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JULIUS - New Portfolio

JULIUS
Individual Investor
Ranked #187,779 out of 818,742 TipRanks' Investors
Success Rate
68%
150 out of 220
profitable transactions
Average Return
3.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.30%
6-Month Return▲ 40.82%
12-Month Return▲ 18.67%
YTD Return▲ 24.93%
Total Return▲ 18.42%

Best Trade

Opened at
Closed at
Gain▲ 68.60%

Bio

Aggressive

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 8.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.38%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.48%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 19.86%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.87%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 5.48%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.01%
Aug 2025
▲ 8.21%
▲ 2.19%
▼ 0.66%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 8.75%
▼ 1.80%▼ 5.57%▼ 12.38%
▲ 1.84%▼ 0.87%▲ 3.48%
▲ 12.20%▲ 6.28%▲ 19.86%
▲ 6.24%▲ 5.14%▲ 7.87%
▲ 27.91%▲ 2.30%▲ 5.48%
▲ 4.87%▲ 2.05%▲ 7.01%
▲ 8.21%▲ 2.19%▼ 0.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Harmony Biosciences Holdings
▲ 2.57%
4
Close
Sep 17, 2025
Workday
▲ 5.14%
3
Close
Sep 17, 2025
The Chefs' Warehouse
▲ 5.18%
3
Close
Sep 17, 2025
EverQuote
▲ 3.36%
2
Close
Sep 17, 2025
Limbach Holdings
▲ 0.23%
2
Close
Sep 17, 2025
Ecolab
▼ 1.15%
2
Close
Sep 17, 2025
Byrna Technologies
▲ 2.40%
2
Close
Sep 17, 2025
NatWest Group
2.81%
0.00%
1
Open
Sep 17, 2025
Euroseas
4.53%
0.00%
1
Open
Sep 17, 2025
West Pharmaceutical Services
▲ 11.15%
2
Close
Sep 11, 2025
Karooooo
▲ 18.30%
4
Close
Sep 10, 2025
Duolingo
3.96%
▼ 2.36%
1
Open
Sep 10, 2025
Columbia Banking System
2.96%
▼ 1.53%
1
Open
Sep 10, 2025
Zoetis
3.03%
▼ 1.91%
1
Open
Sep 09, 2025
Healthequity
3.85%
▼ 0.84%
1
Open
Sep 08, 2025
Fifth Third Bancorp
▲ 6.49%
2
Close
Sep 05, 2025
Simply Good Foods
▼ 2.03%
2
Close
Sep 05, 2025
Dynatrace
3.97%
▼ 3.44%
1
Open
Sep 04, 2025
Opera
▲ 10.39%
2
Close
Sep 03, 2025
Marvell
▼ 0.88%
2
Close
Sep 03, 2025