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Portfolio - New Portfolio

D Fishman

Portfolio
Individual Investor
Ranked #105,756 out of 743,457 TipRanks' Investors
Success Rate
59%
158 out of 268
profitable transactions
Average Return
14.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.21%
6-Month Return▼ 4.19%
12-Month Return▼ 4.87%
YTD Return▼ 6.53%
Total Return▲ 53.57%

Best Trade

Opened at
Closed at-
Gain▲ 168.08%

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

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 9.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.56%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.46%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.50%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.51%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.76%
▼ 1.87%▲ 1.59%▼ 5.56%
▲ 14.08%▲ 5.22%▲ 0.46%
▲ 5.05%▲ 3.27%▲ 3.73%
▼ 12.40%▼ 4.03%▼ 3.69%
▲ 11.46%▲ 5.06%▲ 2.71%
▼ 2.25%▲ 3.53%▼ 3.50%
▲ 0.26%▲ 0.21%▼ 0.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Albemarle
2.79%
▼ 37.27%
15
Buy
Apr 11, 2024
UnitedHealth
5.47%
▲ 40.24%
6
Buy
Apr 11, 2024
STMicroelectronics
6.62%
▲ 7.70%
21
Buy
Mar 21, 2024
Sony Group
5.27%
▼ 2.80%
17
Buy
Mar 18, 2024
Hdfc Bank
5.09%
▲ 13.44%
12
Buy
Mar 18, 2024
Martin Marietta Materials
6.78%
▲ 141.01%
6
Sell
Mar 01, 2024
Grupo Aeroportuario Del Centro
6.09%
▲ 71.37%
17
Buy
Mar 01, 2024
Brookfield Renewable
▼ 22.10%
15
Close
Mar 01, 2024
Darling Ingredients
▼ 34.55%
19
Close
Mar 01, 2024
Kroger Company
3.67%
▲ 12.84%
5
Buy
Dec 15, 2023
Brookfield Corporation
3.98%
▲ 28.43%
14
Sell
Dec 05, 2023
Amazon
7.61%
▲ 55.95%
6
Buy
Oct 17, 2023
DR Horton
9.6%
▲ 78.59%
13
Buy
Oct 17, 2023
Raytheon Technologies
5.26%
▲ 52.82%
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
6.6%
▲ 101.58%
5
Buy
Jan 04, 2023
Visa
5.21%
▲ 33.89%
11
Buy
Jan 03, 2023