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Individual Brokerage -1570 - New Portfolio

Julian

Individual Brokerage -1570
Individual Investor
Ranked #305,014 out of 796,015 TipRanks' Investors
Success Rate
47%
143 out of 302
profitable transactions
Average Return
7.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.54%
6-Month Return▼ 16.21%
12-Month Return▲ 8.72%
YTD Return▼ 12.15%
Total Return▲ 31.30%

Best Trade

Opened at
Closed at-
Gain▲ 459.02%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 6.29%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.43%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.74%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.19%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.64%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 5.85%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 6.29%
▲ 10.00%▼ 0.89%▼ 0.43%
▲ 25.98%▲ 5.96%▲ 6.74%
▲ 5.34%▼ 2.41%▼ 6.19%
▲ 5.99%▲ 2.69%▲ 6.10%
▼ 12.86%▼ 1.27%▼ 7.78%
▼ 1.80%▼ 5.57%▼ 4.64%
▼ 6.01%▼ 3.62%▼ 5.85%

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
1.36%
▼ 37.51%
6
Sell
Jan 24, 2025
Apple
3.27%
▲ 76.73%
9
Sell
Jan 24, 2025
Uber Technologies
1.86%
▲ 6.98%
4
Buy
Jan 24, 2025
Toyota Motor
1.56%
▼ 7.09%
5
Buy
Jan 24, 2025
Ardmore Shipping
1.62%
▼ 33.05%
18
Buy
Jan 23, 2025
Boeing
0.84%
▼ 12.31%
3
Buy
Jan 23, 2025
CrowdStrike Holdings
1.41%
▼ 0.86%
6
Buy
Jan 23, 2025
Allstate
▼ 1.34%
2
Close
Jan 23, 2025
NewLake Capital Partners
0.78%
▼ 10.98%
1
Buy
Jan 23, 2025
L3Harris Technologies
1.19%
▼ 0.01%
1
Buy
Jan 23, 2025
Lam Research
0.86%
▼ 16.11%
1
Buy
Jan 23, 2025
LyondellBasell
0.71%
▼ 26.93%
1
Buy
Jan 23, 2025
CareTrust REIT
1.02%
▲ 6.80%
1
Buy
Jan 23, 2025
Coterra Energy
1.78%
▼ 17.10%
10
Buy
Jan 21, 2025
Walt Disney
▲ 19.82%
6
Sell
Jan 18, 2025
Huntington Bancshares
2.2%
▼ 18.61%
6
Buy
Jan 17, 2025
Linde
2.43%
▲ 1.90%
4
Buy
Jan 17, 2025
Medtronic
▼ 0.09%
3
Sell
Jan 12, 2025