tiprankstipranks
Trending News
More News >

Individual Brokerage -1570 - New Portfolio

Julian

Individual Brokerage -1570
Individual Investor
Ranked #262,101 out of 833,192 TipRanks' Investors
Success Rate
52%
157 out of 302
profitable transactions
Average Return
23.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.99%
6-Month Return▲ 21.36%
12-Month Return▲ 24.47%
YTD Return▲ 25.75%
Total Return▲ 87.54%

Best Trade

Opened at
Closed at-
Gain▲ 656.83%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.17%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.36%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.53%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.83%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.59%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.46%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.46%
Nov 2025
▼ 0.06%
▼ 0.12%
▼ 1.91%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.17%
▲ 9.25%▲ 5.14%▲ 8.36%
▲ 7.60%▲ 2.30%▲ 4.53%
▲ 2.76%▲ 2.05%▲ 4.83%
▲ 12.88%▲ 3.56%▲ 3.59%
▲ 10.96%▲ 2.38%▲ 5.46%
▼ 3.57%▲ 0.19%▼ 0.46%
▼ 0.06%▼ 0.12%▼ 1.91%

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
1.46%
▼ 17.91%
6
Sell
Jan 24, 2025
Apple
3.6%
▲ 139.27%
9
Sell
Jan 24, 2025
Uber Technologies
1.62%
▲ 14.63%
4
Buy
Jan 24, 2025
Toyota Motor
1.6%
▲ 8.97%
5
Buy
Jan 24, 2025
Ardmore Shipping
1.66%
▼ 22.49%
18
Buy
Jan 23, 2025
Boeing
0.94%
▲ 4.40%
3
Buy
Jan 23, 2025
CrowdStrike Holdings
1.41%
▲ 6.96%
6
Buy
Jan 23, 2025
Allstate
▼ 1.34%
2
Close
Jan 23, 2025
NewLake Capital Partners
0.61%
▼ 14.48%
1
Buy
Jan 23, 2025
L3Harris Technologies
1.26%
▲ 30.08%
1
Buy
Jan 23, 2025
Lam Research
1.76%
▲ 111.17%
1
Buy
Jan 23, 2025
LyondellBasell
0.44%
▼ 44.47%
1
Buy
Jan 23, 2025
CareTrust REIT
1.06%
▲ 36.58%
1
Buy
Jan 23, 2025
Coterra Energy
1.45%
▼ 16.94%
10
Buy
Jan 21, 2025
Walt Disney
▲ 19.82%
6
Close
Jan 18, 2025
Huntington Bancshares
2.37%
▲ 7.45%
6
Buy
Jan 17, 2025
Linde
1.85%
▼ 2.58%
4
Buy
Jan 17, 2025
Medtronic
▼ 0.09%
3
Close
Jan 12, 2025