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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #356,915 out of 793,101 TipRanks' Investors
Success Rate
59 out of 130
profitable transactions
profitable transactions
Average Return
10.99%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.96%
6-Month Return▲ 8.20%
12-Month Return-
YTD Return▲ 1.22%
Total Return▲ 10.28%
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
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.10%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 8.24%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.80%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.60%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.45%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 5.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.61%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 3.32%
Mar 2025
▼ 13.14%▲ 2.34%▼ 1.10%
▲ 2.93%▲ 2.10%▲ 8.24%
▲ 10.00%▼ 0.89%▲ 1.80%
▲ 26.01%▲ 5.96%▲ 7.60%
▲ 5.39%▼ 2.41%▼ 4.45%
▲ 5.83%▲ 2.69%▲ 5.35%
▼ 12.86%▼ 1.27%▼ 0.61%
▲ 2.82%▼ 4.80%▼ 3.32%
Recent Activity
On Holding AG
1.96%
▲ 4.68%
1
Buy
Mar 21, 2025
BlackRock Science & Technology Trust
2.36%
▲ 2.32%
1
Buy
Mar 19, 2025
Goldman Sachs BDC
3.32%
▲ 3.40%
2
Buy
Mar 14, 2025
BlackRock TCP Capital
1.06%
▼ 2.12%
1
Buy
Mar 13, 2025
Morgan Stanley Direct Lending Fund
2.79%
▲ 3.51%
1
Buy
Mar 13, 2025
Sonoco Products
―
▼ 2.56%
4
Close
Mar 12, 2025
Halliburton
―
▲ 93.18%
9
Close
Mar 11, 2025
MGM Resorts
―
▼ 16.76%
2
Close
Mar 11, 2025
Las Vegas Sands
―
▲ 14.27%
3
Close
Mar 11, 2025
Vanguard High Dividend Yield Index ETF
―
▲ 1.64%
2
Close
Mar 11, 2025
Seagate Tech
―
▲ 23.11%
8
Close
Mar 11, 2025
Fox
―
▲ 29.30%
2
Close
Mar 11, 2025
iShares Russell 2000 ETF
―
▼ 8.26%
2
Close
Mar 11, 2025
iShares Core S&P 500 ETF
―
▼ 2.03%
2
Close
Mar 11, 2025
Pfizer
―
▲ 10.50%
6
Close
Mar 11, 2025
Bristol-Myers Squibb
6.72%
▲ 21.81%
2
Sell
Mar 11, 2025
Lam Research
―
▼ 3.98%
6
Close
Mar 11, 2025
Intel
―
▼ 2.17%
8
Close
Mar 11, 2025
Elevation Oncology
―
▼ 31.41%
7
Sell
Mar 11, 2025
SailPoint, Inc.
―
▼ 20.24%
2
Close
Mar 11, 2025