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DSB Sept late 22 - New Portfolio
Daniel BERMAN
DSB Sept late 22Individual Investor
Ranked #41,390 out of 806,643 TipRanks' Investors
Success Rate
149 out of 212
profitable transactions
profitable transactions
Average Return
33.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.91%
6-Month Return▲ 11.04%
12-Month Return▲ 9.61%
YTD Return▲ 12.71%
Total Return▲ 48.39%
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
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 6.70%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.37%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 5.00%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.96%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.15%
Jun 2025
▲ 0.31%
▲ 1.21%
▲ 4.20%
Jul 2025
▲ 5.10%▼ 2.41%▼ 6.70%
▲ 6.03%▲ 2.69%▲ 4.05%
▼ 12.86%▼ 1.27%▼ 0.33%
▼ 1.80%▼ 5.57%▼ 2.37%
▲ 1.83%▼ 0.87%▼ 5.00%
▲ 12.20%▲ 6.28%▲ 6.96%
▲ 6.24%▲ 5.14%▲ 5.15%
▲ 0.31%▲ 1.21%▲ 4.20%
Recent Activity
Veren
―
▲ 16.41%
2
Close
May 09, 2025
Whitecap Resources
0.13%
▲ 18.96%
3
Buy
May 09, 2025
BYD Electronic (International) Co
0%
▼ 20.35%
1
Open
Mar 26, 2025
NetApp
0%
▼ 8.25%
1
Open
Feb 27, 2025
Brookfield Infrastructure
―
▼ 2.32%
4
Close
Jan 10, 2025
Marathon Oil
―
▲ 20.33%
2
Close
Nov 21, 2024
Conocophillips
0.37%
▼ 14.88%
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
―
▲ 53.90%
2
Close
Sep 27, 2024
Central Securities Corp
―
▲ 53.24%
2
Close
Sep 27, 2024
Allianz SE Unsponsored ADR
0%
▲ 27.48%
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%
▼ 37.62%
1
Open
Jun 03, 2024
AAR
0%
▲ 0.18%
1
Open
May 27, 2024
Bosideng International Holdings
0%
▲ 1.22%
1
Open
May 27, 2024
Nvidia
―
▲ 72.55%
4
Close
May 26, 2024
Chevron
0%
▲ 7.10%
2
Sell
May 26, 2024
Exxon Mobil
0%
▲ 35.99%
2
Sell
May 26, 2024