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DSB Sept late 22 - New Portfolio

Performance Portfolio Details

Daniel BERMAN

DSB Sept late 22

Individual Investor

Ranked #31,760 out of 770,014 TipRanks' Investors

Success Rate

150 out of 208
profitable transactions

Average Return

32.35%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

16.45% YPF

9.15% DOW

6.95% GOOGL

5.26% GLP

4.46% VNOM

57.73% Others

By Assets

71.71% Stocks

28.08% Cash

0.22% Funds

0.00% ETFs

0.00% Cryptocurrency

By Sector

41.99% Energy

17.88% Industrials

10.07% Basic Materials

7.04% Communication Services

6.77% Technology

16.25% Other

Portfolio Holdings

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To view investors' portfolios

NOC

Northrop Grumman

$488.43

$3.16

(0.65%)

After

<0.01%

premium

7 Buy

9 Hold

0 Sell

Moderate Buy

premium

$70.70B

5.38%

GOOGL

Alphabet Class A

$169.12

$1.47

(0.88%)

After

0.05%

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.06T

22.65%

AAPL

Apple

$235.06

$2.19

(0.94%)

After

0.2%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.52T

22.58%

APA

$22.52

$0.15

(0.66%)

After

0.27%

premium

6 Buy

11 Hold

4 Sell

Hold

premium

$8.39B

-38.53%

UNP

Union Pacific

$245.63

$3.69

(1.48%)

After

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$151.15B

11.16%

VLO

Valero Energy

$139.80

$0.02

(0.01%)

After

0.12%

premium

11 Buy

2 Hold

1 Sell

Moderate Buy

premium

$44.26B

11.89%

OVV

Ovintiv

$45.72

$0.03

(0.07%)

After

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$11.91B

1.49%

EOG

EOG Resources

$132.54

$0.56

(0.42%)

After

premium

10 Buy

12 Hold

0 Sell

Moderate Buy

premium

$74.23B

6.87%

CVX

Chevron

$162.53

$2.17

(1.35%)

After

0.22%

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$288.18B

10.67%

XOM

Exxon Mobil

$117.97

(1.67%)

After

0.12%

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$527.28B

14.73%

RNP < FUND >

Cohen & Steers REIT and Preferred and Income Fund Inc

$22.85

$0.02

(0.09%)

premium

―

premium

$1.12B

25.05%

EPD

Enterprise Products Partners

$32.86

$0.52

(1.61%)

After

0.91%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$70.10B

20.94%

IEP

Icahn Enterprises

$11.12

$0.06

(0.54%)

After

0.09%

premium

―

premium

$5.63B

-34.30%

COST

Costco

$971.50

$10.61

(1.1%)

After

0.05%

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$425.74B

62.49%

MSFT

Microsoft

$427.99

$9.2

(2.2%)

After

0.49%

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

10.96%

NEE

NextEra Energy

$77.49

$0.85

(1.11%)

After

0.13%

premium

8 Buy

5 Hold

1 Sell

Moderate Buy

premium

$157.60B

33.17%

JNJ

Johnson & Johnson

$154.52

$0.02

(0.01%)

After

0.05%

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$375.06B

2.15%

MCD

McDonald's

$296.33

$0.14

(0.05%)

After

0.04%

premium

17 Buy

11 Hold

0 Sell

Moderate Buy

premium

$212.26B

4.83%

VRN

Veren

$5.19

$0.15

(2.81%)

After

0.06%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.24B

-23.93%

DINO

HF Sinclair Corporation

$41.79

$0.44

(1.04%)

After

0.05%

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$7.95B

-21.77%

PLMR

Palomar Holdings

$108.80

$0.23

(0.21%)

After

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.89B

82.72%

IFF

International Flavors & Fragrances

$90.93

$0.04

(0.04%)

After

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$23.24B

21.62%

PBR

Petroleo Brasileiro SA- Petrobras

$14.67

$0.12

(0.81%)

After

0.14%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$91.90B

-3.52%

LECO

Lincoln Electric Holdings

$216.14

$3.8

(1.73%)

After

premium

5 Buy

1 Hold

1 Sell

Moderate Buy

premium

$12.41B

12.31%

CMI

Cummins

$377.39

$2.12

(0.56%)

After

premium

3 Buy

6 Hold

2 Sell

Hold

premium

$51.48B

66.42%

DHR

Danaher

$236.58

$1.1

(0.46%)

After

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$171.67B

7.35%

NVMI

Nova

$174.53

$1.57

(0.89%)

After

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$5.14B

40.98%

Curtiss-Wright

$375.05

$3.67

(0.99%)

