitable transactions

Average Return

26.22%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.01% DOW

8.89% YPF

8.02% GOOGL

4.39% GLP

3.91% MSFT

62.78% Others

By Assets

70.25% Stocks

29.54% Cash

0.21% Funds

0.00% ETFs

0.00% Cryptocurrency

By Sector

35.47% Energy

16.33% Industrials

13.17% Basic Materials

8.10% Communication Services

7.35% Technology

19.58% Other

Portfolio Holdings

nk9pvvh

premium

nk9pvvh

premium

nk9pvvh

wejdmkqp7n

premium

wejdmkqp7n

premium

wejdmkqp7n

lxgim044r

premium

lxgim044r

premium

lxgim044r

oflqqt13rs

premium

oflqqt13rs

premium

oflqqt13rs

kdzhler0r7

premium

kdzhler0r7

premium

kdzhler0r7

nh3qgbum4se

premium

nh3qgbum4se

premium

nh3qgbum4se

jmek0uo721

premium

jmek0uo721

premium

jmek0uo721

96oyi0w2d78

premium

96oyi0w2d78

premium

96oyi0w2d78

2k14yxdchx9

premium

2k14yxdchx9

premium

2k14yxdchx9

flrbqgxa3in

premium

flrbqgxa3in

premium

flrbqgxa3in

To view investors' portfolios

NOC

Northrop Grumman

$438.10

$0.16

(0.04%)

Pre

0.14%

premium

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

$64.83B

-1.47%

GOOGL

Alphabet Class A

$181.67

$4.01

(2.26%)

Pre

0.07%

premium

33 Buy

6 Hold

0 Sell

Strong Buy

premium

$2.25T

49.66%

AAPL

Apple

$223.96

$0.35

(0.16%)

Pre

0.2%

premium

25 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.43T

16.81%

APA

$31.27

$0.49

(1.54%)

Pre

0.29%

premium

6 Buy

11 Hold

3 Sell

Hold

premium

$11.61B

-18.01%

UNP

Union Pacific

$243.27

$0.95

(0.39%)

Pre

0.19%

premium

14 Buy

6 Hold

0 Sell

Moderate Buy

premium

$148.42B

14.66%

VLO

Valero Energy

$149.02

$0.69

(0.47%)

premium

10 Buy

2 Hold

1 Sell

Moderate Buy

premium

$48.73B

22.22%

OVV

Ovintiv

$46.78

$0.46

(0.97%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$12.49B

13.60%

EOG

EOG Resources

$126.92

$2.33

(1.8%)

Pre

0.06%

premium

8 Buy

12 Hold

0 Sell

Moderate Buy

premium

$72.94B

4.77%

CVX

Chevron

$156.99

$2.16

(1.36%)

Pre

0.22%

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$289.33B

2.45%

XOM

Exxon Mobil

$115.27

$0.8

(0.69%)

Pre

0.23%

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$517.09B

13.87%

RNP < FUND >

Cohen & Steers REIT and Preferred and Income Fund Inc

$21.54

$0.29

(1.36%)

premium

―

premium

$1.06B

11.03%

EPD

Enterprise Products Partners

$29.98

$0.02

(0.07%)

Pre

0.1%

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$65.10B

19.30%

IEP

Icahn Enterprises

$17.46

$0.26

(1.51%)

Pre

0.23%

premium

―

premium

$7.88B

-34.24%

MRO

Marathon Oil

$28.28

$0.44

(1.53%)

Pre

0.07%

premium

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

$15.95B

12.18%

COST

Costco

$847.42

$9.29

(1.11%)

Pre

<0.01%

premium

19 Buy

6 Hold

0 Sell

Strong Buy

premium

$375.69B

53.04%

MSFT

Microsoft

$442.94

$5.83

(1.33%)

Pre

0.31%

premium

34 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.29T

29.35%

NEE

NextEra Energy

$72.90

$0.9

(1.25%)

Pre

0.53%

premium

14 Buy

6 Hold

1 Sell

Moderate Buy

premium

$149.78B

-1.68%

JNJ

Johnson & Johnson

$154.24

$0.45

(0.29%)

Pre

0.53%

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$371.21B

-7.02%

MCD

McDonald's

$259.54

$2.26

(0.88%)

Pre

0.3%

premium

19 Buy

8 Hold

0 Sell

Moderate Buy

premium

$187.13B

-10.81%

VRN

Veren

$7.82

$0.05

(0.64%)

Pre

0.64%

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$4.84B

4.83%

DINO

HF Sinclair Corporation

$48.32

$0.09

(0.19%)

premium

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

$9.29B

-0.62%

PLMR

Palomar Holdings

$90.22

$1.43

(1.61%)

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.25B

52.55%

IFF

International Flavors & Fragrances

$98.14

$2.47

(2.58%)

premium

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

$25.06B

16.08%

PBR

Petroleo Brasileiro SA- Petrobras

$14.75

$0.19

(1.27%)

