JW
Julie Walsh Portfolio
Invests via DE BURLO GROUP Inc. | Managed by Julie Walsh
Invests via DE BURLO GROUP Inc.
Managed by Julie Walsh
Automatically Tracked
Julie Walsh Profile
Julie Walsh is a seasoned entrepreneur known for her expertise in scaling technology startups. With a robust background in software development and business strategy, she has successfully navigated the complexities of launching innovative digital solutions. Over the years, Julie has led teams that focus on product development and market entry strategies, positioning them as key players in competitive tech landscapes. Her commitment to fostering growth within her ventures makes her an influential figure among emerging businesses seeking to disrupt traditional markets.
Julie Walsh is a seasoned entrepreneur known for her expertise in scaling technology startups. With a robust background in software development and business strategy, she has successfully navigated the complexities of launching innovative digital solutions. Over the years, Julie has led teams that focus on product development and market entry strategies, positioning them as key players in competitive tech landscapes. Her commitment to fostering growth within her ventures makes her an influential figure among emerging businesses seeking to disrupt traditional markets.
Investment Philosophy & Strategy
Innovation is at the core of Julie Walsh's approach to investment. With a background in software development and strategic execution, she identifies transformative technologies poised for market disruption. Her keen insight into startup dynamics enables her to cultivate businesses that thrive on agility and creativity. By emphasizing scalable solutions, she champions ventures that offer novel products and services tailored to evolving consumer needs. This forward-thinking mindset not only fuels growth but also drives operational excellence within her portfolio, positioning investments for long-term success in competitive arenas.
Innovation is at the core of Julie Walsh's approach to investment. With a background in software development and strategic execution, she identifies transformative technologies poised for market disruption. Her keen insight into startup dynamics enables her to cultivate businesses that thrive on agility and creativity. By emphasizing scalable solutions, she champions ventures that offer novel products and services tailored to evolving consumer needs. This forward-thinking mindset not only fuels growth but also drives operational excellence within her portfolio, positioning investments for long-term success in competitive arenas.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
223.32%
Gain +0.44%
Monthly
1.34%
Yearly
17.3%
Drawdown
32.97%
$1.08B
Equity
Holdings
$1.08B
Investment
$730.54M
$1.37B
Profit +$2.34M
Realized
$1.02B
Unrealized
$353.9M
Dividends
$193.1M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.44%
Profit
$2.34M
Win %
74%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$9.67M
Win %
74%
This Month
Compared to last month
Gain
-1.17%
Profit
-$12.98M
Win %
74%
This Year
Compared to last year
Gain
23.95%
Profit
$41.54M
Win %
70%
CORZ Core Scientific, Inc.
+7.04%
+$231,423.8 
SEI Solaris Energy Infrastructure Inc.
+7.01%
+$266,544 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+5.28%
+$197,432.15 
RIOT Riot Platforms, Inc.
+4.92%
+$173,048 
INTC Intel Corporation
+4.56%
+$224,047.25 
EW Edwards Lifesciences Corporation
+4.05%
+$66,037.57 
TER Teradyne, Inc.
+3.6%
+$199,599.58 
IREN IREN Limited
+3.55%
+$217,562.5 
AMD Advanced Micro Devices, Inc.
+3.51%
+$1.38M 
SANM Sanmina Corporation
+3.32%
+$68,793.51 
GE General Electric Company
+3.18%
+$49,391.07 
ANET Arista Networks, Inc.
+3.03%
+$77,237.55 
SNOW Snowflake Inc.
+3.03%
+$220,049.77 
CLSK CleanSpark, Inc.
+2.97%
+$77,137.5 
SNPS Synopsys, Inc.
+2.89%
+$142,441.87 
DY Dycom Industries Inc.
+2.83%
+$769,272 
IART Integra LifeSciences Holdings Corporation
+2.55%
+$5,785.2 
CLS Celestica Inc.
+2.49%
+$367,996 
SYK Stryker Corporation
+2.05%
+$4,710.7 
HON Honeywell International Inc.
+1.98%
+$84,738.18 
FMCC Freddie Mac
+1.75%
+$436 
XOVR ERShares Private-Public Crossover ETF
+1.68%
+$423,315 
MBI MBIA Inc.
+1.67%
+$1,350 
SWK Stanley Black & Decker Inc.
