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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #211,332 out of 788,174 TipRanks' Investors
Success Rate
65 out of 122
profitable transactions
profitable transactions
Average Return
18.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.36%
6-Month Return▲ 22.66%
12-Month Return-
YTD Return▲ 8.65%
Total Return▲ 18.72%
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
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 2.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.10%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 8.24%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.80%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.60%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.17%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.45%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 4.03%
Feb 2025
▲ 8.13%▲ 1.21%▼ 2.77%
▼ 13.14%▲ 2.34%▼ 1.10%
▲ 2.93%▲ 2.10%▲ 8.24%
▲ 9.99%▼ 0.89%▲ 1.80%
▲ 26.03%▲ 5.96%▲ 7.60%
▲ 5.97%▼ 2.41%▼ 4.17%
▲ 5.25%▲ 2.69%▲ 4.45%
▼ 9.08%▲ 1.42%▲ 4.03%
Recent Activity
SailPoint, Inc.
0.54%
▼ 0.89%
1
Buy
Feb 19, 2025
B Riley Financial
―
▼ 12.69%
2
Close
Feb 15, 2025
Pfizer
5.43%
▲ 7.99%
5
Buy
Feb 14, 2025
YieldMax Ultra Option Income Strategy ETF
7.44%
▲ 0.36%
14
Buy
Feb 11, 2025
Halliburton
1.66%
▲ 109.48%
8
Buy
Feb 07, 2025
Seagate Tech
2.6%
▲ 43.55%
7
Buy
Feb 07, 2025
Intel
1.71%
▲ 22.91%
7
Buy
Feb 07, 2025
Sonoco Products
1.88%
▼ 3.13%
2
Buy
Feb 03, 2025
Defiance R2000 Enhanced Options Income ETF
―
▲ 37.56%
8
Close
Feb 01, 2025
Kkr Real Estate Finance
1.26%
▲ 13.12%
2
Buy
Jan 31, 2025
Walgreens Boots Alliance
1.46%
▲ 8.46%
1
Buy
Jan 31, 2025
Elevation Oncology
0.49%
▼ 21.45%
5
Buy
Jan 28, 2025
Lam Research
2.96%
▲ 15.80%
5
Buy
Jan 27, 2025
Vanguard Intermediate-Term Corporate Bond ETF
―
▼ 4.35%
2
Sell
Jan 16, 2025
John Hancock Multifactor Mid Cap ETF
―
▲ 1.03%
2
Sell
Jan 15, 2025
iShares JP Morgan USD Emerging Markets Bond ETF
―
▼ 0.33%
22
Sell
Jan 14, 2025
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
―
▼ 11.09%
2
Close
Jan 11, 2025
Annaly Capital
―
▼ 11.07%
2
Close
Jan 11, 2025
Eagle Point Credit Company
―
▲ 87.30%
3
Close
Jan 11, 2025
Banco Santander SA
1.04%
▲ 30.88%
2
Buy
Jan 10, 2025