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Individual Brokerage -6028 - New Portfolio

PerformancePortfolio Details

James Berman

Individual Brokerage -6028
Individual Investor
Ranked #508,537 out of 858,896 TipRanks' Investors
Success Rate
41%
60 out of 148
profitable transactions
Average Return
9.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.26%
6-Month Return▼ 9.93%
12-Month Return▲ 20.19%
YTD Return▼ 11.78%
Total Return▲ 16.82%

Best Trade

AssetHalliburton (HAL)
Opened at
Closed at
Gain▲ 641.66%

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%
▲ 12.88%
▲ 3.56%
▲ 4.44%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.35%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.73%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.17%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.55%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.06%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.92%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.40%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.44%
▲ 10.96%▲ 2.38%▼ 0.35%
▼ 3.68%▲ 0.19%▼ 1.73%
▼ 0.10%▲ 0.08%▲ 2.17%
▲ 4.06%▲ 1.47%▼ 4.55%
▼ 1.12%▼ 0.86%▼ 4.06%
▲ 0.60%▼ 4.94%▼ 5.92%
▲ 4.89%▲ 4.48%▲ 2.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
INTC
Intel
―
▲ 17.07%
13
Sell
Oct 15, 2025
KHC
Kraft Heinz
1.38%
▼ 24.22%
3
Buy
Sep 26, 2025
STUB
StubHub Holdings Incorporation Class A
0.61%
▼ 64.78%
1
Buy
Sep 22, 2025
GT
GoodYear Tire
―
▼ 21.73%
2
Close
Sep 19, 2025
SERV
Serve Robotics Inc
1.04%
▼ 25.18%
1
Buy
Sep 10, 2025
CZR
Caesars Entertainment
2.61%
▲ 4.19%
1
Buy
Sep 09, 2025
WBA
Walgreens Boots Alliance
―
▲ 12.60%
4
Sell
Aug 21, 2025
CNDT
Conduent
0.54%
▼ 37.21%
2
Buy
May 28, 2025
SAIL
SailPoint, Inc.
1.63%
▼ 21.48%
4
Buy
May 21, 2025
GSBD
Goldman Sachs BDC
―
▼ 14.04%
3
Close
Apr 15, 2025
KREF
Kkr Real Estate Finance
―
▼ 9.85%
3
Close
Apr 15, 2025
MSDL
Morgan Stanley Direct Lending Fund
―
▼ 4.11%
2
Close
Apr 15, 2025
BKR
Baker Hughes Company
―
▲ 1.84%
2
Close
Apr 05, 2025
BMY
Bristol-Myers Squibb
―
▲ 10.34%
3
Close
Apr 05, 2025
SAN
Banco Santander SA
―
▲ 27.41%
3
Close
Apr 05, 2025
TCPC
BlackRock TCP Capital
―
▼ 11.83%
2
Close
Apr 05, 2025
ONON
On Holding AG
―
▼ 14.19%
2
Sell
Apr 05, 2025
BST
BlackRock Science & Technology Trust
7.68%
▲ 16.83%
2
Buy
Apr 02, 2025
PFE
Pfizer
―
▲ 8.25%
8
Close
Mar 28, 2025
SON
Sonoco Products
―
▼ 1.65%
6
Close
Mar 28, 2025