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Individual Brokerage -6028 - New Portfolio

James Berman

Individual Brokerage -6028
Individual Investor
Ranked #246,689 out of 788,370 TipRanks' Investors
Success Rate
51%
62 out of 122
profitable transactions
Average Return
16.95%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.51% BMY
8.19% BX
7.53% ULTY
5.49% PFE
5.28% AMZN
65.00% Others
By Assets
83.67% Stocks
15.24% ETFs
1.10% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
30.54% Financial
15.97% Healthcare
15.41% General
10.07% Consumer Cyclical
8.70% Technology
19.31% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
7sljno
7sljno
7sljno
premium
7sljno
premium
7sljno
7sljno
7sljno
1wc7ao1ch57
1wc7ao1ch57
1wc7ao1ch57
premium
1wc7ao1ch57
premium
1wc7ao1ch57
1wc7ao1ch57
1wc7ao1ch57
4jh91tsns5j
4jh91tsns5j
4jh91tsns5j
premium
4jh91tsns5j
premium
4jh91tsns5j
4jh91tsns5j
4jh91tsns5j
pvjpy54bs8
pvjpy54bs8
pvjpy54bs8
premium
pvjpy54bs8
premium
pvjpy54bs8
pvjpy54bs8
pvjpy54bs8
seusrcyl
seusrcyl
seusrcyl
premium
seusrcyl
premium
seusrcyl
seusrcyl
seusrcyl
r7qr5vgk5
r7qr5vgk5
r7qr5vgk5
premium
r7qr5vgk5
premium
r7qr5vgk5
r7qr5vgk5
r7qr5vgk5
dmz2dzq10hp
dmz2dzq10hp
dmz2dzq10hp
premium
dmz2dzq10hp
premium
dmz2dzq10hp
dmz2dzq10hp
dmz2dzq10hp
upij4k5vtfb
upij4k5vtfb
upij4k5vtfb
premium
upij4k5vtfb
premium
upij4k5vtfb
upij4k5vtfb
upij4k5vtfb
qufhs8toill
qufhs8toill
qufhs8toill
premium
qufhs8toill
premium
qufhs8toill
qufhs8toill
qufhs8toill
5ikwqaht8j7
5ikwqaht8j7
5ikwqaht8j7
premium
5ikwqaht8j7
premium
5ikwqaht8j7
5ikwqaht8j7
5ikwqaht8j7
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GRMN
Garmin
$224.71
$4.3
(1.88%)
premium
1 Buy
2 Hold
3 Sell
Moderate Sell
premium
$44.06B
70.98%
HAL
Halliburton
$26.26
$0.73
(2.7%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$23.43B
-23.17%
WM
Waste Management
$228.03
$1.09
(0.48%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$92.13B
10.03%
BKR
Baker Hughes Company
$45.62
$1.29
(2.75%)
premium
19 Buy
2 Hold
0 Sell
Strong Buy
premium
$46.45B
56.23%
MGM
MGM Resorts
$36.00
$2.3
(6.01%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$10.94B
-15.15%
LVS
Las Vegas Sands
$44.02
$0.95
(2.11%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$32.20B
-17.95%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$133.32
$1.28
(0.95%)
premium
2K Buy
2K Hold
283 Sell
Moderate Buy
premium
$62.08B
17.94%
KMI
Kinder Morgan
$26.41
$0.18
(0.68%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$59.08B
52.64%
STX
Seagate Tech
$100.85
$1.79
(1.74%)
premium
12 Buy
4 Hold
1 Sell
Moderate Buy
premium
$21.73B
20.89%
SOFI
SoFi Technologies
$14.67
$0.89
(5.72%)
premium
6 Buy
6 Hold
4 Sell
Hold
premium
$16.88B
91.86%
GOOGL
Alphabet Class A
$179.66
$4.9
(2.65%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.26T
29.47%
GOOG
Alphabet Class C
$181.58
$5.06
(2.71%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.26T
28.43%
FOX
Fox
$53.01
$0.36
(0.67%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$25.07B
94.36%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$217.80
$6.46
(2.88%)
premium
4K Buy
2K Hold
319 Sell
Hold
premium
$73.16B
14.39%
FSK
FS KKR Capital
$23.71
$0.04
(0.17%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$6.65B
17.55%
BJ
Bj's Wholesale Club Holdings
$101.49
$2.11
(2.04%)
premium
5 Buy
7 Hold
0 Sell
Moderate Buy
premium
$13.68B
49.88%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$602.87
$10.59
(1.73%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$611.45B
23.27%
BAC
Bank of America
$44.81
$0.49
(1.08%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$344.77B
34.42%
C
Citigroup
$79.65
$1.69
(2.08%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$152.68B
47.01%
ULTY
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$7.91
$0.33
(4%)
premium
311 Buy
124 Hold
30 Sell
Moderate Buy
premium
$277.60M
-57.42%
KKR
KKR & Co
$132.22
$2.33
(1.73%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$119.51B
43.66%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
32.20%
PFE
Pfizer
$26.30
$0.4
(1.54%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$146.78B
-6.40%
BMY
Bristol-Myers Squibb
$55.83
$0.04
(0.07%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$113.22B
8.69%
BX
Blackstone Group
$158.38
$5.52
(3.37%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$198.52B
24.42%
SAN
Banco Santander SA
$6.03
$0
(0%)
premium
premium
$92.10B
47.43%
LRCX
Lam Research
$86.02
$3
(3.37%)
premium
17 Buy
7 Hold
0 Sell
Moderate Buy
premium
$114.27B
-5.73%
INTC
Intel
$24.87
$1.22
(4.68%)
premium
1 Buy
27 Hold
5 Sell
Hold
premium
$112.97B
-42.13%
GSBD
Goldman Sachs BDC
$13.20
$0.02
(0.15%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$1.55B
-14.23%
ELEV
Elevation Oncology
$0.61
$0.042
(6.53%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$38.42M
-77.52%
KREF
Kkr Real Estate Finance
$11.02
$0.26
(2.3%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$777.41M
14.31%
SON
Sonoco Products
$46.83
$0.59
(1.28%)
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$4.54B
-19.74%
WBA
Walgreens Boots Alliance
$10.16
$0.35
(3.33%)
premium
1 Buy
7 Hold
2 Sell
Hold
premium
$9.08B
-51.68%
SAIL
SailPoint, Inc.
$23.56
$0.97
(3.95%)
premium
premium