Pre

0.14%

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$92.97B

18.00%

LECO

Lincoln Electric Holdings

$205.16

$3.23

(1.6%)

premium

5 Buy

2 Hold

1 Sell

Moderate Buy

premium

$11.68B

0.47%

CMI

Cummins

$292.25

$1.1

(0.38%)

premium

1 Buy

6 Hold

1 Sell

Hold

premium

$39.97B

16.42%

DHR

Danaher

$250.89

$7.35

(3.02%)

Pre

7.54%

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$185.83B

10.20%

NVMI

Nova

$215.32

$11.74

(5.77%)

Pre

0.22%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.26B

87.01%

Curtiss-Wright

$281.34

$4.3

(1.55%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$10.77B

46.38%

FSK

FS KKR Capital

$20.43

$0.26

(1.29%)

Pre

0.15%

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.72B

18.99%

ZWS

Zurn Water Solutions

$31.35

$0.39

(1.26%)

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$5.41B

16.85%

GLP

Global Partners

$41.44

$1.38

(3.44%)

premium

―

premium

$1.41B

37.45%

ZTS

Zoetis

$180.76

$2.18

(1.22%)

Pre

>0.01%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$82.48B

-2.82%

SQM

Sociedad Quimica Y Minera SA

$39.73

$0.08

(0.2%)

Pre

0.58%

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

$11.17B

-44.10%

GLCNF

Glencore

$5.73

(0%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$69.82B

-0.98%

LLY

Eli Lilly & Co

$865.97

$8.5

(0.99%)

Pre

0.47%

premium

17 Buy

4 Hold

0 Sell

Strong Buy

premium

$823.02B

88.08%

PDO

PIMCO Dynamic Income Opportunities

$13.27

$0.04

(0.3%)

premium

―

premium

―

13.17%

PSX

Phillips 66

$140.11

$1.64

(1.18%)

Pre

0.47%

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$59.40B

34.02%

RQI < FUND >

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

$12.43

$0.21

(1.72%)

Pre

0.16%

premium

―

premium

$1.67B

3.15%

EMR

Emerson Electric Company

$117.83

$2.15

(1.86%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$67.41B

28.06%

CET < FUND >

Central Securities Corp

$44.66

$0.22

(0.5%)

premium

―

premium

$10.81B

20.93%

Parker Hannifin

$552.12

$7.47

(1.37%)

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$70.97B

38.70%

ITW

Illinois Tool Works

$245.39

$2.77

(1.14%)

Pre

0.02%

premium

3 Buy

5 Hold

3 Sell

Hold

premium

$73.22B

-1.31%

Ford Motor

$14.12

$0.14

(1%)

Pre

1.77%

premium

7 Buy

5 Hold

1 Sell

Moderate Buy

premium

$56.37B

6.81%

Verizon

$39.09

$2.53

(6.08%)

Pre

0.2%

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$164.54B

31.38%

EQT

$35.67

$0.21

(0.59%)

Pre

0.59%

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$15.75B

-8.19%

YPF

YPF Sociedad Anonima

$20.16

$0.03

(0.15%)

premium

1 Buy

1 Hold

1 Sell

Hold

premium

$11.44B

28.98%

HES

Hess

$150.22

$2.39

(1.57%)

premium

2 Buy

7 Hold

0 Sell

Hold

premium

$46.28B

4.34%

KRP

Kimbell Royalty Partners

$16.89

$0.11

(0.66%)

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$1.97B

24.93%

VNOM

Viper Energy

$42.83

$0.1

(0.23%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$7.57B

71.65%

STLA

Stellantis

$20.71

$0.5

(2.47%)

Pre

0.72%

premium

13 Buy

3 Hold

2 Sell

Moderate Buy

premium

$60.74B

16.68%

~NE

Noble

―

premium

―

premium

―

SPGYF

Whitecap Resources

$7.43

(0%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.44B

2.20%

AEP

American Electric Power

$94.35

$1.21

(1.3%)

Pre

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$49.73B

12.43%

EQNR

Equinor ASA

$26.61

$0.07

(0.26%)

Pre

0.38%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$74.11B

-6.22%

PEP

PepsiCo

$167.66

$1.7

(1%)

Pre

0.4%

premium

9 Buy

8 Hold

0 Sell

Moderate Buy

premium

$230.29B

-8.58%

SHEL

Shell

$72.21

$0.04

(0.06%)

Pre

0.4%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$226.58B

18.71%

MBGYY

Mercedes-Benz Group AG Unsponsored ADR

$17.50

$0.27

(1.57%)

premium

―

premium

$74.85B

-7.83%

FERG

Ferguson PLC

$210.64

$3.27

(1.58%)

Pre

0.42%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$42.54B

33.14%

KHC

Kraft Heinz

$32.82

$0.3

(0.91%)

Pre

0.24%

premium

7 Buy

7 Hold

1 Sell

Moderate Buy

premium

$39.85B

-4.55%

ARCC

Ares Capital

$20.98

$0.27

(1.3%)

Pre

0.1%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$12.82B

17.60%

GPRE

Green Plains

$16.60

$0.05

(0.3%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.07B

-51.95%

PBF

PBF Energy

$38.32

$0.43

(1.11%)

