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JULIUS - New Portfolio

JULIUS
Individual Investor
Ranked #192,589 out of 825,227 TipRanks' Investors
Success Rate
69%
169 out of 246
profitable transactions
Average Return
4.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.25%
6-Month Return▲ 57.91%
12-Month Return▲ 29.04%
YTD Return▲ 35.81%
Total Return▲ 28.73%

Best Trade

Opened at
Closed at-
Gain▲ 401.19%

Bio

Aggressive

Performance

19.86%0-19.86%
▼ 6.38%
▼ 5.57%
▼ 12.38%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.48%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 19.86%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.87%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.48%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.01%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.91%
Sep 2025
▲ 10.60%
▲ 2.86%
▲ 7.02%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 12.38%
▲ 0.80%▼ 0.87%▲ 3.48%
▲ 11.63%▲ 6.28%▲ 19.86%
▲ 9.25%▲ 5.14%▲ 7.87%
▲ 7.60%▲ 2.30%▲ 5.48%
▲ 2.76%▲ 2.05%▲ 7.01%
▲ 12.88%▲ 3.56%▲ 0.91%
▲ 10.60%▲ 2.86%▲ 7.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Royalty Pharma
▲ 2.50%
2
Close
Oct 24, 2025
Limbach Holdings
▲ 3.92%
4
Close
Oct 24, 2025
NatWest Group
▲ 6.38%
2
Close
Oct 24, 2025
Mattel
5.4%
▲ 1.23%
2
Buy
Oct 24, 2025
Omnicom Group
2.91%
▲ 0.25%
1
Open
Oct 24, 2025
Sportradar Group AG
▲ 8.89%
3
Close
Oct 23, 2025
Karooooo
6.63%
▲ 12.11%
6
Buy
Oct 22, 2025
Civista Bancshares
▲ 4.76%
2
Close
Oct 22, 2025
Progress Software
4.96%
▲ 0.11%
1
Open
Oct 22, 2025
Workday
▲ 5.50%
5
Close
Oct 21, 2025
Columbia Banking System
▼ 2.48%
2
Close
Oct 21, 2025
Gen Digital
5.1%
▼ 1.90%
1
Open
Oct 21, 2025
Amer Sports, Inc.
▼ 17.60%
2
Close
Oct 20, 2025
The Chefs' Warehouse
▲ 2.32%
5
Close
Oct 13, 2025
Futu Holdings
▼ 7.18%
2
Close
Oct 13, 2025
Leonardo Drs
▲ 0.61%
3
Close
Oct 13, 2025
Valvoline
4.04%
▼ 4.71%
1
Open
Oct 13, 2025
Federal Agricultural
3.16%
▼ 0.44%
1
Open
Oct 13, 2025
Fastenal Company
1.81%
▲ 0.50%
1
Open
Oct 13, 2025
DXP Enterprises
▲ 9.91%
2
Close
Oct 02, 2025