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Portfolio - New Portfolio

D Fishman

Portfolio
Individual Investor
Ranked #101,235 out of 770,014 TipRanks' Investors
Success Rate
60%
162 out of 270
profitable transactions
Average Return
24.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.11%
6-Month Return▲ 5.07%
12-Month Return▲ 14.40%
YTD Return▲ 2.54%
Total Return▲ 68.57%

Best Trade

Opened at
Closed at-
Gain▲ 228.26%

Bio

I am a non-professional investor focusing on buy-and-hold positions in individual companies. I aim to find quality companies with growth opportunities at reasonable valuations.

Performance

35.03%0-35.03%
▼ 12.40%
▼ 4.03%
▼ 3.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.64%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.50%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.77%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.84%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 4.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.69%
▲ 11.46%▲ 5.06%▲ 2.64%
▼ 2.25%▲ 3.53%▼ 3.50%
▲ 25.72%▲ 1.21%▲ 4.13%
▼ 4.22%▲ 2.34%▲ 1.22%
▲ 7.82%▲ 2.10%▲ 1.77%
▲ 5.70%▼ 0.89%▼ 2.84%
▲ 35.03%▲ 5.08%▲ 4.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
STMicroelectronics
4.28%
▼ 28.52%
22
Buy
Sep 27, 2024
Albemarle
▼ 40.69%
16
Close
Jul 19, 2024
Kroger Company
4.25%
▲ 31.64%
6
Buy
Jul 19, 2024
UnitedHealth
6.09%
▲ 71.77%
6
Buy
Apr 11, 2024
Sony Group
5.38%
▲ 12.18%
17
Buy
Mar 18, 2024
Hdfc Bank
4.63%
▲ 18.33%
12
Buy
Mar 18, 2024
Martin Marietta Materials
6.91%
▲ 174.01%
6
Sell
Mar 01, 2024
Grupo Aeroportuario Del Centro
5.35%
▲ 72.46%
17
Buy
Mar 01, 2024
Brookfield Renewable
▼ 22.10%
15
Close
Mar 01, 2024
Darling Ingredients
▼ 34.55%
19
Close
Mar 01, 2024
Brookfield Corporation
5.19%
▲ 87.63%
14
Sell
Dec 05, 2023
Amazon
7.22%
▲ 59.31%
6
Buy
Oct 17, 2023
DR Horton
10.94%
▲ 126.33%
13
Buy
Oct 17, 2023
RTX
5.77%
▲ 84.09%
7
Buy
Jul 28, 2023
Bristol-Myers Squibb
▲ 6.45%
13
Close
Jul 27, 2023
Walt Disney
▼ 32.92%
12
Close
May 11, 2023
Svb Financial Group
▼ 64.30%
7
Close
Mar 09, 2023
Johnson Outdoors
▼ 29.35%
10
Close
Mar 06, 2023
Microsoft
5.62%
▲ 85.53%
5
Buy
Jan 04, 2023
Visa
5.54%
▲ 59.91%
11
Buy
Jan 03, 2023