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Individual Brokerage -6028 - New Portfolio

James Berman

Individual Brokerage -6028
Individual Investor
Ranked #463,502 out of 822,842 TipRanks' Investors
Success Rate
44%
65 out of 148
profitable transactions
Average Return
11.50%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.73% BX
9.82% SOFI
9.27% C
8.43% AMZN
7.72% BST
52.03% Others
By Assets
91.81% Stocks
7.68% Funds
0.51% Cash
0.00% ETFs
0.00% Cryptocurrency
0.00% Options
0.00% Other
By Sector
47.80% Financial
10.55% Communication Services
10.46% Consumer Cyclical
9.61% Technology
7.72% General
6.46% Consumer Defensive
7.40% Other

Portfolio Holdings

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
vtou77a8d2
vtou77a8d2
vtou77a8d2
vtou77a8d2
premium
premium
vtou77a8d2
vtou77a8d2
u516qqp6ra
u516qqp6ra
u516qqp6ra
u516qqp6ra
premium
premium
u516qqp6ra
u516qqp6ra
wubvesqtby
wubvesqtby
wubvesqtby
wubvesqtby
premium
premium
wubvesqtby
wubvesqtby
pngr8wl1b
pngr8wl1b
pngr8wl1b
pngr8wl1b
premium
premium
pngr8wl1b
pngr8wl1b
g9eywuwp
g9eywuwp
g9eywuwp
g9eywuwp
premium
premium
g9eywuwp
g9eywuwp
t3gg0rpzj4p
t3gg0rpzj4p
t3gg0rpzj4p
t3gg0rpzj4p
premium
premium
t3gg0rpzj4p
t3gg0rpzj4p
rlew9wowl9s
rlew9wowl9s
rlew9wowl9s
rlew9wowl9s
premium
premium
rlew9wowl9s
rlew9wowl9s
hq2pbx
hq2pbx
hq2pbx
hq2pbx
premium
premium
hq2pbx
hq2pbx
hvufq6gwkrq
hvufq6gwkrq
hvufq6gwkrq
hvufq6gwkrq
premium
premium
hvufq6gwkrq
hvufq6gwkrq
vsbpyamp9e
vsbpyamp9e
vsbpyamp9e
vsbpyamp9e
premium
premium
vsbpyamp9e
vsbpyamp9e
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$248.03
-3.3%
1 Buy
2 Hold
3 Sell
Moderate Sell
premium
premium
▲ 41.87%
$219.25
+0.79%
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
premium
▲ 6.77%
$27.10
-1.53%
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
premium
▲ 25%
$26.19
-7.94%
6 Buy
9 Hold
4 Sell
Hold
premium
premium
▲ 237.5%
$236.57
-2.05%
29 Buy
8 Hold
0 Sell
Strong Buy
premium
premium
▲ 45.38%
$237.49
-1.95%
13 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 44.96%
$14.16
-1.46%
0 Buy
10 Hold
0 Sell
Hold
premium
premium
▼ 27.76%
$90.08
+1.68%
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▲ 9.77%
$48.65
-2.29%
17 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 23.1%
$93.93
-2.07%
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▲ 14,833.23%
$117.82
-5.03%
9 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 10.32%
$216.37
-4.99%
43 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▲ 13.19%
$153.77
-4.28%
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▲ 0.2%
$36.37
-3.78%
2 Buy
26 Hold
5 Sell
Hold
premium
premium
▲ 80.81%
$21.73
-6.74%
15 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
▲ 571.85%
$41.59
-2.28%
premium
premium
▲ 22.79%
$2.48
-7.12%
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
premium
▲ 11.21%
$25.15
+0.44%
0 Buy
15 Hold
1 Sell
Hold
premium
premium
▼ 3.45%
$21.86
-4.96%
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
premium
▼ 14.71%
$14.90
-15.72%
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
premium
▲ 35.33%
$18.89
-0.89%
premium
premium
▲ 6.12%