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Individual Brokerage -1570 - New Portfolio

Julian

Individual Brokerage -1570
Individual Investor
Ranked #269,487 out of 807,613 TipRanks' Investors
Success Rate
53%
159 out of 302
profitable transactions
Average Return
15.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.56%
6-Month Return▲ 6.97%
12-Month Return▲ 19.48%
YTD Return▲ 9.58%
Total Return▲ 63.78%

Best Trade

Opened at
Closed at-
Gain▲ 487.42%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 6.19%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.08%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.64%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.21%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.17%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.36%
Jun 2025
▲ 3.34%
▲ 1.29%
▲ 2.32%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.19%
▲ 6.03%▲ 2.69%▲ 6.08%
▼ 12.86%▼ 1.27%▼ 7.78%
▼ 1.80%▼ 5.57%▼ 4.64%
▲ 1.84%▼ 0.87%▼ 0.21%
▲ 12.20%▲ 6.28%▲ 6.17%
▲ 6.24%▲ 5.14%▲ 8.36%
▲ 3.34%▲ 1.29%▲ 2.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Danaher
▲ 0.22%
5
Sell
Jan 25, 2025
DuPont de Nemours
▼ 8.83%
7
Close
Jan 25, 2025
GE Healthcare Technologies Inc
1.45%
▼ 24.23%
6
Sell
Jan 24, 2025
Apple
3.02%
▲ 85.71%
9
Sell
Jan 24, 2025
Uber Technologies
2.13%
▲ 39.33%
4
Buy
Jan 24, 2025
Toyota Motor
1.35%
▼ 8.46%
5
Buy
Jan 24, 2025
Ardmore Shipping
1.7%
▼ 25.04%
18
Buy
Jan 23, 2025
Boeing
1.07%
▲ 7.83%
3
Buy
Jan 23, 2025
CrowdStrike Holdings
1.54%
▲ 7.47%
6
Buy
Jan 23, 2025
Allstate
▼ 1.34%
2
Close
Jan 23, 2025
NewLake Capital Partners
0.64%
▼ 17.03%
1
Buy
Jan 23, 2025
L3Harris Technologies
1.23%
▲ 17.70%
1
Buy
Jan 23, 2025
Lam Research
1.12%
▲ 23.88%
1
Buy
Jan 23, 2025
LyondellBasell
0.72%
▼ 15.82%
1
Buy
Jan 23, 2025
CareTrust REIT
0.97%
▲ 15.19%
1
Buy
Jan 23, 2025
Coterra Energy
1.55%
▼ 17.67%
10
Buy
Jan 21, 2025
Walt Disney
▲ 19.82%
6
Close
Jan 18, 2025
Huntington Bancshares
2.54%
▲ 6.66%
6
Buy
Jan 17, 2025
Linde
2.23%
▲ 4.84%
4
Buy
Jan 17, 2025
Medtronic
▼ 0.09%
3
Close
Jan 12, 2025