After

0.28%

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$14.09B

73.45%

ZWS

Zurn Water Solutions

$39.73

$0.52

(1.29%)

After

premium

1 Buy

4 Hold

0 Sell

Hold

premium

$6.83B

33.28%

GLP

Global Partners

$53.92

$1.14

(2.16%)

After

1.71%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.79B

54.37%

ZTS

Zoetis

$175.70

$3.01

(1.68%)

After

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$80.63B

-0.83%

SQM

Sociedad Quimica Y Minera SA

$38.03

$0.81

(2.09%)

After

0.34%

premium

3 Buy

3 Hold

1 Sell

Moderate Buy

premium

$10.75B

-23.62%

GLCNF

Glencore

$4.73

$0.18

(3.67%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$59.46B

-13.02%

LLY

Eli Lilly & Co

$789.32

$34.32

(4.55%)

After

0.04%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$716.73B

25.60%

PDO

PIMCO Dynamic Income Opportunities

$13.55

$0.05

(0.37%)

premium

―

premium

―

12.96%

PSX

Phillips 66

$134.25

$0.97

(0.73%)

After

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$55.04B

12.35%

RQI < FUND >

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

$13.67

$0.03

(0.22%)

premium

―

premium

$1.83B

24.70%

EMR

Emerson Electric Company

$133.00

$0.25

(0.19%)

After

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$75.69B

49.98%

Parker Hannifin

$706.85

$2.43

(0.34%)

After

0.45%

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$90.67B

62.43%

ITW

Illinois Tool Works

$276.51

$0.14

(0.05%)

After

0.85%

premium

3 Buy

3 Hold

4 Sell

Hold

premium

$81.61B

14.27%

Ford Motor

$11.10

$0.3

(2.63%)

After

premium

4 Buy

9 Hold

1 Sell

Hold

premium

$45.31B

9.62%

Verizon

$44.37

$0.39

(0.89%)

After

0.02%

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$185.14B

17.56%

EQT

$45.56

$0.43

(0.93%)

After

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$27.44B

12.58%

YPF

YPF Sociedad Anonima

$40.03

$0.77

(1.96%)

After

1.4%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$17.08B

137.71%

HES

Hess

$146.30

$0.92

(0.63%)

After

0.98%

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

$44.79B

-0.02%

VNOM

Viper Energy

$54.26

$0.06

(0.11%)

After

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$10.21B

74.78%

STLA

Stellantis

$12.61

$0.76

(5.68%)

After

0.24%

premium

7 Buy

11 Hold

2 Sell

Hold

premium

$39.71B

-34.65%

~NE

Noble

―

premium

―

premium

―

SPGYF

Whitecap Resources

$7.23

$0.24

(3.21%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$4.33B

6.26%

AEP

American Electric Power

$99.33

$1.23

(1.25%)

After

0.06%

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$52.24B

24.97%

EQNR

Equinor ASA

$23.90

$0.46

(1.89%)

After

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$66.51B

-25.98%

PEP

PepsiCo

$162.16

$0.89

(0.55%)

After

0.24%

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$223.70B

-3.73%

SHEL

Shell

$64.79

$0.26

(0.4%)

After

0.33%

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$197.79B

0.06%

MBGYY

Mercedes-Benz Group AG Unsponsored ADR

$13.63

$0.13

(0.94%)

premium

―

premium

$59.08B

-13.51%

FERG

Ferguson PLC

$212.51

$3.5

(1.62%)

After

premium

10 Buy

2 Hold

1 Sell

Moderate Buy

premium

$43.36B

27.93%

KHC

Kraft Heinz

$31.97

$0.05

(0.16%)

After

0.19%

premium

4 Buy

8 Hold

1 Sell

Hold

premium

$38.72B

-8.36%

ARCC

Ares Capital

$22.00

(0%)

After

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.21B

10.61%

GPRE

Green Plains

$10.67

$0.54

(4.82%)

After

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$724.74M

-54.04%

PBF

PBF Energy

$31.57

$0.21

(0.66%)

After

1.36%

premium

1 Buy

9 Hold

3 Sell

Hold

premium

$3.66B

-29.57%

LHX

L3Harris Technologies

$245.58

$4.98

(2.07%)

After

4.24%

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$45.63B

25.96%

CCJ

Cameco

$58.62

$0.51

(0.88%)

After

0.05%

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$25.00B

28.76%

The Estée Lauder Companies

$73.18

$0.21

(0.29%)

After

0.1%

premium

4 Buy

20 Hold

1 Sell

Hold

premium

$26.19B

-41.11%

SNV

Synovus

$57.97

$0.7

(1.19%)

