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Individual Brokerage -1570 - New Portfolio

Julian

Individual Brokerage -1570
Individual Investor
Ranked #271,710 out of 802,564 TipRanks' Investors
Success Rate
52%
157 out of 302
profitable transactions
Average Return
12.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.96%
6-Month Return▼ 6.50%
12-Month Return▲ 14.39%
YTD Return▲ 0.46%
Total Return▲ 50.14%

Best Trade

Opened at
Closed at-
Gain▲ 454.84%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.74%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 6.19%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.08%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.64%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.31%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.17%
May 2025
▲ 0.43%
▲ 0.62%
▲ 1.75%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.74%
▲ 5.43%▼ 2.41%▼ 6.19%
▲ 5.99%▲ 2.69%▲ 6.08%
▼ 12.86%▼ 1.27%▼ 7.78%
▼ 1.80%▼ 5.57%▼ 4.64%
▲ 1.76%▼ 0.87%▼ 0.31%
▲ 12.21%▲ 6.28%▲ 6.17%
▲ 0.43%▲ 0.62%▲ 1.75%

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
1.43%
▼ 29.14%
6
Sell
Jan 24, 2025
Apple
3%
▲ 75.41%
9
Sell
Jan 24, 2025
Uber Technologies
1.97%
▲ 22.37%
4
Buy
Jan 24, 2025
Toyota Motor
1.53%
▼ 3.47%
5
Buy
Jan 24, 2025
Ardmore Shipping
1.67%
▼ 28.37%
18
Buy
Jan 23, 2025
Boeing
1.04%
▲ 2.96%
3
Buy
Jan 23, 2025
CrowdStrike Holdings
1.54%
▲ 5.34%
6
Buy
Jan 23, 2025
Allstate
▼ 1.34%
2
Close
Jan 23, 2025
NewLake Capital Partners
0.69%
▼ 14.49%
1
Buy
Jan 23, 2025
L3Harris Technologies
1.21%
▲ 9.54%
1
Buy
Jan 23, 2025
Lam Research
0.99%
▲ 4.08%
1
Buy
Jan 23, 2025
LyondellBasell
0.65%
▼ 28.35%
1
Buy
Jan 23, 2025
CareTrust REIT
0.97%
▲ 9.66%
1
Buy
Jan 23, 2025
Coterra Energy
1.62%
▼ 18.38%
10
Buy
Jan 21, 2025
Walt Disney
▲ 19.82%
6
Sell
Jan 18, 2025
Huntington Bancshares
2.39%
▼ 4.39%
6
Buy
Jan 17, 2025
Linde
2.34%
▲ 4.83%
4
Buy
Jan 17, 2025
Medtronic
▼ 0.09%
3
Sell
Jan 12, 2025