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JULIUS - New Portfolio

JULIUS
Individual Investor
Ranked #182,964 out of 809,057 TipRanks' Investors
Success Rate
66%
92 out of 139
profitable transactions
Average Return
3.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.62%
6-Month Return▲ 14.20%
12-Month Return-
YTD Return▲ 17.47%
Total Return▲ 11.35%

Best Trade

Opened at
Closed at
Gain▲ 62.32%

Bio

Aggressive

Performance

19.85%0-19.85%
▲ 5.10%
▼ 2.41%
▼ 11.79%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.16%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.39%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 19.85%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.87%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 5.52%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 11.79%
▲ 6.03%▲ 2.69%▲ 4.16%
▼ 12.86%▼ 1.27%▼ 8.75%
▼ 1.80%▼ 5.57%▼ 12.39%
▲ 1.84%▼ 0.87%▲ 3.41%
▲ 12.20%▲ 6.28%▲ 19.85%
▲ 6.24%▲ 5.14%▲ 7.87%
▲ 14.83%▲ 1.65%▲ 5.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
▼ 4.42%
6
Close
Jul 18, 2025
McDonald's
▲ 2.43%
3
Close
Jul 18, 2025
US Bancorp
6.08%
0.00%
1
Open
Jul 18, 2025
Autodesk
2.68%
0.00%
1
Open
Jul 18, 2025
Franklin Covey Company
▲ 0.60%
2
Close
Jul 17, 2025
Abbott Laboratories
3.76%
▲ 2.62%
1
Open
Jul 17, 2025
OneSpaWorld Holdings
▲ 4.27%
2
Close
Jul 16, 2025
Crexendo
2.08%
▼ 1.63%
2
Buy
Jul 16, 2025
Exlservice Holdings
2.54%
▲ 0.59%
1
Open
Jul 16, 2025
Trade Desk
▲ 16.28%
5
Close
Jul 15, 2025
Dell Technologies
▲ 7.65%
4
Close
Jul 11, 2025
Toll Brothers
2.15%
▲ 1.39%
3
Open
Jul 11, 2025
Huron Consulting
4.79%
▼ 1.68%
1
Open
Jul 11, 2025
Datadog
▲ 14.17%
2
Close
Jul 03, 2025
Lantheus
1.44%
▼ 12.73%
1
Open
Jul 03, 2025
Penumbra
7.22%
▼ 9.38%
2
Buy
Jul 02, 2025
Grand Canyon Education
6.83%
▼ 6.61%
2
Buy
Jul 02, 2025
First Solar
▲ 8.81%
2
Close
Jun 30, 2025
Trip.com Group Sponsored ADR
3.03%
▲ 3.55%
4
Open
Jun 27, 2025
TSMC
▲ 13.40%
2
Close
Jun 27, 2025