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Portfolio - New Portfolio

D Fishman

Portfolio
Individual Investor
Ranked #65,388 out of 803,420 TipRanks' Investors
Success Rate
63%
173 out of 273
profitable transactions
Average Return
31.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.69%
6-Month Return▲ 7.84%
12-Month Return▲ 14.65%
YTD Return▲ 12.80%
Total Return▲ 82.34%

Best Trade

Opened at
Closed at-
Gain▲ 302.37%

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

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.34%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.42%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.72%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.62%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.51%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.62%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.70%
May 2025
▲ 5.90%
▲ 2.03%
▲ 2.17%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 5.34%
▲ 5.43%▼ 2.41%▼ 4.42%
▲ 5.99%▲ 2.69%▲ 3.72%
▼ 12.86%▼ 1.27%▲ 1.62%
▼ 1.80%▼ 5.57%▼ 2.51%
▲ 1.76%▼ 0.87%▲ 2.62%
▲ 12.21%▲ 6.28%▲ 4.70%
▲ 5.90%▲ 2.03%▲ 2.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sony Group
6.29%
▲ 49.67%
18
Sell
Apr 06, 2025
STMicroelectronics
▼ 47.24%
23
Close
Apr 06, 2025
Grupo Aeroportuario Del Centro
9.74%
▲ 176.22%
18
Buy
Apr 06, 2025
Alphabet Class C
5.04%
▲ 5.43%
2
Buy
Apr 06, 2025
UnitedHealth
▲ 39.26%
7
Close
Dec 17, 2024
Albemarle
▼ 40.69%
16
Close
Jul 19, 2024
Kroger Company
4.6%
▲ 42.95%
6
Buy
Jul 19, 2024
Hdfc Bank
5.36%
▲ 34.53%
12
Buy
Mar 18, 2024
Martin Marietta Materials
6.41%
▲ 148.72%
6
Sell
Mar 01, 2024
Brookfield Renewable
▼ 22.09%
15
Close
Mar 01, 2024
Darling Ingredients
▼ 34.55%
19
Close
Mar 01, 2024
Brookfield Corporation
5.18%
▲ 86.51%
14
Sell
Dec 05, 2023
Amazon
7.51%
▲ 68.60%
6
Buy
Oct 17, 2023
DR Horton
8.2%
▲ 63.82%
13
Buy
Oct 17, 2023
RTX
6.88%
▲ 122.26%
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
6.29%
▲ 110.19%
5
Buy
Jan 04, 2023