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Individual Brokerage -1570 - New Portfolio
Julian
Individual Brokerage -1570Individual Investor
Ranked #254,327 out of 793,101 TipRanks' Investors
Success Rate
158 out of 302
profitable transactions
profitable transactions
Average Return
11.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.24%
6-Month Return▲ 0.32%
12-Month Return▲ 16.86%
YTD Return▼ 1.06%
Total Return▲ 47.87%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.29%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.43%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.74%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 6.19%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 6.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.78%
Feb 2025
▲ 2.82%
▼ 4.80%
▲ 1.10%
Mar 2025
▼ 13.14%▲ 2.34%▲ 0.66%
▲ 2.93%▲ 2.10%▲ 6.29%
▲ 10.00%▼ 0.89%▼ 0.43%
▲ 26.01%▲ 5.96%▲ 6.74%
▲ 5.39%▼ 2.41%▼ 6.19%
▲ 5.83%▲ 2.69%▲ 6.12%
▼ 12.86%▼ 1.27%▼ 7.78%
▲ 2.82%▼ 4.80%▲ 1.10%
Recent Activity
Danaher
―
▲ 0.22%
5
Sell
Jan 25, 2025
DuPont de Nemours
―
▼ 8.83%
7
Close
Jan 25, 2025
GE Healthcare Technologies Inc
1.64%
▼ 19.08%
6
Sell
Jan 24, 2025
Apple
3.32%
▲ 92.98%
9
Sell
Jan 24, 2025
Uber Technologies
1.79%
▲ 10.58%
4
Buy
Jan 24, 2025
Toyota Motor
1.61%
▼ 0.60%
5
Buy
Jan 24, 2025
Ardmore Shipping
1.76%
▼ 26.06%
18
Buy
Jan 23, 2025
Boeing
0.91%
▼ 5.06%
3
Buy
Jan 23, 2025
CrowdStrike Holdings
1.25%
▼ 2.64%
6
Buy
Jan 23, 2025
Allstate
―
▼ 1.34%
2
Close
Jan 23, 2025
NewLake Capital Partners
0.73%
▼ 10.38%
1
Buy
Jan 23, 2025
L3Harris Technologies
1.06%
▼ 4.65%
1
Buy
Jan 23, 2025
Lam Research
0.91%
▼ 4.40%
1
Buy
Jan 23, 2025
LyondellBasell
0.84%
▼ 7.27%
1
Buy
Jan 23, 2025
CareTrust REIT
0.97%
▲ 9.02%
1
Buy
Jan 23, 2025
Coterra Energy
1.92%
▼ 6.53%
10
Buy
Jan 21, 2025
Walt Disney
―
▲ 19.82%
6
Sell
Jan 18, 2025
Huntington Bancshares
2.35%
▼ 6.76%
6
Buy
Jan 17, 2025
Linde
2.3%
▲ 3.13%
4
Buy
Jan 17, 2025
Medtronic
―
▼ 0.09%
3
Sell
Jan 12, 2025