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Individual Brokerage -1570 - New Portfolio

Julian

Individual Brokerage -1570
Individual Investor
Ranked #222,687 out of 781,107 TipRanks' Investors
Success Rate
53%
151 out of 283
profitable transactions
Average Return
15.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.93%
6-Month Return▲ 17.53%
12-Month Return▲ 47.46%
YTD Return▲ 6.01%
Total Return▲ 59.41%

Best Trade

Opened at
Closed at
Gain▲ 406.57%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.19%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.25%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.29%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.84%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.70%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 6.01%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.19%
▲ 8.13%▲ 1.21%▲ 5.25%
▼ 13.14%▲ 2.34%▲ 0.64%
▲ 2.93%▲ 2.10%▲ 6.29%
▲ 10.00%▼ 0.89%▼ 0.42%
▲ 26.04%▲ 5.96%▲ 6.84%
▲ 5.93%▼ 2.41%▼ 5.70%
▲ 7.55%▲ 1.96%▲ 6.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
▲ 19.82%
6
Close
Jan 18, 2025
Toyota Motor
▼ 7.24%
3
Close
Jan 18, 2025
Huntington Bancshares
2.64%
▲ 42.55%
6
Buy
Jan 17, 2025
Coterra Energy
1.86%
▲ 7.16%
9
Sell
Jan 17, 2025
DuPont de Nemours
0.92%
▼ 15.16%
5
Buy
Jan 17, 2025
Linde
2.22%
▲ 1.03%
4
Buy
Jan 17, 2025
Uber Technologies
1.37%
▼ 5.14%
3
Buy
Jan 17, 2025
Ardmore Shipping
1.64%
▼ 10.40%
16
Sell
Jan 16, 2025
Danaher
1.62%
▼ 1.29%
4
Buy
Jan 14, 2025
CrowdStrike Holdings
▼ 3.32%
5
Close
Jan 12, 2025
Medtronic
▼ 0.09%
3
Sell
Jan 12, 2025
Home Depot
2.08%
▲ 8.16%
3
Buy
Jan 10, 2025
MP Materials
▼ 2.14%
5
Close
Jan 09, 2025
Genius Sports Limited
▲ 41.86%
6
Sell
Jan 09, 2025
Constellation Energy Corporation
▼ 2.70%
4
Close
Jan 09, 2025
Q2 Holdings
▼ 4.03%
2
Sell
Jan 09, 2025
Lazard
2.74%
▲ 7.86%
6
Buy
Jan 08, 2025
Palo Alto Networks
1.8%
▼ 8.80%
5
Sell
Jan 08, 2025
IShares Bitcoin Trust Registered
0.1%
▲ 3.33%
6
Sell
Jan 08, 2025
Cameco
1.75%
▲ 21.33%
9
Sell
Jan 08, 2025