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DSB Sept late 22 - New Portfolio
Daniel BERMAN
DSB Sept late 22Individual Investor
Ranked #28,607 out of 851,964 TipRanks' Investors
Success Rate
160 out of 214
profitable transactions
profitable transactions
Average Return
52.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.07%
6-Month Return▲ 24.52%
12-Month Return▲ 33.49%
YTD Return▲ 11.07%
Total Return▲ 82.70%
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%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 2.54%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.06%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 11.07%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▲ 2.54%
▼ 0.10%▲ 0.08%▲ 0.06%
▲ 4.06%▲ 1.47%▲ 11.07%
Recent Activity
Synovus
―
▲ 54.94%
2
Close
Dec 31, 2025
Pinnacle Financial Partners
0%
▼ 0.34%
1
Open
Dec 31, 2025
Phillips 66
―
▲ 78.23%
3
Close
Sep 21, 2025
Chevron
1%
▲ 25.02%
3
Buy
Jul 17, 2025
Hess
―
▲ 26.93%
3
Close
Jul 17, 2025
Veren
―
▲ 16.41%
2
Close
May 09, 2025
Whitecap Resources
0.16%
▲ 65.51%
3
Buy
May 09, 2025
BYD Electronic (International) Co
0%
▼ 14.77%
1
Open
Mar 26, 2025
NetApp
0%
▼ 16.82%
1
Open
Feb 27, 2025
Brookfield Infrastructure
―
▲ 0.95%
4
Close
Jan 10, 2025
Marathon Oil
―
▲ 20.33%
2
Close
Nov 21, 2024
Conocophillips
0.37%
▼ 4.52%
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%
▲ 39.36%
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%
▼ 38.47%
1
Open
Jun 03, 2024