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Individual Brokerage -1570 - New Portfolio

PerformancePortfolio Details

Julian

Individual Brokerage -1570
Individual Investor
Ranked #255,838 out of 788,174 TipRanks' Investors
Success Rate
53%
161 out of 302
profitable transactions
Average Return
13.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.29%
6-Month Return▲ 13.32%
12-Month Return▲ 34.95%
YTD Return▲ 4.85%
Total Return▲ 57.18%

Best Trade

AssetApple (AAPL)
Opened at
Closed at-
Gain▲ 579.84%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 5.25%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.29%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.85%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 6.01%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 7.77%
Jan 2025
▼ 8.93%
▲ 1.85%
▼ 2.71%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.25%
▼ 13.14%▲ 2.34%▲ 0.66%
▲ 2.93%▲ 2.10%▲ 6.29%
▲ 9.99%▼ 0.89%▼ 0.42%
▲ 26.04%▲ 5.96%▲ 6.85%
▲ 5.81%▼ 2.41%▼ 6.01%
▲ 4.98%▲ 2.69%▲ 7.77%
▼ 8.93%▲ 1.85%▼ 2.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DHR
Danaher
―
▲ 0.22%
5
Sell
Jan 25, 2025
DD
DuPont de Nemours
―
▼ 8.83%
7
Close
Jan 25, 2025
GEHC
GE Healthcare Technologies Inc
1.77%
▼ 8.79%
6
Sell
Jan 24, 2025
AAPL
Apple
3.59%
▲ 114.93%
9
Sell
Jan 24, 2025
UBER
Uber Technologies
1.82%
▲ 17.44%
4
Buy
Jan 24, 2025
TM
Toyota Motor
1.44%
▼ 4.80%
5
Buy
Jan 24, 2025
ASC
Ardmore Shipping
1.71%
▼ 25.86%
18
Buy
Jan 23, 2025
BA
Boeing
0.88%
▼ 5.07%
3
Buy
Jan 23, 2025
CRWD
CrowdStrike Holdings
1.37%
▲ 2.97%
6
Buy
Jan 23, 2025
ALL
Allstate
―
▼ 1.34%
2
Close
Jan 23, 2025
NLCP
NewLake Capital Partners
0.72%
▼ 8.78%
1
Buy
Jan 23, 2025
LHX
L3Harris Technologies
0.96%
▼ 10.75%
1
Buy
Jan 23, 2025
LRCX
Lam Research
0.99%
▲ 9.12%
1
Buy
Jan 23, 2025
LYB
LyondellBasell
0.87%
▲ 0.01%
1
Buy
Jan 23, 2025
CTRE
CareTrust REIT
0.81%
▼ 3.68%
1
Buy
Jan 23, 2025
CTRA
Coterra Energy
1.81%
▼ 8.05%
10
Buy
Jan 21, 2025
DIS
Walt Disney
―
▲ 19.82%
6
Sell
Jan 18, 2025
HBAN
Huntington Bancshares
2.42%
▼ 0.26%
6
Buy
Jan 17, 2025
LIN
Linde
2.23%
▲ 3.56%
4
Buy
Jan 17, 2025
MDT
Medtronic
―
▼ 0.09%
3
Sell
Jan 12, 2025