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DSB Sept late 22 - New Portfolio
Daniel BERMAN
DSB Sept late 22Individual Investor
Ranked #46,224 out of 826,206 TipRanks' Investors
Success Rate
152 out of 213
profitable transactions
profitable transactions
Average Return
42.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.02%
6-Month Return▲ 26.38%
12-Month Return▲ 17.16%
YTD Return▲ 21.96%
Total Return▲ 60.30%
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
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.38%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.98%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 6.97%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.68%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.85%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.05%
Sep 2025
▲ 10.09%
▲ 2.05%
▲ 2.59%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.38%
▲ 0.80%▼ 0.87%▼ 4.98%
▲ 11.63%▲ 6.28%▲ 6.97%
▲ 9.25%▲ 5.14%▲ 5.13%
▲ 7.60%▲ 2.30%▲ 4.68%
▲ 2.76%▲ 2.05%▲ 3.85%
▲ 12.88%▲ 3.56%▲ 1.05%
▲ 10.09%▲ 2.05%▲ 2.59%
Recent Activity
Phillips 66
―
▲ 78.23%
3
Close
Sep 21, 2025
Chevron
0.95%
▲ 10.23%
3
Buy
Jul 17, 2025
Hess
―
▲ 26.93%
3
Close
Jul 17, 2025
Veren
―
▲ 16.41%
2
Close
May 09, 2025
Whitecap Resources
0.14%
▲ 33.14%
3
Buy
May 09, 2025
BYD Electronic (International) Co
0%
▼ 4.96%
1
Open
Mar 26, 2025
NetApp
0%
▲ 1.19%
1
Open
Feb 27, 2025
Brookfield Infrastructure
―
▼ 1.71%
4
Close
Jan 10, 2025
Marathon Oil
―
▲ 20.33%
2
Close
Nov 21, 2024
Conocophillips
0.33%
▼ 18.60%
1
Open
Nov 21, 2024
Kimbell Royalty Partners
―
▲ 12.70%
3
Close
Nov 05, 2024
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
―
▲ 18.41%
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%
▲ 27.12%
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%
▼ 45.10%
1
Open
Jun 03, 2024
AAR
0%
▲ 18.06%
1
Open
May 27, 2024
Bosideng International Holdings
0%
▲ 16.67%
1
Open
May 27, 2024