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Individual Brokerage -6028 - New Portfolio
James Berman
Individual Brokerage -6028Individual Investor
Ranked #365,700 out of 769,291 TipRanks' Investors
Success Rate
33 out of 63
profitable transactions
profitable transactions
Average Return
3.16%
Average return
per transaction
per transaction
Share this portfolio:
Allocation
Top Stocks
9.62% BX
8.39% BMY
6.84% ULTY
5.50% CAVA
4.75% KKR
64.90% Others
By Assets
74.57% Stocks
24.38% ETFs
0.66% Funds
0.39% Cash
0.00% Cryptocurrency
By Sector
30.23% Financial
25.14% General
12.95% Consumer Cyclical
12.84% Healthcare
6.26% Communication Services
12.58% Other
