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Portfolio - New Portfolio

D Fishman

Portfolio
Individual Investor
Ranked #86,705 out of 808,344 TipRanks' Investors
Success Rate
61%
167 out of 273
profitable transactions
Average Return
32.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.44%
6-Month Return▲ 11.39%
12-Month Return▲ 10.74%
YTD Return▲ 12.80%
Total Return▲ 82.35%

Best Trade

Opened at
Closed at-
Gain▲ 324.50%

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

13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 4.42%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.72%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.62%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.51%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.72%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.70%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.30%
Jun 2025
▲ 13.92%
▲ 0.69%
▼ 0.22%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.42%
▲ 6.03%▲ 2.69%▲ 3.72%
▼ 12.86%▼ 1.27%▲ 1.62%
▼ 1.80%▼ 5.57%▼ 2.51%
▲ 1.84%▼ 0.87%▲ 1.72%
▲ 12.20%▲ 6.28%▲ 4.70%
▲ 6.24%▲ 5.14%▲ 3.30%
▲ 13.92%▲ 0.69%▼ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sony Group
5.76%
▲ 39.10%
18
Sell
Apr 06, 2025
STMicroelectronics
▼ 47.24%
23
Close
Apr 06, 2025
Grupo Aeroportuario Del Centro
10.13%
▲ 191.41%
18
Buy
Apr 06, 2025
Alphabet Class C
5.09%
▲ 7.97%
2
Buy
Apr 06, 2025
UnitedHealth
▲ 39.26%
7
Close
Dec 17, 2024
Albemarle
▼ 40.69%
16
Close
Jul 19, 2024
Kroger Company
5.05%
▲ 59.01%
6
Buy
Jul 19, 2024
Hdfc Bank
5.23%
▲ 33.08%
12
Buy
Mar 18, 2024
Martin Marietta Materials
6.35%
▲ 149.89%
6
Sell
Mar 01, 2024
Brookfield Renewable
▼ 22.09%
15
Close
Mar 01, 2024
Darling Ingredients
▼ 34.55%
19
Close
Mar 01, 2024
Brookfield Corporation
5.47%
▲ 99.96%
14
Sell
Dec 05, 2023
Amazon
7.86%
▲ 79.00%
6
Buy
Oct 17, 2023
DR Horton
8.42%
▲ 70.40%
13
Buy
Oct 17, 2023
RTX
7.11%
▲ 133.03%
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
6.64%
▲ 124.95%
5
Buy
Jan 04, 2023