+1.61%
+$174,274.1 
GILD Gilead Sciences Inc.
+1.6%
+$13,473.72 
NVDA NVIDIA Corporation
+1.54%
+$176,040.45 
PANW Palo Alto Networks, Inc.
+1.43%
+$47,060.84 
TSLA Tesla, Inc.
+1.35%
+$60,959.56 
BN Brookfield Corporation
+1.29%
+$214,608 
SHW The Sherwin-Williams Company
+1.25%
+$8,787 
VLTO Veralto Corporation
+1.23%
+$4,740.84 
TMO Thermo Fisher Scientific Inc.
+1.19%
+$71,886.96 
EWJ iShares MSCI Japan ETF
+1.15%
+$40,028.5 
ABT Abbott Laboratories
+1.07%
+$331,705.76 
AZN AstraZeneca PLC American Depositary Shares
+1.05%
+$9,808.86 
STE STERIS plc
+1.02%
+$6,906.9 
GIS General Mills, Inc.
+1.01%
+$2,960 
META Meta Platforms Inc Class A
+0.91%
+$96,153.91 
PG Procter & Gamble Co
+0.84%
+$11,997.42 
IEMG iShares Core MSCI Emerging Markets ETF
+0.82%
+$83,283.5 
CHD Church & Dwight Co., Inc.
+0.77%
+$18,408.41 
ATO Atmos Energy Corporation
+0.77%
+$245,440.79 
ASML ASML Holding N.V. New York Registry Shares
+0.71%
+$31,865.46 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$24,684.35 
AMT American Tower Corporation
+0.7%
+$12,400 
TT Trane Technologies plc
+0.7%
+$56,979.81 
RGA Reinsurance Group of America, Inc.
+0.67%
+$5,036.72 
ECL Ecolab Inc.
+0.66%
+$3,366.98 
NBIX Neurocrine Biosciences Inc.
+0.64%
+$4,456.97 
GS The Goldman Sachs Group, Inc.
+0.63%
+$88,128.29 
CWST Casella Waste Systems Inc.
+0.62%
+$1,736 
AMGN Amgen Inc.
+0.61%
+$302,451.2 
AAPL Apple Inc.
+0.58%
+$238,863.62 
CSCO Cisco Systems, Inc.
+0.53%
+$26,245 
MRK Merck & Co., Inc.
+0.51%
+$20,614.29 
LLY Eli Lilly and Company
+0.49%
+$399,809.75 
CL Colgate-Palmolive Company
+0.49%
+$20,400 
NVS Novartis AG Sponsored ADR
+0.36%
+$22,543.2 
AIG American International Group Inc.
+0.36%
+$300.42 
MAS Masco Corporation
+0.36%
+$3,803.87 
MU Micron Technology, Inc.
+0.35%
+$17,371.05 
LNC Lincoln National Corporation
+0.34%
+$5,190 
SPY SPDR S&P 500 ETF Trust
+0.34%
+$6,984.97 
LIN Linde plc
+0.31%
+$1,193.11 
APH Amphenol Corporation
+0.31%
+$23,808 
DHR Danaher Corporation
+0.26%
+$7,831.62 
MELI MercadoLibre, Inc.
+0.24%
+$15,365 
CINF Cincinnati Financial Corporation
+0.23%
+$33,645.54 
JNJ Johnson & Johnson
+0.21%
+$759.8 
ORLY O'Reilly Automotive Inc.
+0.21%
+$15,570 
MFC Manulife Financial Corporation
+0.18%
+$4,925.28 
AVGO Broadcom Inc.
+0.17%
+$17,231.97 
AWK American Water Works Company, Inc.
+0.1%
+$1,037.12 
U Unity Software Inc.
+0.07%
+$5,070.29 
GOOGL Alphabet Inc
+0.06%
+$20,745.75 
CEG Constellation Energy Corporation
+0.06%
+$2,325 
VRTX Vertex Pharmaceuticals Incorporated
+0.03%
+$616.2 
ABBV AbbVie Inc.
