tiprankstipranks

New Portfolio - New Portfolio

Daniel BERMAN

New Portfolio
Individual Investor
Ranked #84,550 out of 734,495 TipRanks' Investors
Success Rate
63%
498 out of 795
profitable transactions
Average Return
12.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.73%
6-Month Return▲ 20.57%
12-Month Return▲ 32.81%
YTD Return▲ 11.33%
Total Return▲ 45.39%

Best Trade

Opened at
Closed at-
Gain▲ 412.51%

Bio

Energy bias and buying Google at low prices. My best pick so far this year outside energy is NOC. Will wait to add as already exceeds high analyst projections. Also a fair amount not really factored by Tips is investments in high yield funds . To in

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.50%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.36%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.30%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.94%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.46%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.65%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.48%
Apr 2024
▲ 12.37%
▲ 5.54%
▲ 6.50%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.50%
▲ 9.22%▲ 9.13%▲ 8.36%
▲ 5.14%▲ 4.57%▲ 6.30%
▼ 1.87%▲ 1.59%▼ 1.94%
▲ 14.08%▲ 5.22%▲ 3.46%
▲ 5.05%▲ 3.27%▲ 5.65%
▼ 12.40%▼ 4.03%▼ 2.48%
▲ 12.37%▲ 5.54%▲ 6.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Tricon Residential
▲ 43.40%
2
Close
May 02, 2024
Crescent Point Energy
▲ 31.43%
4
Close
Mar 31, 2024
Callon
▼ 2.36%
5
Close
Mar 28, 2024
APA
0.12%
▼ 2.75%
5
Open
Mar 28, 2024
Beazley
0%
▲ 13.76%
7
Open
Mar 14, 2024
ARM Holdings PLC ADR
0%
▼ 19.41%
1
Open
Feb 29, 2024
iShares 0-3 Month Treasury Bond ETF
0%
▲ 1.26%
1
Open
Feb 17, 2024
M-tron Industries Inc
0%
▼ 11.42%
1
Open
Dec 20, 2023
Northland Power
0%
▲ 5.22%
1
Open
Nov 28, 2023
DTE Energy
0%
▲ 12.60%
1
Open
Nov 28, 2023
NVR
0%
▲ 27.20%
1
Open
Nov 25, 2023
Ivanhoe Mines
0%
▲ 84.03%
1
Open
Nov 25, 2023
AstraZeneca
0%
▲ 14.12%
4
Open
Oct 30, 2023
Stellantis
0%
▲ 25.60%
3
Open
Oct 30, 2023
Tamarack Valley Energy
0%
▼ 6.64%
1
Open
Oct 30, 2023
Vonovia
0.01%
▲ 9.95%
8
Sell
Oct 12, 2023
Unilever
0.01%
▲ 17.55%
3
Sell
Oct 12, 2023
Veolia Environnement
0.01%
▲ 22.65%
2
Buy
Oct 12, 2023
Taiwan Semiconductor Manufacturing
0.01%
▲ 32.14%
4
Sell
Oct 12, 2023
Wheaton Precious Metals
0.01%
▲ 26.33%
2
Buy
Oct 12, 2023