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Individual Brokerage -6028 - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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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
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
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
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
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