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Individual Brokerage -6028 - New Portfolio

James Berman

Individual Brokerage -6028
Individual Investor
Ranked #158,530 out of 781,107 TipRanks' Investors
Success Rate
56%
56 out of 100
profitable transactions
Average Return
19.85%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.25% BX
8.56% BMY
7.42% ULTY
5.54% AMZN
5.18% PFE
64.05% Others
By Assets
75.66% Stocks
19.23% ETFs
5.12% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
32.74% Financial
20.26% General
13.98% Healthcare
8.33% Consumer Cyclical
7.44% Communication Services
17.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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GRMN
Garmin
$217.82
$2.12
(0.98%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$41.42B
70.23%
HAL
Halliburton
$29.53
$0.37
(1.24%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$26.27B
-11.98%
WM
Waste Management
$212.93
$1.22
(0.58%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$84.97B
14.78%
BKR
Baker Hughes Company
$47.04
$0.5
(1.07%)
premium
19 Buy
1 Hold
0 Sell
Strong Buy
premium
$46.05B
51.60%
MGM
MGM Resorts
$33.35
$0.5
(1.52%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$9.78B
-21.64%
LVS
Las Vegas Sands
$45.36
$0.96
(2.16%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$32.19B
-9.11%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$132.94
$1.25
(0.95%)
premium
2K Buy
2K Hold
289 Sell
Moderate Buy
premium
$61.07B
17.80%
KMI
Kinder Morgan
$31.22
$0.91
(3%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$67.34B
81.93%
STX
Seagate Tech
$101.25
$3.58
(3.67%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$20.66B
12.13%
SOFI
SoFi Technologies
$17.90
$1.4
(8.48%)
premium
6 Buy
5 Hold
4 Sell
Hold
premium
$17.90B
120.29%
GOOGL
Alphabet Class A
$198.05
$2.05
(1.05%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.41T
33.90%
GOOG
Alphabet Class C
$199.63
$2.08
(1.05%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.41T
33.51%
IWMY
IWMY
< ETF >
Defiance R2000 Enhanced Options Income ETF
$30.85
$0.64
(2.12%)
premium
premium
$111.51M
-48.25%
FOX
Fox
$45.64
$0.02
(0.04%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$21.37B
58.93%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$229.79
$4.33
(1.92%)
premium
5K Buy
3K Hold
408 Sell
Moderate Buy
premium
$73.09B
14.71%
FSK
FS KKR Capital
$22.47
$0.21
(0.94%)
premium
0 Buy
7 Hold
0 Sell
Hold
premium
$6.23B
8.65%
BJ
Bj's Wholesale Club Holdings
$97.50
$2.45
(2.58%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$12.56B
44.69%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$605.70
$5.44
(0.91%)
premium
4K Buy
3K Hold
300 Sell
Moderate Buy
premium
$594.25B
23.58%
BAC
Bank of America
$46.66
$0.13
(0.28%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$357.02B
44.41%
C
Citigroup
$81.67
$1.68
(2.1%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$150.15B
55.26%
ULTY
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$8.77
$0.11
(1.27%)
premium
688 Buy
274 Hold
76 Sell
Strong Buy
premium
$277.24M
-55.24%
KKR
KKR & Co
$160.71
$3.14
(1.99%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$139.96B
90.73%
AMZN
Amazon
$230.71
$4.77
(2.11%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.38T
45.45%
PFE
Pfizer
$26.64
$0.34
(1.29%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$149.04B
-7.00%
BMY
Bristol-Myers Squibb
$57.04
$0.75
(1.33%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$114.17B
12.33%
BX
Blackstone Group
$181.52
$1.57
(0.87%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$218.26B
51.12%
SAN
Banco Santander SA
$4.95
$0.06
(1.23%)
premium
premium
$76.78B
23.13%
LRCX
Lam Research
$81.50
$1.2
(1.49%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$103.32B
-2.82%
INTC
Intel
$21.77
$0.28
(1.3%)
premium
1 Buy
22 Hold
4 Sell
Hold
premium
$92.69B
-55.37%
GSBD
Goldman Sachs BDC
$12.33
$0.07
(0.57%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$1.44B
-17.77%
ELEV
Elevation Oncology
$0.71
<$0.001
(0.04%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$42.05M
-71.90%