After

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.31B

96.22%

GFL

GFL Environmental

$46.62

$0.16

(0.34%)

After

1.84%

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$18.19B

59.49%

SLB

Schlumberger

$43.48

$0.27

(0.62%)

After

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$61.78B

-16.83%

LNG

Cheniere Energy

$221.90

$3.68

(1.69%)

After

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$48.96B

21.77%

INSP

Inspire Medical Systems

$189.13

$10.19

(5.11%)

After

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.97B

30.75%

MKSI

MKS Instruments

$113.15

$3.34

(2.87%)

After

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$7.84B

48.62%

ACMR

ACM Research

$17.37

$1.07

(5.8%)

After

1.04%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.15B

6.59%

SMR

NuScale Power

$26.34

$1.72

(6.13%)

After

0.15%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$7.17B

891.52%

VALE

Vale SA

$9.90

$0.17

(1.69%)

After

premium

5 Buy

4 Hold

1 Sell

Moderate Buy

premium

$42.85B

-33.13%

DUK

Duke Energy

$117.04

$2.04

(1.77%)

After

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$88.84B

26.73%

Colgate-Palmolive

$96.58

$1.24

(1.3%)

After

premium

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

$77.89B

23.32%

EGY

Vaalco Energy

$5.12

$0.11

(2.1%)

After

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$542.58M

12.72%

TIGR

Up Fintech Holding

$5.50

$0.13

(2.31%)

After

0.55%

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$886.82M

15.84%

ENPH

Enphase Energy

$70.50

$1.41

(1.96%)

After

0.06%

premium

14 Buy

12 Hold

4 Sell

Moderate Buy

premium

$9.72B

-28.25%

SRP

Serco Group plc

156.40p

3.05p

(1.91%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

£1.61B

0.70%

PCEF < ETF >

Invesco CEF Income Composite ETF

$19.55

$0.05

(0.26%)

After

1.48%

premium

―

premium

$814.60M

11.65%

TXT

Textron

$85.13

$0.62

(0.72%)

After

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$15.91B

9.39%

IAU

i-80 Gold Corp

C$1.01

C$0.04

(4.12%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

C$392.64M

-51.01%

GLEN

Glencore

379.25p

10.3p

(2.64%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

£47.48B

-13.02%

DOV

Dover

$206.34

$0.78

(0.38%)

After

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$28.20B

47.15%

ASC

Ardmore Shipping

$11.50

$0.34

(2.87%)

After

0.09%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$495.41M

-14.76%

FNF

Fidelity National Financial

$63.32

$0.51

(0.8%)

After

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$17.47B

42.10%

BRSP

BrightSpire Capital

$6.31

(0%)

After

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$818.31M

-3.07%

GXO

GXO Logistics

$60.50

$1.08

(1.75%)

After

0.93%

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$7.36B

6.63%

TRGP

Targa Resources

$203.41

$2.35

(1.17%)

After

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$43.84B

128.89%

TNEYF

Tamarack Valley Energy

$3.13

$0.05

(1.57%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.68B

21.47%

REI

Ring Energy

$1.49

$0.05

(3.25%)

After

0.65%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$305.22M

-10.98%

NHPEF

New Hope Corporation Limited

$3.13

(0%)

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$2.59B

-11.33%

DOW

Dow Inc

$44.54

$1.33

(2.9%)

After

0.27%

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$32.11B

-11.22%

CSX

$36.69

$0.07

(0.19%)

After

premium

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

$70.62B

12.19%

CAT

Caterpillar

$407.83

$2.18

(0.54%)

After

0.04%

premium

5 Buy

5 Hold

4 Sell

Hold

premium

$195.85B

63.99%

SACH

Sachem Capital

$1.61

$0.02

(1.26%)

After

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$74.67M

-57.03%

DDOG

Datadog

$154.39

$2.24

(1.43%)

After

0.15%

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$53.21B

37.18%

CSGS

CSG Systems International

$54.82

$0.395

(0.72%)

After

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.61B

7.90%

NOG

Northern Oil And Gas

$43.13

$0.18

(0.42%)

After

0.3%

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$4.32B

14.95%

TWMIF

Tidewater Midstream and Infrastructure

$0.10

$0.001

(1%)

premium

0 Buy

3 Hold

1 Sell

Hold

premium

$42.61M

-85.57%

ACDC

ProFrac Holding

$8.44

$0.57

(7.24%)

After

0.71%

premium

0 Buy

3 Hold

1 Sell

Hold

premium

$1.26B

-6.08%

AGCO

Agco

$99.39

$1.65

(1.63%)

After

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$7.54B

-12.90%