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:
52.48%
Gain +0.08%
Monthly
0.39%
Yearly
4.73%
Drawdown
9.3%
$563.48M
Equity
Holdings
$563.48M
Investment
$176.64M
$386.84M
Profit +$472,338.8
Realized
-$0
Unrealized
$386.84M
Dividends
$100.41M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.08%
Profit
$472,338.8
Win %
78%
This Week
Compared To Last Week
Gain
0.08%
Profit
$472,338.8
Win %
78%
This Month
Compared to last month
Gain
0.08%
Profit
$472,338.8
Win %
78%
This Year
Compared to last year
Gain
6.61%
Profit
$34.91M
Win %
78%
INTC Intel Corporation
+5.28%
+$253,886.5 
FNMA Fannie Mae
+5.12%
+$25,994.41 
FMCC Freddie Mac
+4.57%
+$1,308 
CLS Celestica Inc.
+3.31%
+$466,066 
DY Dycom Industries Inc.
+2.03%
+$795,299.04 
GE General Electric Company
+1.74%
+$30,635.57 
SANM Sanmina Corporation
+1.65%
+$35,262.08 
C Citigroup Inc.
+1.17%
+$9,362 
SPY SPDR S&P 500 ETF Trust
+0.69%
+$14,000.25 
USB U.S. Bancorp
+0.57%
+$9,799.56 
KO The Coca-Cola Company
+0.52%
+$47,963.16 
AMGN Amgen Inc.
+0.47%
+$226,318.5 
ATO Atmos Energy Corporation
+0.39%
+$134,960 
CSCO Cisco Systems, Inc.
+0.38%
+$19,457.5 
SPG Simon Property Group, Inc.
+0.36%
+$93,401.77 
NSRGY Nestle S.A. Sponsored ADR
+0.34%
+$5,220 
QCOM QUALCOMM Incorporated
+0.29%
+$13,650 
ABT Abbott Laboratories
+0.25%
+$76,079.23 
SEIC SEI Investments Company
+0.13%
+$34,600 
MFC Manulife Financial Corporation
+0.07%
+$1,846.98 
00184A105
0%
$0 
06738C836
0%
$0 
441815107
0%
$0 
545361073
0%
$0 
604059105
0%
$0 
747402105
0%
$0 
74762E106
0%
$0 
903192102
0%
$0 
BMS
0%
$0 
BRL
0%
$0 
CCU
0%
$0 
CMOPRB
0%
$0 
CREE Cree Inc
0%
$0 
DISH
0%
$0 
ELN
0%
$0 
EMC
0%
$0 
EOP
0%
$0 
EP
0%
$0 
ESRX
0%
$0 
G
0%
$0 
GENZ
0%
$0 
H892OG155
0%
$0 
HCP
0%
$0 
HMA
0%
$0 
JCI
0%
$0 
MHFI
0%
$0 
NFB
0%
$0 
NT
0%
$0 
SBL
0%
$0 
SFA
0%
$0 
SPXC
0%
$0 
STI
0%
$0 
TNL
0%
$0 
UTX United Technologies Corp
0%
$0 
WAMUQ
0%
$0 
UPS United Parcel Service, Inc.
-2.56%
-$79,426 
HAIN The Hain Celestial Group, Inc.
-1.5%
-$1,234.8 
CL Colgate-Palmolive Company
-1.43%
-$63,600 
PAYX Paychex Inc.
-1.16%
-$98,619.5 
BBT Beacon Financial Corporation
-0.8%
-$38,197.21 
AIG American International Group Inc.
-0.71%
-$622.7 
MCK McKesson Corporation
-0.7%
-$586,672 
DVN Devon Energy Corporation
-0.7%
-$31,598 
MBI MBIA Inc.
-0.61%
-$720 
CHKP Check Point Software Technologies Ltd.
-0.58%
-$11,320 
MSFT Microsoft Corp.
-0.58%
-$39,672.17 
VZ Verizon Communications Inc.
-0.51%
-$10,527.73 
HON Honeywell International Inc.
-0.44%
-$20,816.58 
BAC Bank of America Corporation
-0.44%
-$6,210.98 
FITB Fifth Third Bancorp
-0.41%
-$908.64 
LLY Eli Lilly and Company
-0.38%
-$202,343.68 
NVS Novartis AG Sponsored ADR
-0.38%
-$25,891.2 
LNC Lincoln National Corporation
-0.28%
-$4,152 
MRK Merck & Co., Inc.
-0.27%
-$9,601.04 
CINF Cincinnati Financial Corporation
-0.23%
-$36,233.66 
BJ BJ's Wholesale Club Holdings, Inc.
-0.23%
-$6,342.5 
PFE Pfizer Inc.
-0.16%
-$2,555.76 
MDT Medtronic plc
-0.1%
-$7,951.36 
AXP American Express Company
-0.01%
-$399.7 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 79 | Longs Won 34/79 43% | Profit Factor 25.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.03M |
| Average Win $11.84M | Best Trade (Jul 31) $82.09M | Sharpe Ratio -51.68 |
| Average Loss -$347,973.41 | Worst Trade (Aug 03) -$7.02M | Z-Score -1.21 (77.45%) |
| Commissions $0 | Avg. Trade Length 25y 1m 1w 3d | Expectancy $4.9M |
| 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% | 0.08% | 3.39% |
| Consecutive Losing Trades | 1,618 | 1,456 | 1,294 | 1,133 | 971 | 809 | 647 | 485 | 324 | 162 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Julie Walsh?
The largest contributions to the portfolio's profits come from the following stocks: Simon Property Group, Inc - $13.56M, Amgen Inc - $10.91M, Atmos Energy Corporation - $8.97M, Abbott Laboratories - $7.11M, and Citigroup Inc - $6.77M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Julie Walsh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $100.41M earned over time. The largest contributors to dividend income include Simon Property Group, Inc - $13.56M, Amgen Inc - $10.91M, Atmos Energy Corporation - $8.97M, Abbott Laboratories - $7.11M, and Citigroup Inc - $6.77M. 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 appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Julie Walsh's strategy be considered aggressive or moderate?
Julie Walsh's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Julie Walsh's strategy?
Julie Walsh's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
