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JULIUS - New Portfolio

JULIUS
Individual Investor
Ranked #162,537 out of 858,896 TipRanks' Investors
Success Rate
70%
213 out of 305
profitable transactions
Average Return
4.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.08%
6-Month Return▲ 11.72%
12-Month Return▲ 73.66%
YTD Return▼ 3.99%
Total Return▲ 30.33%

Best Trade

Opened at
Closed at-
Gain▲ 752.13%

Bio

Aggressive

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.91%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.39%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.84%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.94%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.48%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.73%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.32%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.91%
▲ 10.96%▲ 2.38%▲ 5.39%
▼ 3.68%▲ 0.19%▲ 3.12%
▼ 0.10%▲ 0.08%▲ 3.84%
▲ 4.06%▲ 1.47%▼ 2.94%
▼ 1.12%▼ 0.86%▲ 0.48%
▲ 0.60%▼ 4.94%▼ 4.73%
▲ 4.89%▲ 4.48%▲ 3.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mercadolibre
3.42%
0.00%
1
Open
Apr 10, 2026
Dycom
▲ 9.68%
2
Close
Apr 09, 2026
Micron
1.74%
▲ 13.12%
2
Buy
Apr 07, 2026
Microsoft
6.23%
▲ 13.69%
7
Buy
Apr 06, 2026
Accenture
▲ 6.75%
2
Close
Mar 04, 2026
Workday
▲ 7.01%
7
Close
Mar 04, 2026
e.l.f. Beauty
2.26%
▲ 15.68%
4
Open
Feb 27, 2026
Wolters Kluwer N.V.
▲ 10.76%
2
Close
Feb 26, 2026
Invesco Physical Gold ETC
3.15%
▼ 6.66%
1
Open
Feb 24, 2026
SOL SPA
▲ 1.76%
4
Close
Feb 23, 2026
Keurig Dr Pepper
▲ 1.90%
10
Close
Feb 20, 2026
Sezzle Inc.
▼ 7.17%
2
Close
Feb 20, 2026
Skyward Specialty Insurance Group, Inc.
▲ 4.43%
2
Close
Feb 20, 2026
BlackRock Systematic Global Equity High Income UCITS ETF Accum- USD
1.57%
▼ 0.05%
1
Open
Feb 20, 2026
Banca Mediolanum SpA
3.43%
▲ 4.57%
1
Open
Feb 17, 2026
Unipol Gruppo Finanziario SpA
▲ 1.64%
2
Close
Feb 16, 2026
Mediobanca Banca di Credito Finanziario S.p.A.
▲ 3.80%
3
Close
Feb 13, 2026
Boston Scientific
4.12%
▼ 15.90%
1
Open
Feb 11, 2026
S&P Global
2.29%
▲ 1.28%
5
Open
Feb 10, 2026
Futu Holdings
2.85%
▼ 4.80%
3
Open
Feb 10, 2026