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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #365,700 out of 769,291 TipRanks' Investors
Success Rate
33 out of 63
profitable transactions
profitable transactions
Average Return
3.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.21%
6-Month Return-
12-Month Return-
YTD Return▲ 12.18%
Total Return▲ 12.18%
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
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.10%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.25%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.00%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 5.66%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%▼ 2.77%
▼ 4.22%▲ 2.34%▼ 1.10%
▲ 7.82%▲ 2.10%▲ 8.25%
▲ 5.70%▼ 0.89%▲ 2.00%
▲ 37.60%▲ 4.40%▲ 5.66%
Recent Activity
iShares JP Morgan USD Emerging Markets Bond ETF
―
▼ 0.54%
12
Sell
Nov 21, 2024
Citigroup
4.01%
▲ 6.00%
3
Sell
Nov 18, 2024
YieldMax Ultra Option Income Strategy ETF
6.81%
▼ 18.74%
6
Buy
Nov 05, 2024
Seagate Tech
1.61%
▼ 4.89%
2
Buy
Nov 01, 2024
Flagstar Financial
―
▼ 7.62%
2
Sell
Oct 27, 2024
MV Oil Trust Units
―
▲ 3.08%
2
Close
Oct 26, 2024
Halliburton
1.07%
▼ 12.75%
2
Buy
Oct 17, 2024
Defiance R2000 Enhanced Options Income ETF
3%
▼ 4.87%
4
Buy
Oct 15, 2024
iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF
―
▲ 0.40%
3
Sell
Oct 04, 2024
SPDR Bloomberg Investment Grade Floating Rate ETF
―
▼ 0.29%
2
Close
Oct 04, 2024
iShares MSCI India ETF
―
▼ 2.01%
2
Close
Oct 03, 2024
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
―
▲ 5.44%
3
Sell
Oct 03, 2024
Garmin
0.7%
▲ 19.61%
1
Buy
Sep 26, 2024
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
0.58%
▼ 8.40%
1
Buy
Sep 26, 2024
John Hancock Multifactor Mid Cap ETF
0.69%
▲ 5.81%
1
Buy
Sep 26, 2024
Vanguard Intermediate-Term Corporate Bond ETF
1.01%
▼ 3.20%
1
Buy
Sep 26, 2024
Waste Management
1.21%
▲ 7.88%
1
Buy
Sep 26, 2024
Baker Hughes Company
1.55%
▲ 29.08%
1
Buy
Sep 26, 2024
MGM Resorts
1.33%
▼ 0.78%
1
Buy
Sep 26, 2024
SPDR Portfolio Developed World ex-US ETF
1.36%
▼ 7.40%
1
Buy
Sep 26, 2024