tiprankstipranks

Portfolio - New Portfolio

D Fishman

Portfolio
Individual Investor
Ranked #77,983 out of 731,625 TipRanks' Investors
Success Rate
58%
155 out of 268
profitable transactions
Average Return
16.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.14%
6-Month Return▲ 8.03%
12-Month Return▲ 2.96%
YTD Return▼ 5.37%
Total Return▲ 55.46%

Best Trade

Opened at
Closed at-
Gain▲ 201.22%

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
▼ 1.77%
▼ 0.32%
▼ 0.20%
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%
▼ 1.77%▼ 0.32%▼ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Albemarle
3.54%
▼ 23.65%
15
Buy
Apr 11, 2024
UnitedHealth
5.33%
▲ 37.26%
6
Buy
Apr 11, 2024
STMicroelectronics
6.32%
▲ 6.10%
21
Buy
Mar 21, 2024
Sony Group
5.03%
▼ 5.56%
17
Buy
Mar 18, 2024
Hdfc Bank
4.41%
▲ 1.83%
12
Buy
Mar 18, 2024
Martin Marietta Materials
7.36%
▲ 167.31%
6
Sell
Mar 01, 2024
Grupo Aeroportuario Del Centro
7.95%
▲ 112.41%
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
3.94%
▲ 21.60%
5
Buy
Dec 15, 2023
Brookfield Corporation
3.88%
▲ 28.31%
14
Sell
Dec 05, 2023
Amazon
6.91%
▲ 41.56%
6
Buy
Oct 17, 2023
DR Horton
10.16%
▲ 85.71%
13
Buy
Oct 17, 2023
Raytheon Technologies
5.25%
▲ 54.45%
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
5.62%
▲ 73.99%
5
Buy
Jan 04, 2023
Visa
5.12%
▲ 35.71%
11
Buy
Jan 03, 2023