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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #427,115 out of 803,890 TipRanks' Investors
Success Rate
62 out of 143
profitable transactions
profitable transactions
Average Return
9.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.77%
6-Month Return▲ 3.09%
12-Month Return-
YTD Return▲ 6.31%
Total Return▲ 15.81%
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
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 7.60%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.46%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.58%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.40%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.59%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.45%
May 2025
▲ 5.75%
▲ 2.25%
▲ 5.78%
Jun 2025
▲ 25.97%▲ 5.96%▲ 7.60%
▲ 5.10%▼ 2.41%▼ 4.46%
▲ 6.03%▲ 2.69%▲ 5.24%
▼ 12.86%▼ 1.27%▼ 0.58%
▼ 1.80%▼ 5.57%▼ 6.40%
▲ 1.83%▼ 0.87%▼ 3.59%
▲ 12.21%▲ 6.28%▲ 6.45%
▲ 5.75%▲ 2.25%▲ 5.78%
Recent Activity
Conduent
1.17%
▲ 26.03%
2
Buy
May 28, 2025
Intel
2.6%
▲ 0.55%
12
Buy
May 23, 2025
Walgreens Boots Alliance
1.19%
▲ 9.57%
3
Buy
May 21, 2025
SailPoint, Inc.
3.9%
▲ 1.41%
4
Buy
May 21, 2025
Kraft Heinz
1.61%
▼ 4.45%
1
Buy
May 21, 2025
GoodYear Tire
1.11%
▼ 2.91%
1
Buy
Apr 29, 2025
Goldman Sachs BDC
―
▼ 14.04%
3
Sell
Apr 15, 2025
Kkr Real Estate Finance
―
▼ 9.85%
3
Sell
Apr 15, 2025
Morgan Stanley Direct Lending Fund
―
▼ 4.11%
2
Sell
Apr 15, 2025
Baker Hughes Company
―
▲ 1.84%
2
Sell
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
7.73%
▲ 9.51%
2
Buy
Apr 02, 2025
Pfizer
―
▲ 8.25%
8
Close
Mar 28, 2025
Sonoco Products
―
▼ 1.65%
6
Close
Mar 28, 2025
Halliburton
―
▲ 93.18%
9
Close
Mar 11, 2025
MGM Resorts
―
▼ 16.76%
2
Close
Mar 11, 2025
Las Vegas Sands
―
▲ 14.27%
3
Close
Mar 11, 2025