tiprankstipranks

Portfolio - New Portfolio

D Fishman

Portfolio
Individual Investor
Ranked #73,003 out of 734,751 TipRanks' Investors
Success Rate
60%
160 out of 268
profitable transactions
Average Return
20.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.44%
6-Month Return▲ 10.55%
12-Month Return▲ 3.96%
YTD Return▼ 0.97%
Total Return▲ 62.69%

Best Trade

Opened at
Closed at-
Gain▲ 210.18%

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

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 6.11%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.27%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.56%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.69%
Apr 2024
▲ 4.41%
▲ 5.32%
▲ 4.44%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 6.11%
▲ 9.22%▲ 9.13%▲ 10.27%
▲ 5.14%▲ 4.57%▲ 9.76%
▼ 1.87%▲ 1.59%▼ 5.56%
▲ 14.08%▲ 5.22%▲ 0.50%
▲ 5.05%▲ 3.27%▲ 3.73%
▼ 12.40%▼ 4.03%▼ 3.69%
▲ 4.41%▲ 5.32%▲ 4.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Albemarle
3.6%
▼ 17.11%
15
Buy
Apr 11, 2024
UnitedHealth
5.51%
▲ 47.79%
6
Buy
Apr 11, 2024
STMicroelectronics
6.52%
▲ 14.83%
21
Buy
Mar 21, 2024
Sony Group
4.87%
▼ 4.99%
17
Buy
Mar 18, 2024
Hdfc Bank
4.13%
▼ 0.82%
12
Buy
Mar 18, 2024
Martin Marietta Materials
7.04%
▲ 163.16%
6
Sell
Mar 01, 2024
Grupo Aeroportuario Del Centro
7.83%
▲ 118.72%
17
Buy
Mar 01, 2024
Brookfield Renewable
▼ 23.24%
15
Close
Mar 01, 2024
Darling Ingredients
▼ 34.55%
19
Close
Mar 01, 2024
Kroger Company
3.76%
▲ 21.50%
5
Buy
Dec 15, 2023
Brookfield Corporation
4.02%
▲ 39.80%
14
Sell
Dec 05, 2023
Amazon
6.71%
▲ 45.22%
6
Buy
Oct 17, 2023
DR Horton
10.28%
▲ 96.77%
13
Buy
Oct 17, 2023
Raytheon Technologies
5.22%
▲ 60.02%
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
5.77%
▲ 85.80%
5
Buy
Jan 04, 2023
Visa
5.2%
▲ 42.33%
11
Buy
Jan 03, 2023