Education

Personal Finance 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 Advertise with Us Top Online Brokers Become an Affiliate TipRanks News Wire

TOOLS

Top Smart Score Stocks

STOCKS

Research Tools

Most Visited Websites

Daily Feeds

Daily Analyst Ratings

Daily Insider Trading Tracker

Calendars

Economic Indicators

Economic Indicators Center

Inflation Rate

Unemployment Rate

Federal Funds Rate

Class Actions

Calculators

Dividend Calculator

Dividend Yield Calculator

Options Profit Calculator

Dollar Cost Averaging

Technical Analysis Screener

Dividend Center

Best Dividend Stocks

Popular

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

DSB Sept late 22 - New Portfolio

Performance Portfolio Details

Daniel BERMAN

DSB Sept late 22

Individual Investor

Ranked #59,043 out of 775,923 TipRanks' Investors

Success Rate

136 out of 208
profitable transactions

Average Return

25.68%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

17.84% YPF

8.48% DOW

8.12% GOOGL

4.88% GLP

4.04% VNOM

56.64% Others

By Assets

71.06% Stocks

28.74% Cash

0.20% Funds

0.00% ETFs

0.00% Cryptocurrency

By Sector

41.63% Energy

17.27% Industrials

9.32% Basic Materials

8.21% Communication Services

7.36% Technology

16.21% Other

Portfolio Holdings

wfuing5c8s

premium

wfuing5c8s

premium

wfuing5c8s

z83v479

premium

z83v479

premium

z83v479

2xqbqx9jlml

premium

2xqbqx9jlml

premium

2xqbqx9jlml

oevl2w0s04b

premium

oevl2w0s04b

premium

oevl2w0s04b

2awasj3f128

premium

2awasj3f128

premium

2awasj3f128

rld6iw0e0go

premium

rld6iw0e0go

premium

rld6iw0e0go

cxiuif44259

premium

cxiuif44259

premium

cxiuif44259

mrpcg9

premium

mrpcg9

premium

mrpcg9

zwrxcynpqgm

premium

zwrxcynpqgm

premium

zwrxcynpqgm

qjb0ikk42

premium

qjb0ikk42

premium

qjb0ikk42

To view investors' portfolios

NOC

Northrop Grumman

$469.54

$2.41

(0.52%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$68.41B

1.38%

GOOGL

Alphabet Class A

$191.41

$2.9

(1.54%)

premium

27 Buy

6 Hold

0 Sell

Strong Buy

premium

$2.35T

35.28%

AAPL

Apple

$254.49

$4.7

(1.88%)

premium

19 Buy

9 Hold

2 Sell

Moderate Buy

premium

$3.85T

31.45%

APA

$21.04

$0.56

(2.73%)

premium

5 Buy

12 Hold

4 Sell

Hold

premium

$7.78B

-41.49%

UNP

Union Pacific

$226.32

$3.17

(1.42%)

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$137.21B

-7.08%

VLO

Valero Energy

$118.59

$0.34

(0.29%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$37.54B

-10.29%

OVV

Ovintiv

$37.78

$0.04

(0.11%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$9.84B

-13.78%

EOG

EOG Resources

$119.04

$0.82

(0.69%)

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$66.95B

-2.64%

CVX

Chevron

$142.85

$1.7

(1.2%)

premium

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

$256.71B

-5.43%

XOM

Exxon Mobil

$105.87

$0.36

(0.34%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$465.31B

3.89%

RNP < FUND >

Cohen & Steers REIT and Preferred and Income Fund Inc

$20.97

$0.29

(1.4%)

premium

―

premium

$1.03B

6.34%

EPD

Enterprise Products Partners

$30.99

$0.46

(1.51%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$67.17B

18.83%

IEP

Icahn Enterprises

$9.53

$0.24

(2.58%)

premium

―

premium

$4.80B

-46.13%

COST

Costco

$954.07

$0.73

(0.08%)

premium

18 Buy

8 Hold

0 Sell

Moderate Buy

premium

$423.51B

42.06%

MSFT

Microsoft

$436.60

$0.43

(0.1%)

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.25T

16.56%

NEE

NextEra Energy

$71.67

$1.9

(2.72%)

premium

9 Buy

4 Hold

1 Sell

Moderate Buy

premium

$147.38B

19.95%

JNJ

Johnson & Johnson

$144.47

$0.89

(0.62%)

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$347.83B

-7.07%

MCD

McDonald's

$292.68

$2.45

(0.84%)

premium

16 Buy

10 Hold

0 Sell

Moderate Buy

premium

$209.74B

0.34%

VRN

Veren

$4.66

$0.22

(4.95%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.87B

-33.62%

DINO

HF Sinclair Corporation

$33.76

$0.09

(0.27%)

