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JULIUS - New Portfolio

JULIUS
Individual Investor
Ranked #168,339 out of 849,613 TipRanks' Investors
Success Rate
70%
197 out of 280
profitable transactions
Average Return
5.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.73%
6-Month Return▲ 20.77%
12-Month Return▲ 38.04%
YTD Return▼ 0.85%
Total Return▲ 34.59%

Best Trade

Opened at
Closed at-
Gain▲ 755.12%

Bio

Aggressive

Performance

12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 5.39%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 3.10%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.84%
Dec 2025
▲ 3.05%
▲ 1.43%
▼ 0.85%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 7.87%
▲ 7.60%▲ 2.30%▲ 5.48%
▲ 2.76%▲ 2.05%▲ 7.01%
▲ 12.88%▲ 3.56%▲ 0.91%
▲ 10.96%▲ 2.38%▲ 5.39%
▼ 3.58%▲ 0.19%▲ 3.10%
▼ 0.10%▲ 0.08%▲ 3.84%
▲ 3.05%▲ 1.43%▼ 0.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fastenal Company
▲ 3.87%
2
Close
Jan 16, 2026
Mediobanca Banca di Credito Finanziario S.p.A.
1.81%
▼ 4.85%
1
Open
Jan 14, 2026
Vertiv Holdings
2.02%
▲ 27.99%
5
Open
Jan 12, 2026
Datadog
1.78%
▲ 4.10%
3
Open
Jan 12, 2026
Intesa Sanpaolo SpA
▲ 7.29%
2
Close
Jan 12, 2026
Resmed
▲ 2.54%
2
Close
Jan 09, 2026
Cormedix
1.62%
▼ 25.46%
2
Buy
Jan 09, 2026
Zevra Therapeutics
1.7%
▲ 5.18%
1
Open
Jan 09, 2026
d'Amico International Shipping S.A.
▲ 6.70%
2
Close
Jan 08, 2026
Palantir Technologies
4%
▼ 3.34%
1
Open
Jan 08, 2026
Grand Canyon Education
▲ 3.47%
7
Close
Jan 06, 2026
Arthur J Gallagher & Co
▼ 13.06%
2
Close
Jan 06, 2026
SOL SPA
6.74%
▲ 2.28%
2
Buy
Jan 06, 2026
Palomar Holdings
1.57%
▼ 1.71%
1
Open
Jan 06, 2026
Neurocrine
1.55%
▼ 3.61%
1
Open
Jan 06, 2026
TSMC
▲ 8.06%
4
Close
Dec 26, 2025
Visa
▲ 3.14%
2
Close
Dec 26, 2025
S&P Global
▲ 0.01%
4
Close
Dec 23, 2025
Dave
▲ 3.42%
5
Close
Dec 23, 2025
Progress Software
▼ 6.22%
3
Close
Dec 23, 2025