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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #463,502 out of 822,842 TipRanks' Investors
Success Rate
65 out of 148
profitable transactions
profitable transactions
Average Return
11.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.21%
6-Month Return▲ 33.44%
12-Month Return▲ 21.88%
YTD Return▲ 19.08%
Total Return▲ 29.71%
Best Trade
Bio
My Goal is to earn enough income to pay off my loans then use the money to pay for a mortgage. I will know come December if I need to sell some to make a payment on a loan because I may be forced to move in April.
Always open to ideas
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.40%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.61%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 6.45%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.92%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.45%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.76%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.44%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 2.00%
Oct 2025
▼ 6.38%▼ 5.57%▼ 6.40%
▲ 0.80%▼ 0.87%▼ 3.61%
▲ 11.63%▲ 6.28%▲ 6.45%
▲ 9.25%▲ 5.14%▲ 8.92%
▲ 7.60%▲ 2.30%▲ 3.45%
▲ 2.76%▲ 2.05%▲ 2.76%
▲ 12.88%▲ 3.56%▲ 4.44%
▲ 0.54%▼ 1.98%▼ 2.00%
Recent Activity
Kraft Heinz
1.44%
▼ 20.37%
3
Buy
Sep 26, 2025
StubHub Holdings Incorporation Class A
1.74%
▲ 6.12%
1
Buy
Sep 22, 2025
GoodYear Tire
―
▼ 21.73%
2
Close
Sep 19, 2025
Serve Robotics Inc
1.79%
▲ 34.96%
1
Buy
Sep 10, 2025
Caesars Entertainment
2.02%
▼ 15.27%
1
Buy
Sep 09, 2025
Walgreens Boots Alliance
―
▲ 12.60%
4
Sell
Aug 21, 2025
Conduent
0.92%
▲ 11.23%
2
Buy
May 28, 2025
Intel
4.03%
▲ 17.89%
12
Buy
May 23, 2025
SailPoint, Inc.
3.21%
▼ 1.55%
4
Buy
May 21, 2025
Goldman Sachs BDC
―
▼ 14.04%
3
Close
Apr 15, 2025
Kkr Real Estate Finance
―
▼ 9.85%
3
Close
Apr 15, 2025
Morgan Stanley Direct Lending Fund
―
▼ 4.11%
2
Close
Apr 15, 2025
Baker Hughes Company
―
▲ 1.84%
2
Close
Apr 05, 2025
Bristol-Myers Squibb
―
▲ 10.34%
3
Close
Apr 05, 2025
Banco Santander SA
―
▲ 27.41%
3
Close
Apr 05, 2025
BlackRock TCP Capital
―
▼ 11.83%
2
Close
Apr 05, 2025
On Holding AG
―
▼ 14.19%
2
Sell
Apr 05, 2025
BlackRock Science & Technology Trust
7.68%
▲ 22.80%
2
Buy
Apr 02, 2025
Pfizer
―
▲ 8.25%
8
Close
Mar 28, 2025
Sonoco Products
―
▼ 1.65%
6
Close
Mar 28, 2025