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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #486,146 out of 826,835 TipRanks' Investors
Success Rate
62 out of 148
profitable transactions
profitable transactions
Average Return
11.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.04%
6-Month Return▲ 22.55%
12-Month Return▲ 19.80%
YTD Return▲ 18.06%
Total Return▲ 28.60%
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
8.92%0-8.92%
―
―
▼ 3.61%
Apr 2025
―
―
▲ 6.45%
May 2025
―
―
▲ 8.92%
Jun 2025
―
―
▲ 3.45%
Jul 2025
―
―
▲ 2.76%
Aug 2025
―
―
▲ 4.44%
Sep 2025
―
―
▼ 0.35%
Oct 2025
―
―
▼ 2.50%
Nov 2025
――▼ 3.61%
――▲ 6.45%
――▲ 8.92%
――▲ 3.45%
――▲ 2.76%
――▲ 4.44%
――▼ 0.35%
――▼ 2.50%
Recent Activity
Intel
―
▲ 17.07%
13
Sell
Oct 15, 2025
Kraft Heinz
1.34%
▼ 22.17%
3
Buy
Sep 26, 2025
StubHub Holdings Incorporation Class A
1.53%
▼ 3.82%
1
Buy
Sep 22, 2025
GoodYear Tire
―
▼ 21.73%
2
Close
Sep 19, 2025
Serve Robotics Inc
1.36%
▲ 5.89%
1
Buy
Sep 10, 2025
Caesars Entertainment
1.79%
▼ 22.40%
1
Buy
Sep 09, 2025
Walgreens Boots Alliance
―
▲ 12.60%
4
Sell
Aug 21, 2025
Conduent
0.82%
▲ 2.26%
2
Buy
May 28, 2025
SailPoint, Inc.
2.86%
▼ 4.69%
4
Buy
May 21, 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
7.66%
▲ 26.25%
2
Buy
Apr 02, 2025
Pfizer
―
▲ 8.25%
8
Close
Mar 28, 2025
Sonoco Products
―
▼ 1.65%
6
Close
Mar 28, 2025