PORTFOLIO PERFORMANCE & CUSTOMIZATION
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-13,99%
Total Return
Total Accumulated Return Since Inception.
-6,35%
Annual Return
Average Annual/Annualized Return (AAR)
-14,75%
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
28,6%
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
33,35%
SD
Annualized Standard Deviation of the portfolio daily rate of return
37,4
Duration
Average trade duration (i.e. number of days the average position is kept open)
Portfolio Customization Tools
PORTFOLIO SIZE
Maximum number of stocks to be included in the EQUAL WEIGHT portfolio
LEVERAGE
1 means NO leverage; 1,25 means using 25 cents of borrowed money on top of every 1 dollar invested
COMPOUNDING
COMPOUNDING: ON - presumes that the total (growing or declining) account balance gets Reinvested. OFF - Presumes that exactly the same dollar amount gets invested all the time
PORTFOLIO vs INDEX COMPARISON
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NEW & PENDING STOCK PICKS
Up to date information. Next scheduled updates: EQUITIES:December 23 at around 8p.m. New York time. FOREX:December 22 at around 8p.m. New York time. CRYPTO:December 22 at around 8a.m. New York time.
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Ticker
NEW
PEND
HIST
Buy Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on the entire portfolio. (because it is an EQUAL WEIGHT portfolio, return is calculated as the return on a particular stock divided by the maximum number of stocks in the portfolio (portfolio size)
Ticker
PEND
K.TO
Buy Date
Nov 25, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
14,01
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-1,6%
Ticker
PEND
IVN.TO
Buy Date
Aug 29, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
17,97
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,93%
Ticker
PEND
CCO.TO
Buy Date
Sep 9, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
51,28
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
11,44%
Ticker
PEND
IMO.TO
Buy Date
Sep 2, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
98,71
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-2,75%
Ticker
PEND
BCE.TO
Buy Date
Nov 7, 2024
Price
The sell or buy price always represents the closing stock price on the pre-announced date
The sell or buy price always represents the closing stock price on the pre-announced date
39,49
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-4,7%
Total unrealized:
1,46%
HISTORY OF STOCK PICKS SINCE INCEPTION
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Ticker
DOO.TOTD.TOEDV.TOARX.TOAQN.TOTIXT.TOWPM.TOPOW.TOABX.TOFM.TOMG.TONTR.TOCAE.TOIVN.TOCCO.TOFFH.TOIMO.TOCVE.TOGWO.TOIFC.TOVET.TOTOU.TOWCP.TOFNV.TOAC.TOGIL.TOX.TOCTC.TOSAP.TOAEM.TOCM.TOTRP.TOIGM.TOCIGI.TOGFL.TOCPX.TOK.TOYRI.TOSU.TOBCE.TOBNS.TOENB.TO
Buy Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
Sell Date
Price
The sell or buy price always represents the closing stock price on the pre-announced date
% R
Represents return on the entire portfolio. (because it is an EQUAL WEIGHT portfolio, return is calculated as the return on a particular stock divided by the maximum number of stocks in the portfolio (portfolio size)
Ticker
HIST
DOO.TO
Buy Date
Sep 11, 2024
Price
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84,67
Sell Date
Nov 25, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
67
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
-5,16%
Ticker
HIST
TD.TO
Buy Date
Oct 20, 2024
Price
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elit. Ratione, iste?
78,44
Sell Date
Nov 7, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
78,91
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,19%
Ticker
HIST
EDV.TO
Buy Date
Oct 1, 2024
Price
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elit. Ratione, iste?
32,18
Sell Date
Oct 17, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
33,94
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
1,59%
Ticker
HIST
ARX.TO
Buy Date
Aug 29, 2024
Price
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24,94
Sell Date
Oct 1, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
23,6
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
-1,45%
Ticker
HIST
AQN.TO
Buy Date
Aug 29, 2024
Price
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elit. Ratione, iste?
7,31
Sell Date
Sep 11, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
7,32
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,04%
Total Realized:
-15,45%