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DSB Sept late 22 - New Portfolio
Daniel BERMAN
DSB Sept late 22Individual Investor
Ranked #45,443 out of 832,409 TipRanks' Investors
Success Rate
150 out of 213
profitable transactions
profitable transactions
Average Return
42.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.42%
6-Month Return▲ 16.06%
12-Month Return▲ 22.87%
YTD Return▲ 26.10%
Total Return▲ 65.70%
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%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 2.57%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 2.55%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 0.80%
Dec 2025
▲ 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%
▲ 10.96%▲ 2.38%▲ 2.57%
▼ 3.44%▲ 0.19%▲ 2.55%
▼ 0.68%▼ 0.24%▲ 0.80%
Recent Activity
Phillips 66
―
▲ 78.23%
3
Close
Sep 21, 2025
Chevron
0.9%
▲ 6.00%
3
Buy
Jul 17, 2025
Hess
―
▲ 26.93%
3
Close
Jul 17, 2025
Veren
―
▲ 16.41%
2
Close
May 09, 2025
Whitecap Resources
0.15%
▲ 53.07%
3
Buy
May 09, 2025
BYD Electronic (International) Co
0%
▼ 15.93%
1
Open
Mar 26, 2025
NetApp
0%
▼ 0.63%
1
Open
Feb 27, 2025
Brookfield Infrastructure
―
▼ 0.61%
4
Close
Jan 10, 2025
Marathon Oil
―
▲ 20.33%
2
Close
Nov 21, 2024
Conocophillips
0.36%
▼ 12.48%
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
―
▲ 53.25%
2
Close
Sep 27, 2024
Allianz SE Unsponsored ADR
0%
▲ 41.39%
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%
▼ 40.24%
1
Open
Jun 03, 2024
AAR
0%
▲ 17.31%
1
Open
May 27, 2024
Bosideng International Holdings
0%
▲ 15.75%
1
Open
May 27, 2024