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Individual Brokerage -6028
- New Portfolio
Performance
Portfolio Details
James Berman
Individual Brokerage -6028
Individual Investor
Ranked #246,689 out of 788,370 TipRanks' Investors
Success Rate
51%
62 out of 122
profitable transactions
Average Return
16.95%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
8.51%
BMY
8.19%
BX
7.53%
ULTY
5.49%
PFE
5.28%
AMZN
65.00%
Others
By Assets
83.67%
Stocks
15.24%
ETFs
1.10%
Cash
0.00%
Funds
0.00%
Cryptocurrency
By Sector
30.54%
Financial
15.97%
Healthcare
15.41%
General
10.07%
Consumer Cyclical
8.70%
Technology
19.31%
Other
Portfolio Holdings
Select Columns
34
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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GRMN
Garmin
$224.71
$4.3
(
1.88%
)
premium
1
Buy
2
Hold
3
Sell
Moderate Sell
premium
$44.06B
70.98%
HAL
Halliburton
$26.26
$0.73
(
2.7%
)
premium
13
Buy
6
Hold
0
Sell
Moderate Buy
premium
$23.43B
-23.17%
WM
Waste Management
$228.03
$1.09
(
0.48%
)
premium
11
Buy
7
Hold
0
Sell
Moderate Buy
premium
$92.13B
10.03%
BKR
Baker Hughes Company
$45.62
$1.29
(
2.75%
)
premium
19
Buy
2
Hold
0
Sell
Strong Buy
premium
$46.45B
56.23%
MGM
MGM Resorts
$36.00
$2.3
(
6.01%
)
premium
14
Buy
3
Hold
0
Sell
Strong Buy
premium
$10.94B
-15.15%
LVS
Las Vegas Sands
$44.02
$0.95
(
2.11%
)
premium
8
Buy
3
Hold
0
Sell
Moderate Buy
premium
$32.20B
-17.95%
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$133.32
$1.28
(
0.95%
)
premium
2K
Buy
2K
Hold
283
Sell
Moderate Buy
premium
$62.08B
17.94%
KMI
Kinder Morgan
$26.41
$0.18
(
0.68%
)
premium
6
Buy
7
Hold
0
Sell
Moderate Buy
premium
$59.08B
52.64%
STX
Seagate Tech
$100.85
$1.79
(
1.74%
)
premium
12
Buy
4
Hold
1
Sell
Moderate Buy
premium
$21.73B
20.89%
SOFI
SoFi Technologies
$14.67
$0.89
(
5.72%
)
premium
6
Buy
6
Hold
4
Sell
Hold
premium
$16.88B
91.86%
GOOGL
Alphabet Class A
$179.66
$4.9
(
2.65%
)
premium
27
Buy
10
Hold
0
Sell
Moderate Buy
premium
$2.26T
29.47%
GOOG
Alphabet Class C
$181.58
$5.06
(
2.71%
)
premium
9
Buy
2
Hold
0
Sell
Strong Buy
premium
$2.26T
28.43%
FOX
Fox
$53.01
$0.36
(
0.67%
)
premium
2
Buy
1
Hold
0
Sell
Moderate Buy
premium
$25.07B
94.36%
IWM
< ETF >
iShares Russell 2000 ETF
$217.80
$6.46
(
2.88%
)
premium
4K
Buy
2K
Hold
319
Sell
Hold
premium
$73.16B
14.39%
FSK
FS KKR Capital
$23.71
$0.04
(
0.17%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$6.65B
17.55%
BJ
Bj's Wholesale Club Holdings
$101.49
$2.11
(
2.04%
)
premium
5
Buy
7
Hold
0
Sell
Moderate Buy
premium
$13.68B
49.88%
IVV
< ETF >
iShares Core S&P 500 ETF
$602.87
$10.59
(
1.73%
)
premium
4K
Buy
3K
Hold
284
Sell
Moderate Buy
premium
$611.45B
23.27%
BAC
Bank of America
$44.81
$0.49
(
1.08%
)
premium
18
Buy
2
Hold
0
Sell
Strong Buy
premium
$344.77B
34.42%
C
Citigroup
$79.65
$1.69
(
2.08%
)
premium
13
Buy
4
Hold
0
Sell
Strong Buy
premium
$152.68B
47.01%
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$7.91
$0.33
(
4%
)
premium
311
Buy
124
Hold
30
Sell
Moderate Buy
premium
$277.60M
-57.42%
KKR
KKR & Co
$132.22
$2.33
(
1.73%
)
premium
11
Buy
3
Hold
0
Sell
Strong Buy
premium
$119.51B
43.66%
AMZN
Amazon
$216.58
$6.3
(
2.83%
)
premium
47
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.36T
32.20%
PFE
Pfizer
$26.30
$0.4
(
1.54%
)
premium
7
Buy
10
Hold
0
Sell
Moderate Buy
premium
$146.78B
-6.40%
BMY
Bristol-Myers Squibb
$55.83
$0.04
(
0.07%
)
premium
5
Buy
9
Hold
1
Sell
Moderate Buy
premium
$113.22B
8.69%
BX
Blackstone Group
$158.38
$5.52
(
3.37%
)
premium
7
Buy
9
Hold
0
Sell
Moderate Buy
premium
$198.52B
24.42%
SAN
Banco Santander SA
$6.03
$0
(
0%
)
premium
―
premium
$92.10B
47.43%
LRCX
Lam Research
$86.02
$3
(
3.37%
)
premium
17
Buy
7
Hold
0
Sell
Moderate Buy
premium
$114.27B
-5.73%
INTC
Intel
$24.87
$1.22
(
4.68%
)
premium
1
Buy
27
Hold
5
Sell
Hold
premium
$112.97B
-42.13%
GSBD
Goldman Sachs BDC
$13.20
$0.02
(
0.15%
)
premium
0
Buy
0
Hold
1
Sell
Moderate Sell
premium
$1.55B
-14.23%
ELEV
Elevation Oncology
$0.61
$0.042
(
6.53%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$38.42M
-77.52%
KREF
Kkr Real Estate Finance
$11.02
$0.26
(
2.3%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$777.41M
14.31%
SON
Sonoco Products
$46.83
$0.59
(
1.28%
)
premium
5
Buy
0
Hold
1
Sell
Moderate Buy
premium
$4.54B
-19.74%
WBA
Walgreens Boots Alliance
$10.16
$0.35
(
3.33%
)
premium
1
Buy
7
Hold
2
Sell
Hold
premium
$9.08B
-51.68%
SAIL
SailPoint, Inc.
$23.56
$0.97
(
3.95%
)
premium
―
premium
―
―
34
Results | Showing
1
out of
1
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