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$6.35B

-40.64%

PLMR

Palomar Holdings

$104.93

$1.12

(1.08%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.78B

82.90%

IFF

International Flavors & Fragrances

$85.74

$0.2

(0.23%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$21.92B

6.25%

PBR

Petroleo Brasileiro SA- Petrobras

$13.04

$0.09

(0.69%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$81.67B

-17.36%

LECO

Lincoln Electric Holdings

$189.75

$0.14

(0.07%)

premium

6 Buy

1 Hold

1 Sell

Moderate Buy

premium

$10.71B

-13.10%

CMI

Cummins

$351.38

$1.68

(0.48%)

premium

4 Buy

8 Hold

1 Sell

Hold

premium

$48.20B

48.27%

DHR

Danaher

$228.55

$2.39

(1.06%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$165.08B

-0.78%

NVMI

Nova

$193.53

$1.35

(0.69%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.62B

43.08%

Curtiss-Wright

$354.22

$2.78

(0.79%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$13.44B

60.32%

ZWS

Zurn Water Solutions

$37.48

$0.33

(0.89%)

premium

1 Buy

4 Hold

0 Sell

Hold

premium

$6.36B

25.18%

GLP

Global Partners

$47.87

$0.83

(1.76%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.63B

12.21%

ZTS

Zoetis

$164.84

$1.32

(0.81%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$74.37B

-15.46%

SQM

Sociedad Quimica Y Minera SA

$37.28

$0.36

(0.96%)

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$10.39B

-38.01%

GLCNF

Glencore

$4.47

$0.021

(0.47%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$54.01B

-24.33%

LLY

Eli Lilly & Co

$767.76

$10.22

(1.35%)

premium

16 Buy

2 Hold

0 Sell

Strong Buy

premium

$728.85B

34.60%

PDO

PIMCO Dynamic Income Opportunities

$13.12

$0.01

(0.08%)

premium

―

premium

―

9.70%

PSX

Phillips 66

$110.37

$0.02

(0.02%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$45.58B

-17.67%

RQI < FUND >

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

$12.18

$0.27

(2.27%)

premium

―

premium

$1.64B

2.78%

EMR

Emerson Electric Company

$124.09

$1.74

(1.42%)

premium

12 Buy

5 Hold

1 Sell

Moderate Buy

premium

$70.67B

28.67%

Parker Hannifin

$647.20

$7.93

(1.24%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$83.31B

41.25%

ITW

Illinois Tool Works

$258.82

$0.71

(0.28%)

premium

3 Buy

6 Hold

3 Sell

Hold

premium

$76.43B

-1.18%

Ford Motor

$9.88

$0.14

(1.44%)

premium

4 Buy

8 Hold

3 Sell

Hold

premium

$39.27B

-20.00%

Verizon

$39.93

$0.04

(0.1%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$168.09B

6.51%

EQT

$42.99

$0.34

(0.8%)

premium

11 Buy

8 Hold

0 Sell

Moderate Buy

premium

$25.65B

10.26%

YPF

YPF Sociedad Anonima

$42.02

$0.6

(1.45%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$19.09B

140.11%

HES

Hess

$128.19

$0.53

(0.42%)

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

$39.50B

-12.53%

VNOM

Viper Energy

$47.64

$0.34

(0.71%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$8.98B

51.48%

STLA

Stellantis

$12.89

$0.05

(0.39%)

premium

7 Buy

10 Hold

2 Sell

Moderate Buy

premium

$38.28B

-44.75%

~NE

Noble

―

premium

―

premium

―

SPGYF

Whitecap Resources

$6.68

$0.15

(2.3%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.93B

-2.84%

AEP

American Electric Power

$92.75

$1.51

(1.65%)

premium

3 Buy

7 Hold

2 Sell

Hold

premium

$49.40B

15.39%

EQNR

Equinor ASA

$22.29

$0.04

(0.18%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$61.46B

-29.82%

PEP

PepsiCo

$152.79

$1.32

(0.87%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$209.63B

-8.88%

SHEL

Shell

$60.64

$0.14

(0.23%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$183.51B

-7.85%

MBGYY

Mercedes-Benz Group AG Unsponsored ADR

$13.90

$0.1

(0.72%)

premium

―

premium

$59.64B

-19.70%

FERG

Ferguson PLC

$178.17

$4.24

(2.44%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$35.62B

-6.43%

KHC

Kraft Heinz

$30.52

$0.42

(1.4%)

premium

4 Buy

8 Hold

1 Sell

Hold

premium

$36.90B

-16.06%

ARCC

Ares Capital

$21.38

$0.25

(1.18%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$13.81B

8.20%

GPRE

Green Plains

$9.38

$0.16

(1.74%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$606.43M

-63.23%

PBF

PBF Energy

$25.15

$0.31

(1.22%)

premium

0 Buy

7 Hold

4 Sell

Moderate Sell

premium

$2.90B

-44.46%

LHX

L3Harris Technologies

$213.55

$2.91

(1.38%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$40.50B

2.43%

CCJ

Cameco

$52.44

$0.47

(0.89%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$22.90B

20.22%

The Estée Lauder Companies

$74.36

$0.34

(0.46%)

premium

4 Buy

18 Hold

1 Sell

Hold

premium

$26.69B

-48.51%

SNV

Synovus

$50.35

$0.67

(1.35%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$7.13B

33.27%

GFL

GFL Environmental

$44.88

$0.2

(0.44%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$17.69B

34.69%

SLB

Schlumberger

$36.83

$0.08

(0.22%)