Pre

0.29%

premium

2 Buy

6 Hold

0 Sell

Hold

premium

$4.54B

-13.98%

LHX

L3Harris Technologies

$238.14

$3.37

(1.44%)

premium

7 Buy

3 Hold

1 Sell

Moderate Buy

premium

$45.17B

21.44%

CCJ

Cameco

$47.61

$0.98

(2.1%)

Pre

0.27%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$20.68B

41.73%

The Estée Lauder Companies

$101.04

$1.86

(1.88%)

Pre

0.18%

premium

7 Buy

13 Hold

0 Sell

Moderate Buy

premium

$36.23B

-41.81%

SNV

Synovus

$45.89

$0.8

(1.77%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$6.72B

42.55%

GFL

GFL Environmental

$39.55

$0.63

(1.62%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$14.88B

4.23%

SLB

Schlumberger

$49.44

$0.23

(0.46%)

Pre

0.12%

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$70.67B

-11.03%

LNG

Cheniere Energy

$180.90

$1.03

(0.57%)

Pre

0.5%

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$41.41B

15.22%

INSP

Inspire Medical Systems

$142.75

$0.99

(0.69%)

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$4.24B

-50.61%

MKSI

MKS Instruments

$132.44

$7.14

(5.7%)

Pre

0.33%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$8.90B

22.15%

ACMR

ACM Research

$21.48

$1.37

(6.81%)

Pre

0.61%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.33B

68.08%

SMR

NuScale Power

$11.06

$0.24

(2.12%)

Pre

3.8%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.69B

53.53%

VALE

Vale SA

$10.92

$0.01

(0.09%)

Pre

0.37%

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$47.09B

-18.00%

DUK

Duke Energy

$107.54

$0.62

(0.58%)

Pre

0.39%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$83.00B

18.58%

Colgate-Palmolive

$97.95

$0.13

(0.13%)

Pre

0.86%

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$80.36B

29.58%

EGY

Vaalco Energy

$6.92

$0.15

(2.22%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$715.91M

64.72%

TIGR

Up Fintech Holding

$4.31

$0.09

(2.13%)

Pre

1.39%

premium

―

premium

―

34.27%

ENPH

Enphase Energy

$104.74

$0.72

(0.68%)

Pre

0.16%

premium

16 Buy

8 Hold

3 Sell

Moderate Buy

premium

$14.25B

-40.69%

SRP

Serco Group plc

187.45p

1.95p

(1.03%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

£1.99B

21.18%

PCEF < ETF >

Invesco CEF Income Composite ETF

$18.90

$0.143

(0.76%)

premium

―

premium

$765.68M

3.73%

TXT

Textron

$91.82

$1.49

(1.65%)

premium

10 Buy

1 Hold

1 Sell

Strong Buy

premium

$17.51B

35.21%

IAU

i-80 Gold Corp

C$1.50

C$0.05

(3.45%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

C$577.35M

-46.69%

GLEN

Glencore

437.20p

6.7p

(1.51%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

£54.00B

-0.98%

DOV

Dover

$181.15

$2.55

(1.39%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$24.90B

22.37%

ASC

Ardmore Shipping

$21.27

$1.07

(5.3%)

Pre

1.55%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$887.58M

74.63%

FNF

Fidelity National Financial

$53.82

$0.43

(0.81%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.71B

47.41%

BRSP

BrightSpire Capital

$6.39

$0.09

(1.39%)

Pre

0.16%

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$834.77M

-1.08%

GXO

GXO Logistics

$54.55

$0.41

(0.76%)

Pre

0.55%

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.52B

-16.92%

TRGP

Targa Resources

$137.76

$1.39

(1.02%)

Pre

0.66%

premium

14 Buy

0 Hold

0 Sell

Strong Buy

premium

$30.54B

71.71%

TNEYF

Tamarack Valley Energy

$2.83

$0.02

(0.71%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.55B

5.60%

REI

Ring Energy

$1.94

$0.02

(1.04%)

Pre

2.06%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$384.00M

-15.65%

NHPEF

New Hope Corporation Limited

$3.40

$0.115

(3.5%)

premium

0 Buy

3 Hold

1 Sell

Hold

premium

$2.64B

-7.78%

DOW

Dow Inc

$54.42

$0.52

(0.96%)

Pre

0.11%

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$38.27B

7.95%

CSX

$34.51

$0.18

(0.52%)

Pre

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$67.46B

7.61%

CAT

Caterpillar

$347.87

$1.65

(0.48%)

Pre

0.03%

premium

7 Buy

5 Hold

1 Sell

Moderate Buy

premium

$170.13B

35.84%

SACH

Sachem Capital

$2.73

$0.12

(4.6%)

Pre

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$129.53M

-14.42%

DDOG

Datadog

$121.22

$2.19

(1.84%)

Pre

0.39%

premium

25 Buy

5 Hold

1 Sell

Strong Buy

premium

$40.55B

6.76%

CSGS

CSG Systems International

$44.08

$0.22

(0.5%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.31B

-15.02%