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DSB Sept late 22 - New Portfolio

Daniel BERMAN

DSB Sept late 22
Individual Investor
Ranked #18,153 out of 734,331 TipRanks' Investors
Success Rate
75%
148 out of 197
profitable transactions
Average Return
26.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.91%
6-Month Return▲ 18.68%
12-Month Return▲ 28.56%
YTD Return▲ 8.51%
Total Return▲ 40.19%

Best Trade

Opened at
Closed at-
Gain▲ 261.88%

Bio

Portfolio is now divested in half. There is nearly $600,000 sitting on the sidelines. I can move when I need. I like Apple ,Northrop . Midstream Google and a few other companies not yet listed. I see value in Mercedes’ and even F but waiting. I like

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 5.03%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.35%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.46%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.92%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 3.05%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 5.03%
▲ 9.22%▲ 9.13%▲ 9.35%
▲ 5.14%▲ 4.57%▲ 5.46%
▼ 1.87%▲ 1.59%▼ 2.33%
▲ 14.08%▲ 5.22%▲ 4.30%
▲ 5.05%▲ 3.27%▲ 6.47%
▼ 12.40%▼ 4.03%▼ 2.92%
▲ 6.35%▲ 3.77%▲ 3.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Beazley
▲ 19.00%
2
Close
Mar 08, 2024
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
0%
▲ 6.38%
1
Open
Mar 03, 2024
NVR
0%
▼ 0.97%
1
Open
Feb 29, 2024
Enerplus
0%
▲ 13.15%
1
Open
Feb 22, 2024
iShares 0-3 Month Treasury Bond ETF
0%
▲ 1.24%
1
Open
Feb 17, 2024
Amazon
0%
▲ 21.64%
1
Open
Dec 19, 2023
Holly Energy Partners
▲ 31.66%
2
Close
Nov 30, 2023
VanEck Morningstar Wide Moat ETF
0%
▲ 17.30%
1
Open
Nov 14, 2023
Crestwood Equity
▲ 15.07%
2
Close
Nov 03, 2023
Energy Transfer
1.9%
▲ 21.17%
1
Open
Nov 03, 2023
Nvidia
0%
▲ 54.65%
3
Open
Sep 24, 2023
Freehold Royalties
0%
▼ 6.04%
1
Open
Sep 23, 2023
Griffon
0%
▲ 74.18%
1
Open
Sep 23, 2023
Arlo Technologies
0%
▲ 5.05%
1
Open
Sep 16, 2023
VSE
0%
▲ 56.58%
1
Open
May 05, 2023
Redwood
0%
▲ 13.06%
1
Open
Apr 28, 2023
Canadian Pacific Kansas City
0%
▲ 5.05%
1
Open
Apr 13, 2023
Everest Group
0%
▲ 7.56%
1
Open
Apr 04, 2023
Veolia Environnement
0%
▲ 7.74%
1
Open
Mar 29, 2023
Jackson Financial Incorporation
0%
▲ 76.47%
1
Open
Feb 07, 2023