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Working with TipRanks

DSB Sept late 22 - New Portfolio

Performance Portfolio Details

Daniel BERMAN

DSB Sept late 22

Individual Investor

Ranked #43,360 out of 783,619 TipRanks' Investors

Success Rate

144 out of 209
profitable transactions

Average Return

30.44%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

16.75% YPF

8.47% GOOGL

7.98% DOW

5.41% GLP

3.98% NOC

57.41% Others

By Assets

71.55% Stocks

28.24% Cash

0.21% Funds

0.00% ETFs

0.00% Cryptocurrency

By Sector

41.74% Energy

17.31% Industrials

8.85% Basic Materials

8.55% Communication Services

6.99% Technology

16.30% Other

Portfolio Holdings

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To view investors' portfolios

NOC

Northrop Grumman

$484.32

$0.95

(0.2%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$70.42B

8.19%

GOOGL

Alphabet Class A

$204.18

$3.31

(1.65%)

premium

22 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.47T

43.38%

AAPL

Apple

$241.10

$3.51

(1.48%)

premium

18 Buy

9 Hold

4 Sell

Moderate Buy

premium

$3.57T

28.84%

APA

$22.64

$0.35

(1.52%)

premium

4 Buy

12 Hold

4 Sell

Hold

premium

$8.51B

-26.62%

UNP

Union Pacific

$250.75

$0.83

(0.33%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$151.52B

2.46%

VLO

Valero Energy

$134.09

$1.33

(0.98%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$42.87B

0.42%

OVV

Ovintiv

$42.93

$0.94

(2.14%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$11.42B

1.49%

EOG

EOG Resources

$126.84

$2.94

(2.27%)

premium

11 Buy

12 Hold

0 Sell

Moderate Buy

premium

$72.99B

14.05%

CVX

Chevron

$149.74

$6.58

(4.21%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$280.92B

6.03%

XOM

Exxon Mobil

$108.21

$1.36

(1.24%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$481.57B

6.58%

RNP < FUND >

Cohen & Steers REIT and Preferred and Income Fund Inc

$21.81

$0.09

(0.41%)

premium

―

premium

$1.07B

5.71%

EPD

Enterprise Products Partners

$33.14

$0.365

(1.09%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$73.78B

27.20%

IEP

Icahn Enterprises

$9.77

$0.03

(0.31%)

premium

―

premium

$4.91B

-46.63%

COST

Costco

$986.71

$7.7

(0.79%)

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$434.58B

40.89%

MSFT

Microsoft

$416.84

$1.85

(0.45%)

premium

29 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.09T

4.38%

NEE

NextEra Energy

$71.29

$0.01

(0.01%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$146.62B

21.61%

JNJ

Johnson & Johnson

$152.63

$0.24

(0.16%)

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$368.05B

-3.79%

MCD

McDonald's

$289.80

$0.52

(0.18%)

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$208.05B

-0.82%

VRN

Veren

$5.18

$0.07

(1.33%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.23B

-19.48%

DINO

HF Sinclair Corporation

$36.42

$0.14

(0.39%)

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$6.83B

-35.78%

PLMR

Palomar Holdings

$107.03

$0.41

(0.38%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.84B

79.45%

IFF

International Flavors & Fragrances

$87.54

$0.18

(0.21%)

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$22.43B

8.72%

PBR

Petroleo Brasileiro SA- Petrobras

$14.28

$0.145

(1.03%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$86.19B

-17.22%

LECO

Lincoln Electric Holdings

$198.70

$1.6

(0.8%)

premium

4 Buy

1 Hold

1 Sell

Moderate Buy

premium

$11.30B

-9.86%

CMI

Cummins

$360.15

$0.47

(0.13%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$49.34B

50.30%

DHR

Danaher

$226.75

$3.67

(1.65%)

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$161.13B

-7.02%

NVMI

Nova

$252.09

$10.08

(4.17%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$7.03B

67.12%

Curtiss-Wright

$347.99

$1.15

(0.33%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$13.16B

55.83%

ZWS

Zurn Water Solutions

$39.40

$0.1

(0.25%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$6.67B

32.55%

GLP

Global Partners

$55.01

$1.68

(2.96%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.93B

20.39%

ZTS

Zoetis

$171.96

$0.75

(0.43%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$77.92B

-8.04%

SQM

Sociedad Quimica Y Minera SA

$40.99

$0.05

(0.12%)

