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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #382,954 out of 769,002 TipRanks' Investors
Success Rate
32 out of 63
profitable transactions
profitable transactions
Average Return
2.42%
Average return
per transaction
per transaction
Share this portfolio:
Allocation
Top Stocks
9.47% BX
8.37% BMY
6.85% ULTY
5.55% CAVA
4.76% KKR
65.00% Others
By Assets
74.49% Stocks
24.45% ETFs
0.67% Funds
0.39% Cash
0.00% Cryptocurrency
By Sector
29.96% Financial
25.22% General
13.10% Consumer Cyclical
12.77% Healthcare
6.37% Communication Services
12.58% Other
