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Individual Brokerage -6028 - New Portfolio

Performance Portfolio Details

James Berman

Individual Brokerage -6028

Individual Investor

Ranked #379,018 out of 775,913 TipRanks' Investors

Success Rate

41 out of 84
profitable transactions

Average Return

4.91%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

8.68% BX

8.58% BMY

7.19% ULTY

5.38% AMZN

5.11% PFE

65.06% Others

By Assets

75.10% Stocks

24.02% ETFs

0.69% Funds

0.19% Cash

0.00% Cryptocurrency

By Sector

30.35% Financial

24.76% General

13.69% Healthcare

8.43% Consumer Cyclical

7.33% Communication Services

15.44% Other

Portfolio Holdings

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To view investors' portfolios

GRMN

Garmin

$208.99

$3.57

(1.74%)

premium

1 Buy

2 Hold

2 Sell

Hold

premium

$40.13B

63.20%

HDEF < ETF >

Xtrackers MSCI EAFE High Dividend Yield Equity ETF

$24.04

$0.066

(0.28%)

premium

364 Buy

305 Hold

82 Sell

Hold

premium

$1.65B

-1.96%

JHMM < ETF >

John Hancock Multifactor Mid Cap ETF

$60.56

$0.82

(1.37%)

premium

4K Buy

3K Hold

337 Sell

Moderate Buy

premium

$4.01B

14.54%

COMB < FUND >

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF

$20.16

$0.22

(1.1%)

premium

―

premium

$81.65M

3.23%

HAL

Halliburton

$25.97

$0.2

(0.78%)

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$22.81B

-29.02%

VCIT < ETF >

Vanguard Intermediate-Term Corporate Bond ETF

$80.61

$0.3

(0.37%)

premium

―

premium

$48.61B

-0.38%

NLY

Annaly Capital

$19.02

$0.25

(1.33%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$10.66B

-6.12%

Waste Management

$205.83

$0.3

(0.15%)

premium

9 Buy

9 Hold

0 Sell

Moderate Buy

premium

$82.61B

16.32%

BKR

Baker Hughes Company

$40.32

$0.52

(1.31%)

premium

19 Buy

2 Hold

0 Sell

Strong Buy

premium

$39.90B

18.17%

MGM

MGM Resorts

$34.16

$0.72

(2.15%)

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$10.17B

-23.03%

SPDW < ETF >

SPDR Portfolio Developed World ex-US ETF

$34.50

$0.05

(0.15%)

premium

5K Buy

3K Hold

748 Sell

Hold

premium

$20.77B

2.31%

LVS

Las Vegas Sands

$52.25

$0.97

(1.89%)

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$37.88B

6.81%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$127.12

$1.404

(1.12%)

premium

2K Buy

2K Hold

325 Sell

Moderate Buy

premium

$58.93B

14.57%

KMI

Kinder Morgan

$26.85

$0.61

(2.32%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$59.65B

51.52%

STX

Seagate Tech

$87.31

$0.23

(0.26%)

premium

8 Buy

3 Hold

1 Sell

Moderate Buy

premium

$18.47B

2.52%

SOFI

SoFi Technologies

$15.35

$0.32

(2.13%)

premium

5 Buy

5 Hold

3 Sell

Hold

premium

$16.66B

59.23%

GOOGL

Alphabet Class A

$191.41

$2.9

(1.54%)

premium

27 Buy

6 Hold

0 Sell

Strong Buy

premium

$2.35T

36.31%

GOOG

Alphabet Class C

$192.96

$3.26

(1.72%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.35T

36.08%

ECC

Eagle Point Credit Company

$8.79

$0.08

(0.92%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

―

-5.48%

IWMY < ETF >

Defiance R2000 Enhanced Options Income ETF

$30.37

$0.32

(1.06%)

premium

―

premium

$111.09M

-51.14%

FOX

Fox

$46.65

$0.68

(1.48%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$21.94B

68.11%

IWM < ETF >

iShares Russell 2000 ETF

$221.92

$2.06

(0.94%)

premium

5K Buy

3K Hold

419 Sell

Moderate Buy

premium

$75.77B

10.14%

FSK

FS KKR Capital

$21.29

$0.07

(0.33%)

premium

0 Buy

7 Hold

0 Sell

Hold

premium

$5.96B

7.04%

Bj's Wholesale Club Holdings

$93.77

$0.23

(0.24%)

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$12.39B

41.67%

IVV < ETF >

iShares Core S&P 500 ETF

$593.33

$6.5

(1.11%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$588.25B

24.70%

BAC

Bank of America

$44.17

$0.79

(1.82%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$338.91B

33.04%

Citigroup

$69.19

$0.77

(1.13%)

premium

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

$130.86B

36.04%

ULTY < ETF >

YieldMax Ultra Option Income Strategy ETF

$9.14

$0.06

(0.66%)

premium

347 Buy

157 Hold

33 Sell

Hold

premium

$292.07M

-52.76%

KKR

KKR & Co

$147.58

$4.05

(2.82%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$131.08B

80.15%

AMZN

Amazon

$224.92

$1.63

(0.73%)

premium

46 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.37T

46.60%

PFE

Pfizer

$26.36

$0.59

(2.29%)

premium

8 Buy

10 Hold

1 Sell

Moderate Buy

premium

$149.38B

-7.18%

BMY

Bristol-Myers Squibb

$57.33

$1.03

(1.83%)

premium

6 Buy

10 Hold

1 Sell

Moderate Buy

premium

$116.28B

9.64%

Blackstone Group

$170.84

$1.93

(1.14%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$207.21B

30.72%

EMB < ETF >

iShares JP Morgan USD Emerging Markets Bond ETF

$89.56

$0.62

(0.7%)

premium

―

premium

$14.90B

-0.25%

SAN

Banco Santander SA

$4.51

$0.03

(0.66%)

premium

―

premium

$70.28B

8.41%

LRCX

Lam Research

$71.79

$0.58

(0.81%)

premium

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

$92.37B

-7.96%

INTC

Intel

$19.52

$0.46

(2.41%)

premium

1 Buy

21 Hold

5 Sell

Hold

premium

$84.19B

-58.54%