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Individual Brokerage -1570 - New Portfolio
Julian
Individual Brokerage -1570Individual Investor
Ranked #271,123 out of 803,590 TipRanks' Investors
Success Rate
158 out of 302
profitable transactions
profitable transactions
Average Return
13.25%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.93%
6-Month Return▼ 0.41%
12-Month Return▲ 19.05%
YTD Return▲ 3.75%
Total Return▲ 55.06%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.74%
Nov 2024
▲ 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
▲ 1.87%
▼ 0.87%
▼ 0.28%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.17%
May 2025
▲ 4.81%
▲ 2.44%
▲ 5.04%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.74%
▲ 5.10%▼ 2.41%▼ 6.19%
▲ 6.03%▲ 2.69%▲ 6.08%
▼ 12.86%▼ 1.27%▼ 7.78%
▼ 1.80%▼ 5.57%▼ 4.64%
▲ 1.87%▼ 0.87%▼ 0.28%
▲ 12.21%▲ 6.28%▲ 6.17%
▲ 4.81%▲ 2.44%▲ 5.04%
Recent Activity
Danaher
―
▲ 0.22%
5
Sell
Jan 25, 2025
DuPont de Nemours
―
▼ 8.83%
7
Close
Jan 25, 2025
GE Healthcare Technologies Inc
1.44%
▼ 27.59%
6
Sell
Jan 24, 2025
Apple
2.93%
▲ 74.16%
9
Sell
Jan 24, 2025
Uber Technologies
1.96%
▲ 23.75%
4
Buy
Jan 24, 2025
Toyota Motor
1.49%
▼ 4.33%
5
Buy
Jan 24, 2025
Ardmore Shipping
1.68%
▼ 27.26%
18
Buy
Jan 23, 2025
Boeing
1%
▲ 1.45%
3
Buy
Jan 23, 2025
CrowdStrike Holdings
1.57%
▲ 7.00%
6
Buy
Jan 23, 2025
Allstate
―
▼ 1.34%
2
Close
Jan 23, 2025
NewLake Capital Partners
0.71%
▼ 11.51%
1
Buy
Jan 23, 2025
L3Harris Technologies
1.23%
▲ 13.31%
1
Buy
Jan 23, 2025
Lam Research
1.05%
▲ 12.36%
1
Buy
Jan 23, 2025
LyondellBasell
0.69%
▼ 22.51%
1
Buy
Jan 23, 2025
CareTrust REIT
0.95%
▲ 9.06%
1
Buy
Jan 23, 2025
Coterra Energy
1.67%
▼ 14.95%
10
Buy
Jan 21, 2025
Walt Disney
―
▲ 19.82%
6
Sell
Jan 18, 2025
Huntington Bancshares
2.39%
▼ 3.06%
6
Buy
Jan 17, 2025
Linde
2.31%
▲ 4.87%
4
Buy
Jan 17, 2025
Medtronic
―
▼ 0.09%
3
Sell
Jan 12, 2025