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DSB Sept late 22 - New Portfolio
Daniel BERMAN
DSB Sept late 22Individual Investor
Ranked #43,360 out of 783,619 TipRanks' Investors
Success Rate
144 out of 209
profitable transactions
profitable transactions
Average Return
30.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.07%
6-Month Return▼ 0.59%
12-Month Return▲ 9.40%
YTD Return▲ 5.07%
Total Return▲ 38.05%
Best Trade
Bio
Portfolio is now divested in half. There is nearly $600,000 sitting on the sidelines. I can move when I need. I like Apple ,Northrop . Midstream Google and a few other companies not yet listed. I see value in Mercedes’ and even F but waiting. I like
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.62%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.66%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.96%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.82%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.97%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 5.07%
Jan 2025
▲ 9.79%▲ 3.53%▼ 2.62%
▲ 8.13%▲ 1.21%▲ 3.00%
▼ 13.14%▲ 2.34%▲ 0.23%
▲ 2.93%▲ 2.10%▲ 0.66%
▲ 9.99%▼ 0.89%▼ 1.96%
▲ 26.04%▲ 5.96%▲ 2.82%
▲ 5.93%▼ 2.41%▼ 6.97%
▲ 3.19%▲ 2.68%▲ 5.07%
Recent Activity
Brookfield Infrastructure
―
▼ 3.83%
4
Close
Jan 10, 2025
Marathon Oil
―
▲ 20.33%
2
Close
Nov 21, 2024
Conocophillips
0.38%
▼ 9.33%
1
Open
Nov 21, 2024
Kimbell Royalty Partners
―
▲ 12.70%
3
Close
Nov 05, 2024
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
―
▲ 18.42%
2
Close
Oct 11, 2024
FS KKR Capital
―
▲ 53.91%
2
Close
Sep 27, 2024
Central Securities Corp
―
▲ 53.24%
2
Close
Sep 27, 2024
Allianz SE Unsponsored ADR
0%
▲ 0.83%
1
Open
Sep 19, 2024
Encore Wire
―
▲ 155.80%
3
Close
Jul 03, 2024
Enerplus
―
▲ 14.27%
2
Close
Jun 03, 2024
Chord Energy
0%
▼ 33.43%
1
Open
Jun 03, 2024
AAR
0%
▼ 3.49%
1
Open
May 27, 2024
Bosideng International Holdings
0%
▼ 10.99%
1
Open
May 27, 2024
Nvidia
―
▲ 72.55%
4
Close
May 26, 2024
Chevron
0%
▲ 10.25%
2
Sell
May 26, 2024
Exxon Mobil
0%
▲ 30.42%
2
Sell
May 26, 2024
Keysight Technologies
0%
▲ 18.38%
1
Open
May 26, 2024
The Hershey Company
0%
▼ 21.60%
1
Open
May 26, 2024
Techtronic Industries
0%
▲ 6.30%
1
Open
May 26, 2024
Tencent Holdings Limited
0%
▲ 10.39%
1
Open
May 26, 2024