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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #379,018 out of 775,913 TipRanks' Investors
Success Rate
41 out of 84
profitable transactions
profitable transactions
Average Return
4.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.62%
6-Month Return-
12-Month Return-
YTD Return▲ 9.03%
Total Return▲ 9.03%
Best Trade
Bio
My Goal is to earn enough income to pay off my loans then use the money to pay for a mortgage. I will know come December if I need to sell some to make a payment on a loan because I may be forced to move in April.
Always open to ideas
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 2.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.10%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.24%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.82%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.60%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 4.39%
Dec 2024
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%▼ 2.77%
▼ 4.22%▲ 2.34%▼ 1.10%
▲ 7.82%▲ 2.10%▲ 8.24%
▲ 5.38%▼ 0.89%▲ 1.82%
▲ 43.22%▲ 5.96%▲ 7.60%
▼ 5.24%▼ 2.73%▼ 4.39%
Recent Activity
YieldMax Ultra Option Income Strategy ETF
7.17%
▲ 3.55%
8
Buy
Dec 19, 2024
Intel
0.89%
▼ 2.15%
3
Sell
Dec 18, 2024
Eagle Point Credit Company
2.1%
▲ 80.73%
2
Buy
Dec 17, 2024
Halliburton
1.04%
▼ 24.61%
3
Buy
Dec 12, 2024
Defiance R2000 Enhanced Options Income ETF
4.32%
▲ 0.61%
6
Buy
Dec 12, 2024
CAVA Group, Inc.
―
▲ 0.21%
3
Sell
Dec 11, 2024
iShares JP Morgan USD Emerging Markets Bond ETF
1.17%
▼ 0.37%
17
Close
Dec 10, 2024
Lam Research
1.96%
▼ 11.05%
3
Buy
Dec 06, 2024
Seagate Tech
1.69%
▼ 8.22%
4
Buy
Dec 04, 2024
Vanguard Total Bond Market ETF
―
▼ 2.41%
2
Sell
Dec 04, 2024
Pfizer
5.1%
▲ 6.67%
3
Buy
Dec 03, 2024
Banco Santander SA
0.51%
▼ 2.91%
1
Buy
Dec 03, 2024
Citigroup
4.19%
▲ 6.37%
3
Sell
Nov 18, 2024
Flagstar Financial
―
▼ 7.62%
2
Sell
Oct 27, 2024
MV Oil Trust Units
―
▲ 3.08%
2
Close
Oct 26, 2024
iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF
―
▲ 0.40%
3
Close
Oct 04, 2024
SPDR Bloomberg Investment Grade Floating Rate ETF
―
▼ 0.29%
2
Close
Oct 04, 2024
iShares MSCI India ETF
―
▼ 2.01%
2
Close
Oct 03, 2024
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
―
▲ 5.44%
3
Close
Oct 03, 2024
Garmin
0.73%
▲ 19.54%
1
Buy
Sep 26, 2024