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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #158,645 out of 781,066 TipRanks' Investors
Success Rate
56 out of 100
profitable transactions
profitable transactions
Average Return
19.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.30%
6-Month Return▲ 17.96%
12-Month Return-
YTD Return▲ 5.23%
Total Return▲ 14.82%
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
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.10%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 8.24%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.80%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.60%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.30%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 5.23%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%▼ 2.77%
▼ 13.14%▲ 2.34%▼ 1.10%
▲ 2.93%▲ 2.10%▲ 8.24%
▲ 10.00%▼ 0.89%▲ 1.80%
▲ 26.04%▲ 5.96%▲ 7.60%
▲ 5.93%▼ 2.41%▼ 4.30%
▲ 11.17%▲ 1.96%▲ 5.23%
Recent Activity
Halliburton
1.32%
▲ 140.15%
5
Buy
Jan 16, 2025
Vanguard Intermediate-Term Corporate Bond ETF
―
▼ 4.35%
2
Sell
Jan 16, 2025
Elevation Oncology
0.24%
▲ 3.04%
1
Buy
Jan 16, 2025
John Hancock Multifactor Mid Cap ETF
―
▲ 1.03%
2
Sell
Jan 15, 2025
YieldMax Ultra Option Income Strategy ETF
7.06%
▲ 7.36%
11
Buy
Jan 14, 2025
iShares JP Morgan USD Emerging Markets Bond ETF
―
▼ 0.33%
22
Sell
Jan 14, 2025
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
―
▼ 11.09%
2
Close
Jan 11, 2025
Annaly Capital
―
▼ 11.07%
2
Close
Jan 11, 2025
Eagle Point Credit Company
―
▲ 87.30%
3
Close
Jan 11, 2025
Defiance R2000 Enhanced Options Income ETF
4.66%
▲ 37.93%
7
Buy
Jan 10, 2025
Banco Santander SA
0.81%
▲ 6.14%
2
Buy
Jan 10, 2025
Lam Research
2.43%
▲ 7.34%
4
Buy
Jan 10, 2025
Intel
1.18%
▼ 11.29%
5
Buy
Jan 10, 2025
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
―
▲ 3.16%
2
Close
Dec 31, 2024
SPDR Portfolio Developed World ex-US ETF
―
▼ 10.01%
2
Close
Dec 31, 2024
Seagate Tech
2.31%
▲ 54.88%
6
Buy
Dec 31, 2024
Goldman Sachs BDC
1.35%
▼ 3.73%
1
Buy
Dec 30, 2024
CAVA Group, Inc.
―
▲ 0.21%
3
Sell
Dec 11, 2024
Vanguard Total Bond Market ETF
―
▼ 2.41%
2
Sell
Dec 04, 2024
Pfizer
4.93%
▲ 6.51%
3
Buy
Dec 03, 2024