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$52.01B

-30.61%

LNG

Cheniere Energy

$208.89

$2.95

(1.43%)

premium

12 Buy

0 Hold

0 Sell

Strong Buy

premium

$46.87B

21.04%

INSP

Inspire Medical Systems

$187.77

$2.35

(1.27%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.63B

-3.91%

MKSI

MKS Instruments

$103.53

$1.01

(0.99%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$6.97B

3.07%

ACMR

ACM Research

$14.91

$0.3

(1.97%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$933.78M

-19.49%

SMR

NuScale Power

$19.77

$0.76

(4%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.05B

502.74%

VALE

Vale SA

$8.90

$0.12

(1.37%)

premium

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

$38.33B

-43.46%

DUK

Duke Energy

$108.28

$1.2

(1.12%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$83.64B

11.79%

Colgate-Palmolive

$92.03

$0.89

(0.96%)

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$75.19B

17.23%

EGY

Vaalco Energy

$4.31

$0.02

(0.47%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$447.13M

-7.51%

TIGR

Up Fintech Holding

$7.09

$0.02

(0.28%)

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$1.12B

74.63%

ENPH

Enphase Energy

$71.45

$5.65

(8.59%)

premium

14 Buy

12 Hold

3 Sell

Moderate Buy

premium

$9.65B

-46.67%

SRP

Serco Group plc

152.20p

2.15p

(1.43%)

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

£1.55B

-5.50%

PCEF < ETF >

Invesco CEF Income Composite ETF

$19.23

$0.18

(0.94%)

premium

―

premium

$806.77M

7.25%

TXT

Textron

$76.85

$1.03

(1.36%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$14.26B

-4.45%

IAU

i-80 Gold Corp

C$0.75

C$0.07

(10.29%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

C$303.59M

-68.62%

GLEN

Glencore

353.65p

0.425p

(0.12%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

£42.98B

-24.33%

DOV

Dover

$189.27

$0.33

(0.17%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$25.97B

23.75%

ASC

Ardmore Shipping

$11.31

$0.02

(0.18%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$473.23M

-24.30%

FNF

Fidelity National Financial

$56.11

$0.92

(1.67%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$15.35B

11.82%

BRSP

BrightSpire Capital

$5.97

$0.07

(1.19%)

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$774.22M

-23.26%

GXO

GXO Logistics

$41.96

$0.8

(1.87%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$5.01B

-32.41%

TRGP

Targa Resources

$176.79

$4.26

(2.47%)

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$38.55B

103.89%

TNEYF

Tamarack Valley Energy

$3.00

$0.06

(2.04%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.62B

25.00%

REI

Ring Energy

$1.25

(0%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$247.75M

-18.30%

NHPEF

New Hope Corporation Limited

$3.01

$0.243

(7.46%)

premium

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

$2.64B

-8.87%

DOW

Dow Inc

$39.94

$0.84

(2.15%)

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$27.96B

-27.54%

CSX

$31.85

$0.27

(0.85%)

premium

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

$61.42B

-8.03%

CAT

Caterpillar

$366.04

$5.67

(1.57%)

premium

5 Buy

5 Hold

4 Sell

Hold

premium

$176.73B

26.06%

SACH

Sachem Capital

$1.21

$0.04

(3.42%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$56.83M

-67.65%

DDOG

Datadog

$149.46

$2.53

(1.72%)

premium

28 Buy

2 Hold

0 Sell

Strong Buy

premium

$50.78B

22.02%

CSGS

CSG Systems International

$51.22

$0.23

(0.45%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.49B

-4.58%

NOG

Northern Oil And Gas

$35.57

$0.45

(1.25%)

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$3.55B

-5.97%

TWMIF

Tidewater Midstream and Infrastructure

$0.09

$0.003

(3.79%)

premium

0 Buy

3 Hold

1 Sell

Hold

premium

$37.51M

-87.86%

ACDC

ProFrac Holding

$6.99

$0.15

(2.1%)

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$1.12B

-16.39%

AGCO

Agco

$93.50

$2.95

(3.26%)

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

$6.98B

-23.54%