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$11.27B

-2.45%

GLCNF

Glencore

$4.34

$0.03

(0.69%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$53.39B

-16.05%

LLY

Eli Lilly & Co

$823.45

$0.22

(0.03%)

premium

17 Buy

2 Hold

0 Sell

Strong Buy

premium

$781.51B

27.51%

PDO

PIMCO Dynamic Income Opportunities

$13.86

$0.03

(0.22%)

premium

―

premium

―

5.76%

PSX

Phillips 66

$118.87

$1.97

(1.63%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$49.91B

-16.26%

RQI < FUND >

Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund

$12.90

$0.15

(1.18%)

premium

―

premium

$1.71B

6.96%

EMR

Emerson Electric Company

$130.60

$0.16

(0.12%)

premium

12 Buy

4 Hold

1 Sell

Moderate Buy

premium

$74.29B

42.20%

Parker Hannifin

$711.50

$7.61

(1.08%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$90.61B

51.54%

ITW

Illinois Tool Works

$260.33

$0.2

(0.08%)

premium

2 Buy

6 Hold

2 Sell

Hold

premium

$76.82B

-0.29%

Ford Motor

$10.22

$0.06

(0.59%)

premium

1 Buy

6 Hold

3 Sell

Hold

premium

$40.38B

-13.31%

Verizon

$39.93

$0.46

(1.17%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$166.15B

-6.80%

EQT

$51.48

$0.17

(0.33%)

premium

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

$30.82B

45.90%

YPF

YPF Sociedad Anonima

$40.18

$0.3

(0.74%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$17.87B

134.26%

HES

Hess

$140.09

$5.76

(3.95%)

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

$44.94B

3.79%

VNOM

Viper Energy

$47.67

$1.43

(3.09%)

premium

12 Buy

0 Hold

0 Sell

Strong Buy

premium

$8.71B

48.11%

STLA

Stellantis

$13.39

$0.125

(0.92%)

premium

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

$40.14B

-38.91%

~NE

Noble

―

premium

―

premium

―

SPGYF

Whitecap Resources

$6.66

$0.058

(0.86%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.96B

4.40%

AEP

American Electric Power

$98.97

$0.94

(0.96%)

premium

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

$52.21B

25.45%

EQNR

Equinor ASA

$24.22

$0.17

(0.71%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$65.53B

-16.11%

PEP

PepsiCo

$151.23

$0.67

(0.44%)

premium

4 Buy

6 Hold

0 Sell

Moderate Buy

premium

$208.41B

-9.87%

SHEL

Shell

$66.62

$0.03

(0.05%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$200.47B

5.95%

MBGYY

Mercedes-Benz Group AG Unsponsored ADR

$15.16

$0.18

(1.17%)

premium

―

premium

$59.35B

-9.34%

FERG

Ferguson PLC

$181.19

$0.66

(0.36%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$36.36B

-2.09%

KHC

Kraft Heinz

$30.13

$0.145

(0.48%)

premium

3 Buy

10 Hold

0 Sell

Hold

premium

$36.60B

-18.48%

ARCC

Ares Capital

$23.63

$0.21

(0.9%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.13B

15.77%

GPRE

Green Plains

$8.87

$0.02

(0.23%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$572.16M

-57.31%

PBF

PBF Energy

$29.53

$0.6

(1.99%)

premium

0 Buy

7 Hold

4 Sell

Moderate Sell

premium

$3.47B

-40.35%

LHX

L3Harris Technologies

$211.17

$0.89

(0.42%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$40.22B

1.75%

CCJ

Cameco

$50.85

$0.555

(1.1%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$21.88B

5.34%

The Estée Lauder Companies

$85.33

$0.15

(0.18%)

premium

4 Buy

19 Hold

1 Sell

Hold

premium

$30.69B

-38.68%

SNV

Synovus

$56.75

$0.24

(0.42%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$7.98B

50.05%

GFL

GFL Environmental

$43.61

$0.01

(0.02%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$17.14B

28.41%

SLB

Schlumberger

$40.39

$0.63

(1.54%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$57.46B

-15.77%

LNG

Cheniere Energy

$227.28

$2.92

(1.27%)

