Individual Brokerage -6028 - New Portfolio

James Berman

Individual Brokerage -6028
Individual Investor
Ranked #335,950 out of 767,017 TipRanks' Investors
Success Rate
55%
33 out of 60
profitable transactions
Average Return
3.56%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.86% BX
8.40% BMY
7.36% ULTY
5.64% CAVA
4.92% AMZN
64.82% Others
By Assets
74.05% Stocks
25.09% ETFs
0.65% Funds
0.21% Cash
0.00% Cryptocurrency
By Sector
28.84% Financial
25.79% General
13.54% Consumer Cyclical
13.08% Healthcare
6.57% Communication Services
12.18% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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GRMN
Garmin
$212.98
$0.6
(0.28%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$41.01B
83.36%
HDEF
HDEF
< ETF >
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
$24.65
$0.14
(0.56%)
premium
388 Buy
296 Hold
80 Sell
Hold
premium
$1.69B
10.23%
JHMM
JHMM
< ETF >
John Hancock Multifactor Mid Cap ETF
$62.96
$0.14
(0.22%)
premium
4K Buy
3K Hold
324 Sell
Moderate Buy
premium
$4.23B
36.11%
COMB
COMB
< FUND >
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
$19.87
$0.057
(0.28%)
premium
premium
$84.67M
-7.17%
HAL
Halliburton
$30.19
$0
(0%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$26.52B
-21.91%
VCIT
VCIT
< ETF >
Vanguard Intermediate-Term Corporate Bond ETF
$80.93
$0.08
(0.1%)
premium
premium
$48.42B
7.15%
NLY
Annaly Capital
$19.62
$0.14
(0.72%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.92B
13.79%
WM
Waste Management
$225.68
$0.9
(0.4%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$90.22B
30.92%
BKR
Baker Hughes Company
$43.07
$0.6
(1.37%)
premium
17 Buy
1 Hold
1 Sell
Strong Buy
premium
$43.21B
26.69%
MGM
MGM Resorts
$37.98
$1.23
(3.35%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$10.94B
-3.14%
SPDW
SPDW
< ETF >
SPDR Portfolio Developed World ex-US ETF
$35.04
$0.19
(0.54%)
premium
5K Buy
3K Hold
742 Sell
Hold
premium
$20.77B
15.00%
LVS
Las Vegas Sands
$49.53
$0.27
(0.55%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$35.71B
3.46%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$131.85
$0.1
(0.08%)
premium
2K Buy
2K Hold
309 Sell
Moderate Buy
premium
$61.14B
29.55%
KMI
Kinder Morgan
$26.80
$0.38
(1.4%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$60.38B
64.53%
STX
Seagate Tech
$98.27
$1.53
(1.53%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$21.11B
37.71%
SOFI
SoFi Technologies
$13.50
$0.32
(2.32%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$15.00B
96.31%
GOOGL
Alphabet Class A
$178.88
$2.74
(1.51%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.23T
37.50%
GOOG
Alphabet Class C
$180.49
$2.83
(1.54%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.23T
37.17%
ECC
Eagle Point Credit Company
$9.41
$0.04
(0.43%)
premium
premium
-0.85%
IWMY
IWMY
< ETF >
Defiance R2000 Enhanced Options Income ETF
$33.47
$0.17
(0.51%)
premium
premium
$125.17M
-44.84%
FOX
Fox
$43.45
$0.195
(0.45%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$20.66B
58.32%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$235.11
$2.35
(0.99%)
premium
5K Buy
3K Hold
373 Sell
Hold
premium
$80.90B
42.87%
FSK
FS KKR Capital
$21.15
$0.14
(0.67%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.88B
6.43%
BJ
Bj's Wholesale Club Holdings
$88.47
$0.58
(0.65%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$11.81B
29.30%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$600.20
$0.45
(0.08%)
premium
4K Buy
3K Hold
323 Sell
Moderate Buy
premium
$566.64B
36.06%
BAC
Bank of America
$45.87
$0.01
(0.02%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$351.88B
65.56%
BND
BND
< ETF >
Vanguard Total Bond Market ETF
$72.48
$0.03
(0.04%)
premium
premium
$118.38B
4.72%
C
Citigroup
$68.89
$0.13
(0.19%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$130.54B
61.64%
ULTY
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$10.68
$0
(0%)
premium
premium
$234.68M
-44.81%
KKR
KKR & Co
$152.13
$1.03
(0.67%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$136.04B
139.42%
AMZN
Amazon
$214.10
$5.19
(2.48%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.20T
46.51%
CAVA
CAVA Group, Inc.
$147.30
$2.27
(1.57%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$16.58B
362.47%
PFE
Pfizer
$26.72
$0.53
(2.02%)
premium
7 Buy
12 Hold
0 Sell
Moderate Buy
premium
$148.42B
-9.63%
BMY
Bristol-Myers Squibb
$58.41
$0.61
(1.03%)
premium
5 Buy
8 Hold
2 Sell
Hold
premium
$119.70B
17.69%
BX
Blackstone Group
$181.56
$0.9
(0.5%)
premium
6 Buy
11 Hold
1 Sell
Moderate Buy
premium
$219.12B
84.86%