Education
About Us
Working with TipRanks
Follow Us
Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #439,680 out of 812,479 TipRanks' Investors
Success Rate
64 out of 144
profitable transactions
profitable transactions
Average Return
10.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.93%
6-Month Return▲ 4.87%
12-Month Return▲ 26.15%
YTD Return▲ 10.39%
Total Return▲ 20.25%
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
27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 5.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.58%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.40%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.62%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.45%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.92%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 3.45%
Jul 2025
▲ 4.75%
▲ 0.81%
▼ 2.49%
Aug 2025
▲ 6.03%▲ 2.69%▲ 5.24%
▼ 12.86%▼ 1.27%▼ 0.58%
▼ 1.80%▼ 5.57%▼ 6.40%
▲ 1.84%▼ 0.87%▼ 3.62%
▲ 12.20%▲ 6.28%▲ 6.45%
▲ 6.24%▲ 5.14%▲ 8.92%
▲ 27.91%▲ 2.30%▲ 3.45%
▲ 4.75%▲ 0.81%▼ 2.49%
Recent Activity
Kraft Heinz
1.63%
▲ 1.43%
2
Buy
Jun 27, 2025
Conduent
0.96%
▲ 11.23%
2
Buy
May 28, 2025
Intel
2.31%
▼ 0.32%
12
Buy
May 23, 2025
Walgreens Boots Alliance
1.15%
▲ 11.98%
3
Buy
May 21, 2025
SailPoint, Inc.
2.96%
▼ 6.05%
4
Buy
May 21, 2025
GoodYear Tire
0.81%
▼ 24.00%
1
Buy
Apr 29, 2025
Goldman Sachs BDC
―
▼ 14.04%
3
Close
Apr 15, 2025
Kkr Real Estate Finance
―
▼ 9.85%
3
Close
Apr 15, 2025
Morgan Stanley Direct Lending Fund
―
▼ 4.11%
2
Close
Apr 15, 2025
Baker Hughes Company
―
▲ 1.84%
2
Close
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
7.64%
▲ 16.92%
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