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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #383,798 out of 796,960 TipRanks' Investors
Success Rate
51 out of 134
profitable transactions
profitable transactions
Average Return
8.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.24%
6-Month Return▼ 3.06%
12-Month Return-
YTD Return▼ 5.79%
Total Return▲ 2.64%
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%
▲ 2.92%
▲ 2.10%
▲ 8.24%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.80%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.60%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.45%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 5.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.61%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.40%
Mar 2025
▲ 1.97%
▼ 2.27%
▼ 3.87%
Apr 2025
▲ 2.92%▲ 2.10%▲ 8.24%
▲ 10.00%▼ 0.89%▲ 1.80%
▲ 25.97%▲ 5.96%▲ 7.60%
▲ 5.39%▼ 2.41%▼ 4.45%
▲ 6.04%▲ 2.69%▲ 5.35%
▼ 12.86%▼ 1.27%▼ 0.61%
▼ 1.80%▼ 5.57%▼ 6.40%
▲ 1.97%▼ 2.27%▼ 3.87%
Recent Activity
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
Intel
―
▼ 0.30%
10
Sell
Apr 12, 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
6.78%
▼ 2.45%
2
Buy
Apr 02, 2025
Pfizer
―
▲ 8.25%
8
Sell
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
Vanguard High Dividend Yield Index ETF
―
▲ 1.64%
2
Close
Mar 11, 2025
Seagate Tech
―
▲ 23.11%
8
Close
Mar 11, 2025
Fox
―
▲ 29.30%
2
Close
Mar 11, 2025
iShares Russell 2000 ETF
―
▼ 8.26%
2
Close
Mar 11, 2025
iShares Core S&P 500 ETF
―
▼ 2.03%
2
Close
Mar 11, 2025