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DSB Sept late 22 - New Portfolio

Daniel BERMAN

DSB Sept late 22
Individual Investor
Ranked #17,557 out of 723,149 TipRanks' Investors
Success Rate
76%
150 out of 197
profitable transactions
Average Return
25.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.50%
6-Month Return▲ 17.37%
12-Month Return▲ 28.55%
YTD Return▲ 7.68%
Total Return▲ 39.28%

Best Trade

Opened at
Closed at-
Gain▲ 348.44%

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%
▼ 8.63%
▼ 1.63%
▼ 2.18%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 2.02%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.95%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.36%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.43%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.27%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 5.73%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 2.18%
▼ 4.52%▼ 4.74%▼ 2.02%
▼ 6.45%▼ 2.17%▼ 4.95%
▲ 9.22%▲ 9.13%▲ 9.36%
▲ 5.14%▲ 4.57%▲ 5.43%
▼ 1.87%▲ 1.59%▼ 2.33%
▲ 14.08%▲ 5.22%▲ 4.27%
▲ 1.35%▲ 3.29%▲ 5.73%

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%
▲ 4.13%
1
Open
Mar 03, 2024
NVR
0%
▲ 4.66%
1
Open
Feb 29, 2024
Enerplus
0%
▲ 8.61%
1
Open
Feb 22, 2024
iShares 0-3 Month Treasury Bond ETF
0%
▲ 0.58%
1
Open
Feb 17, 2024
Amazon
0%
▲ 16.93%
1
Open
Dec 19, 2023
Holly Energy Partners
▲ 31.66%
2
Close
Nov 30, 2023
VanEck Morningstar Wide Moat ETF
0%
▲ 18.18%
1
Open
Nov 14, 2023
Crestwood Equity
▲ 15.07%
2
Close
Nov 03, 2023
Energy Transfer
1.93%
▲ 16.33%
1
Open
Nov 03, 2023
Nvidia
0%
▲ 53.34%
3
Open
Sep 24, 2023
Freehold Royalties
0%
▲ 0.25%
1
Open
Sep 23, 2023
Griffon
0%
▲ 82.72%
1
Open
Sep 23, 2023
Arlo Technologies
0%
▲ 17.16%
1
Open
Sep 16, 2023
VSE
0%
▲ 68.09%
1
Open
May 05, 2023
Redwood
0%
▲ 9.73%
1
Open
Apr 28, 2023
Canadian Pacific
0%
▲ 14.38%
1
Open
Apr 13, 2023
Everest Group
0%
▲ 12.39%
1
Open
Apr 04, 2023
Veolia Environnement
0%
▲ 9.31%
1
Open
Mar 29, 2023
Jackson Financial Incorporation
0%
▲ 54.10%
1
Open
Feb 07, 2023