premium

14 Buy

0 Hold

0 Sell

Strong Buy

premium

$51.65B

40.37%

INSP

Inspire Medical Systems

$197.65

$2.915

(1.5%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.84B

-7.65%

MKSI

MKS Instruments

$116.63

$3.645

(3.23%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$7.60B

6.13%

ACMR

ACM Research

$21.52

$0.98

(4.77%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.29B

19.28%

SMR

NuScale Power

$25.29

$1.71

(7.25%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.46B

650.85%

VALE

Vale SA

$9.44

$0.05

(0.53%)

premium

3 Buy

6 Hold

0 Sell

Moderate Buy

premium

$40.00B

-31.41%

DUK

Duke Energy

$112.35

$0.09

(0.08%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$86.72B

17.14%

Colgate-Palmolive

$86.46

$4.43

(4.87%)

premium

6 Buy

6 Hold

1 Sell

Moderate Buy

premium

$74.26B

7.95%

EGY

Vaalco Energy

$4.13

$0.05

(1.2%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$439.30M

-1.88%

TIGR

Up Fintech Holding

$7.19

$0.11

(1.51%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.15B

95.71%

ENPH

Enphase Energy

$63.87

$1.82

(2.93%)

premium

10 Buy

10 Hold

2 Sell

Moderate Buy

premium

$8.38B

-42.76%

SRP

Serco Group plc

155.10p

0.8p

(0.51%)

premium

5 Buy

3 Hold

1 Sell

Moderate Buy

premium

£1.58B

-10.14%

PCEF < ETF >

Invesco CEF Income Composite ETF

$19.74

$0.06

(0.3%)

premium

―

premium

$834.85M

8.01%

TXT

Textron

$76.97

$0.28

(0.37%)

premium

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

$14.23B

-9.47%

IAU

i-80 Gold Corp

C$0.83

C$0.01

(1.22%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

C$324.39M

-62.21%

GLEN

Glencore

350.52p

2.425p

(0.69%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

£42.99B

-16.05%

DOV

Dover

$206.44

$1.02

(0.5%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$28.18B

37.15%

ASC

Ardmore Shipping

$12.04

$0.02

(0.17%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$502.94M

-27.46%

FNF

Fidelity National Financial

$58.55

$0.01

(0.02%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$16.02B

17.05%

BRSP

BrightSpire Capital

$5.67

$0.03

(0.53%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$731.42M

-21.12%

GXO

GXO Logistics

$46.29

$0.32

(0.7%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$5.49B

-17.30%

TRGP

Targa Resources

$200.02

$4.44

(2.17%)

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$44.75B

141.54%

TNEYF

Tamarack Valley Energy

$3.07

$0.011

(0.36%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.63B

34.35%

REI

Ring Energy

$1.33

$0.005

(0.37%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$265.58M

-3.60%

NHPEF

New Hope Corporation Limited

$3.00

$0.218

(7.84%)

premium

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

$2.51B

-12.34%

DOW

Dow Inc

$38.93

$0.38

(0.99%)

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$26.99B

-23.41%

CSX

$33.22

$0.36

(1.1%)

premium

14 Buy

6 Hold

0 Sell

Moderate Buy

premium

$63.37B

-7.95%

CAT

Caterpillar

$376.04

$1.055

(0.28%)

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$181.04B

30.94%

SACH

Sachem Capital

$1.21

$0.035

(2.99%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$54.95M

-67.41%

DDOG

Datadog

$144.77

$2.16

(1.51%)

premium

24 Buy

6 Hold

0 Sell

Strong Buy

premium

$48.45B

14.89%

CSGS

CSG Systems International

$58.46

$0.42

(0.72%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.69B

15.36%

NOG

Northern Oil And Gas

$36.62

$0.55

(1.48%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$3.71B

10.96%

TWMIF

Tidewater Midstream and Infrastructure

$0.14

$0.004

(2.53%)

premium

0 Buy

3 Hold

1 Sell

Hold

premium

$58.03M

-79.03%

ACDC

ProFrac Holding

$7.30

$0.295

(3.88%)

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$1.22B

-9.18%

AGCO

Agco

$104.91

$1.47

(1.38%)

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

$7.94B

-13.04%