PORTFOLIO PERFORMANCE & CUSTOMIZATION
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-35,3%
Total Return
Total Accumulated Return Since Inception.
-15,71%
Annual Return
Average Annual/Annualized Return (AAR)
-2.9628
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
48.8521
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
16.5449
SD
Annualized Standard Deviation of the portfolio daily rate of return
1.7942
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
5
3
5
10
LEVERAGE
1 means NO leverage; 1,25 means using 25 cents of borrowed money on top of every 1 dollar invested
1.50
1.00
1.25
1.5
1.75
2.00
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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Created with Highcharts 10.2.0PORTFOLIOShanghai CompositeJan '23May '23Sep '23Jan '24May '24Sep '24Jan '25202320242025-100%-50%0%50%
NEW & PENDING STOCK PICKS
Up to date information. Next scheduled updates: EQUITIES:January 06 at around 8p.m. New York time. FOREX:January 05 at around 8p.m. New York time. CRYPTO:January 04 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
000792
Buy Date
Dec 4, 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
17,44
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
-1,38%
Ticker
PEND
002459
Buy Date
Dec 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
14,51
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
-2,14%
Ticker
PEND
002812
Buy Date
Dec 4, 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
35,67
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
-3,38%
Ticker
PEND
601138
Buy Date
Oct 21, 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
26,2
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
-5,38%
Ticker
PEND
601857
Buy Date
Oct 23, 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
8,48
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
1,08%
Total unrealized:
-11,2%
HISTORY OF STOCK PICKS SINCE INCEPTION
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Ticker
300014300015300059300122300124300142300274300498600009600048600104600150600188600809600887601012601088601138601225601328601601601628601658601766601857601899601919601995601998603259603288688223688235688599000651002466002812000002003816002475000568002049000001002129002714002459002142002415002493002594002460002304
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
300274
Buy Date
Oct 22, 2024
Price
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94
Sell Date
Dec 25, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
77,9
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-4,23%
Ticker
HIST
300122
Buy Date
Oct 11, 2024
Price
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31,55
Sell Date
Dec 4, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
28,74
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-2%
Ticker
HIST
000651
Buy Date
Nov 6, 2024
Price
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42,84
Sell Date
Dec 4, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
42,63
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,12%
Ticker
HIST
300015
Buy Date
Oct 11, 2024
Price
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14,27
Sell Date
Nov 6, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
15,15
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
1,39%
Ticker
HIST
300142
Buy Date
Oct 21, 2024
Price
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14,9
Sell Date
Oct 22, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
14,99
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,15%
Total Realized:
-24,1%