+0.01%
+$1,041.33 
QCOM QUALCOMM Incorporated
+0.01%
+$422.34 
FNMA Fannie Mae
0%
$0 
NSRGY Nestle S.A. Sponsored ADR
0%
$0 
CREE Cree Inc
0%
$0 
UTX United Technologies Corp
0%
$0 4418
441815107
0%
$0 NFB
NFB
0%
$0 NT
NT
0%
$0 CCU
CCU
0%
$0 EP
EP
0%
$0 0018
00184A105
0%
$0 BRL
BRL
0%
$0 EMC
EMC
0%
$0 ESRX
ESRX
0%
$0 STI
STI
0%
$0 MHFI
MHFI
0%
$0 SBL
SBL
0%
$0 WAMU
WAMUQ
0%
$0 GENZ
GENZ
0%
$0 ELN
ELN
0%
$0 HMA
HMA
0%
$0 SFA
SFA
0%
$0 BMS
BMS
0%
$0 EOP
EOP
0%
$0 7474
747402105
0%
$0 G
G
0%
$0 DISH
DISH
0%
$0 SPXC
SPXC
0%
$0 9031
903192102
0%
$0 6040
604059105
0%
$0 HCP
HCP
0%
$0 TNL
TNL
0%
$0 JCI
JCI
0%
$0 7476
74762E106
0%
$0 CMOP
CMOPRB
0%
$0 0673
06738C836
0%
$0 5453
545361073
0%
$0 H892
H892OG155
0%
$0 
FSLR First Solar, Inc.
-4.96%
-$20,090 
DVN Devon Energy Corporation
-4.01%
-$213,416 
HAIN The Hain Celestial Group, Inc.
-3.83%
-$3,542.7 
EQT EQT Corporation
-3.03%
-$139,265 
UPS United Parcel Service, Inc.
-2.79%
-$75,218 
XOM Exxon Mobil Corporation
-2.64%
-$6,978.81 
ADBE Adobe Inc.
-2.12%
-$10,199.3 
INTU Intuit Inc.
-2.08%
-$125,834.32 
AXP American Express Company
-2.06%
-$133,499.6 
VZ Verizon Communications Inc.
-2.02%
-$49,767.46 
BOOT Boot Barn Holdings, Inc.
-1.92%
-$18,525 
CI The Cigna Group
-1.89%
-$9,047.2 
BAC Bank of America Corporation
-1.86%
-$30,507.24 
ADSK Autodesk, Inc.
-1.73%
-$193,541.94 
LPLA LPL Financial Holdings Inc.
-1.68%
-$5,174.99 
CRM Salesforce Inc
-1.68%
-$29,266.48 
FITB Fifth Third Bancorp
-1.67%
-$3,464.19 
USB U.S. Bancorp
-1.57%
-$26,540.47 
BJ BJ's Wholesale Club Holdings, Inc.
-1.54%
-$43,217.44 
BLD TopBuild Corp
-1.45%
-$8,985.14 
ROP Roper Technologies Inc.
-1.32%
-$45,464.1 
NVO Novo Nordisk A/S Sponsored ADR
-1.29%
-$8,387.5 
MCK McKesson Corporation
-1.12%
-$1.21M 
V Visa Inc. Class A
-1.05%
-$89,587.72 
NFLX Netflix, Inc.
-0.78%
-$3,501.4 
CHKP Check Point Software Technologies Ltd.
-0.76%
-$14,715.86 
MSFT Microsoft Corp.
-0.67%
-$224,711.73 
PAYX Paychex Inc.
-0.63%
-$55,241.75 
MA Mastercard Incorporated
-0.58%
-$44,679.26 
C Citigroup Inc.
-0.52%
-$4,402 
NEE NextEra Energy, Inc.
-0.51%
-$1,845 
JPM JPMorgan Chase & Co.
-0.44%
-$14,850.45 
LULU lululemon athletica inc.
-0.41%
-$802 
WY Weyerhaeuser Company
-0.38%
-$30,855 
ADP Automatic Data Processing Inc.
-0.36%
-$2,013.66 
RSG Republic Services, Inc.
-0.3%
-$1,077.35 
UNP Union Pacific Corporation
-0.29%
-$800.11 
KO The Coca-Cola Company
-0.28%
-$28,549.5 
AMZN Amazon.com Inc
-0.27%
-$58,852.2 
SPG Simon Property Group, Inc.
-0.13%
-$30,383.71 
COST Costco Wholesale Corporation
-0.13%
-$14,283.64 
MDT Medtronic plc
-0.12%
-$10,933.12 
CRWD CrowdStrike Holdings, Inc.
