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Individual Brokerage -1570 - New Portfolio
Julian
Individual Brokerage -1570Individual Investor
Ranked #260,707 out of 805,489 TipRanks' Investors
Success Rate
159 out of 302
profitable transactions
profitable transactions
Average Return
14.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.85%
6-Month Return▲ 5.39%
12-Month Return▲ 19.84%
YTD Return▲ 6.73%
Total Return▲ 59.52%
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
▲ 1.83%
▼ 0.87%
▼ 0.28%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.17%
May 2025
▲ 3.20%
▲ 4.12%
▲ 8.07%
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%
▲ 1.83%▼ 0.87%▼ 0.28%
▲ 12.21%▲ 6.28%▲ 6.17%
▲ 3.20%▲ 4.12%▲ 8.07%
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%
▼ 25.86%
6
Sell
Jan 24, 2025
Apple
2.9%
▲ 75.73%
9
Sell
Jan 24, 2025
Uber Technologies
2.09%
▲ 34.59%
4
Buy
Jan 24, 2025
Toyota Motor
1.37%
▼ 8.37%
5
Buy
Jan 24, 2025
Ardmore Shipping
1.64%
▼ 27.55%
18
Buy
Jan 23, 2025
Boeing
0.98%
▲ 1.12%
3
Buy
Jan 23, 2025
CrowdStrike Holdings
1.62%
▲ 9.07%
6
Buy
Jan 23, 2025
Allstate
―
▼ 1.34%
2
Close
Jan 23, 2025
NewLake Capital Partners
0.68%
▼ 12.76%
1
Buy
Jan 23, 2025
L3Harris Technologies
1.19%
▲ 11.68%
1
Buy
Jan 23, 2025
Lam Research
1.09%
▲ 18.71%
1
Buy
Jan 23, 2025
LyondellBasell
0.66%
▼ 24.74%
1
Buy
Jan 23, 2025
CareTrust REIT
0.98%
▲ 14.89%
1
Buy
Jan 23, 2025
Coterra Energy
1.63%
▼ 15.45%
10
Buy
Jan 21, 2025
Walt Disney
―
▲ 19.82%
6
Close
Jan 18, 2025
Huntington Bancshares
2.44%
▲ 1.07%
6
Buy
Jan 17, 2025
Linde
2.24%
▲ 3.95%
4
Buy
Jan 17, 2025
Medtronic
―
▼ 0.09%
3
Sell
Jan 12, 2025