JULIUS - New Portfolio

JULIUS
Individual Investor
Ranked #441,491 out of 764,637 TipRanks' Investors
Success Rate
45%
24 out of 53
profitable transactions
Average Return
-2.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.49%
6-Month Return-
12-Month Return-
YTD Return▼ 5.03%
Total Return▼ 5.03%

Best Trade

Opened at
Closed at
Gain▲ 37.44%

Bio

Aggressive

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.86%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 5.38%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.15%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.29%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%▲ 2.86%
▲ 7.82%▲ 2.10%▼ 5.38%
▲ 6.02%▼ 0.89%▼ 2.15%
▼ 2.57%▲ 0.42%▼ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Roblox
▲ 13.60%
2
Close
Oct 31, 2024
Palo Alto Networks
3.42%
▲ 0.64%
1
Open
Oct 31, 2024
Cadre Holdings
▲ 4.04%
3
Close
Oct 29, 2024
Dell Technologies
9.23%
▲ 7.60%
1
Open
Oct 29, 2024
Dutch Bros Inc
▲ 9.89%
2
Close
Oct 28, 2024
Ferguson PLC
1.87%
▲ 0.37%
1
Open
Oct 28, 2024
Affirm Holdings
▲ 36.54%
3
Close
Sep 25, 2024
DraftKings
▲ 15.07%
3
Close
Sep 25, 2024
Gap Inc
6.3%
▲ 2.36%
1
Open
Sep 25, 2024
e.l.f. Beauty
6.73%
▼ 5.90%
1
Open
Sep 25, 2024
Chipotle
5.73%
▲ 2.38%
1
Open
Sep 20, 2024
Roivant Sciences
▲ 5.67%
3
Close
Sep 09, 2024
APi Group
2.27%
▼ 0.83%
3
Buy
Aug 30, 2024
Tango Therapeutics
0.26%
▼ 53.69%
1
Open
Aug 29, 2024
Tradeweb Markets
▼ 0.22%
3
Close
Aug 26, 2024
Nu Holdings
▲ 1.46%
3
Close
Aug 26, 2024
Booz Allen
▼ 0.63%
3
Close
Aug 26, 2024
Marathon Petroleum
5%
▼ 17.36%
1
Open
Aug 26, 2024
Pactiv Evergreen
4.86%
▼ 1.82%
2
Buy
Aug 25, 2024
Passage Bio
0.19%
▼ 19.82%
2
Buy
Aug 25, 2024