-0.07%
-$7,200.4 
SEIC SEI Investments Company
-0.07%
-$20,455.52 
PFE Pfizer Inc.
-0.05%
-$958.43 
BBT Beacon Financial Corporation
-0.03%
-$1,559.07 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6953 | Longs Won 4289/6953 61% | Profit Factor 3.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.17M |
| Average Win $437,342.25 | Best Trade (Aug 17) $34.88M | Sharpe Ratio -18.05 |
| Average Loss -$192,556.31 | Worst Trade (Mar 31) -$9.39M | Z-Score -27.46 (100%) |
| Commissions $0 | Avg. Trade Length 3y 1w | Expectancy $197,566.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0018 00184A105 | 164,600 | $3.58M | $2.49M | - | -$1.09M | -30.47% | 0.0 |
| 0673 06738C836 | 10,240 | $269,000 | $26,410.24 | - | -$242,589.76 | -90.18% | 0.0 |
| 4418 441815107 | 75,000 | $4.5M | $372,822.13 | - | -$4.12M | -91.71% | 0.0 |
| 5453 545361073 | 43,970 | $1.24M | $1.24M | - | - | - | 0.0 |
| 6040 604059105 | 4,100 | $485,000 | $472,000 | - | -$13,000 | -2.68% | 0.0 |
| 7474 747402105 | 8,900 | $812,000 | $812,000 | - | - | - | 0.0 |
| 7476 74762E106 | 62,200 | $1.37M | $1.37M | - | - | - | 0.0 |
| 9031 903192102 | 78,900 | $2.53M | $2.53M | - | - | - | 0.0 |
| AAPL Apple Inc. | 124,085 | $22.41M | $41.35M | - | $18.94M | 84.5% | +0.581% |
| ABBV AbbVie Inc. | 26,039 | $3.44M | $6.85M | - | $3.41M | 98.95% | +0.015% |
| ABT Abbott Laboratories | 304,316.93 | $32.09M | $31.38M | - | -$713,104.67 | -2.22% | +1.068% |
| ADBE Adobe Inc. | 1,868 | $514,073.66 | $471,296.4 | - | -$42,777.26 | -8.32% | -2.118% |
| ADP Automatic Data Processing Inc. | 2,034 | $486,056.71 | $560,448.36 | - | $74,391.65 | 15.31% | -0.358% |
| ADSK Autodesk, Inc. | 49,436 | $15.47M | $11M | - | -$4.47M | -28.87% | -1.728% |
| AIG American International Group Inc. | 1,092.45 | $1.19M | $83,304.77 | - | -$1.11M | -92.99% | +0.362% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 14,800 | $7.15M | $3.94M | - | -$3.21M | -44.95% | +5.282% |
| AMD Advanced Micro Devices, Inc. | 77,780 | $12.58M | $40.59M | - | $28.01M | 222.59% | +3.514% |
| AMGN Amgen Inc. | 132,945 | $8.27M | $50.24M | - | $41.97M | 507.62% | +0.606% |
| AMT American Tower Corporation | 9,920 | $2.13M | $1.78M | - | -$354,540.94 | -16.65% | +0.703% |
| AMZN Amazon.com Inc | 89,170 | $17.44M | $22.09M | - | $4.65M | 26.67% | -0.266% |
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FAQ
Which stocks have generated the highest profits for Julie Walsh?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $80.76M, McKesson Corporation - $55.41M, Eli Lilly and Company - $43.82M, Microsoft Corp - $39.15M, and Abbott Laboratories - $33.23M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Novo Nordisk A/S Sponsored ADR - $16.58M, FIRST REPUBLIC BK D/S N - $11.64M, 00184A105 - $6.11M, The Walt Disney Company - $5.65M, and GOOGL - $5.64M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Julie Walsh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $193.1M earned over time. The largest contributors to dividend income include Simon Property Group, Inc - $15.03M, Atmos Energy Corporation - $11.3M, Amgen Inc - $11.27M, Frontline plc - $10.22M, and Abbott Laboratories - $7.73M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Julie Walsh's monthly returns?
Julie Walsh's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Julie Walsh's strategy be considered aggressive or moderate?
Julie Walsh's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Julie Walsh's strategy?
Julie Walsh's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
