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Portfolio - New Portfolio
D Fishman
PortfolioIndividual Investor
Ranked #89,688 out of 783,334 TipRanks' Investors
Success Rate
166 out of 271
profitable transactions
profitable transactions
Average Return
25.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.48%
6-Month Return▲ 5.60%
12-Month Return▲ 9.30%
YTD Return▲ 4.48%
Total Return▲ 69.66%
Best Trade
Bio
I am a non-professional investor focusing on buy-and-hold positions in individual companies. I aim to find quality companies with growth opportunities at reasonable valuations.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.54%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.13%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.75%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.35%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.99%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.48%
Jan 2025
▲ 9.79%▲ 3.53%▼ 3.54%
▲ 8.13%▲ 1.21%▲ 4.13%
▼ 13.14%▲ 2.34%▲ 1.22%
▲ 2.93%▲ 2.10%▲ 1.75%
▲ 9.99%▼ 0.89%▼ 2.97%
▲ 26.04%▲ 5.96%▲ 5.35%
▲ 5.93%▼ 2.41%▼ 3.99%
▲ 3.19%▲ 2.68%▲ 4.48%
Recent Activity
UnitedHealth
―
▲ 39.26%
7
Close
Dec 17, 2024
Alphabet Class C
4.69%
▲ 0.03%
1
Open
Dec 17, 2024
STMicroelectronics
3.77%
▼ 31.12%
22
Buy
Sep 27, 2024
Albemarle
―
▼ 40.69%
16
Close
Jul 19, 2024
Kroger Company
4.29%
▲ 33.77%
6
Buy
Jul 19, 2024
Sony Group
6.2%
▲ 27.84%
17
Buy
Mar 18, 2024
Hdfc Bank
4.2%
▲ 5.35%
12
Buy
Mar 18, 2024
Martin Marietta Materials
6.33%
▲ 145.23%
6
Sell
Mar 01, 2024
Grupo Aeroportuario Del Centro
6.77%
▲ 104.34%
17
Buy
Mar 01, 2024
Brookfield Renewable
―
▼ 22.10%
15
Close
Mar 01, 2024
Darling Ingredients
―
▼ 34.55%
19
Close
Mar 01, 2024
Brookfield Corporation
5.37%
▲ 90.26%
14
Sell
Dec 05, 2023
Amazon
8.15%
▲ 87.48%
6
Buy
Oct 17, 2023
DR Horton
9.46%
▲ 85.74%
13
Buy
Oct 17, 2023
RTX
6.17%
▲ 94.14%
7
Buy
Jul 28, 2023
Bristol-Myers Squibb
―
▲ 6.45%
13
Close
Jul 27, 2023
Walt Disney
―
▼ 32.92%
12
Close
May 11, 2023
Svb Financial Group
―
▼ 64.30%
7
Close
Mar 09, 2023
Johnson Outdoors
―
▼ 29.35%
10
Close
Mar 06, 2023
Microsoft
5.45%
▲ 95.96%
5
Buy
Jan 04, 2023