PORTFOLIO PERFORMANCE & CUSTOMIZATION
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209,38%
Total Return
Total Accumulated Return Since Inception.
95,06%
Annual Return
Average Annual/Annualized Return (AAR)
87,62%
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
69,01%
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
246,31%
SD
Annualized Standard Deviation of the portfolio daily rate of return
19,9
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 price at around 20:00 NY time at the pre-announced date.
Sell Date
Price
The sell or buy price always represents the closing price at around 20:00 NY time at 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
WAVES
Buy Date
Dec 17, 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
1,55
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
-3,2%
Ticker
PEND
DASH
Buy Date
Dec 17, 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
38,77
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
-1,65%
Ticker
PEND
ENJ
Buy Date
Dec 17, 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
0,25
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
-6,02%
Ticker
PEND
AAVE
Buy Date
Dec 17, 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
340,76
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
-2,99%
Ticker
PEND
EOS
Buy Date
Dec 17, 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
0,9
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
-5,84%
Total unrealized:
-19,7%
HISTORY OF STOCK PICKS SINCE INCEPTION
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Ticker
NEOMIOTAQNTEOSVETDASHHBARTRXFILLTCUNIADAALGOSANDXTZMANADOTXLMDOGEXRPTHETAFTMCHZAAVEAPEAVAXCAKELDOSNXEGLDXMRICPSTXRUNEZECMATICMKRWAVESGRTNEARBSVETCSHIBENJBATCRVSOLLINKAXSBNBETHLEOFTT
Buy Date
Price
The sell or buy price always represents the closing price at around 20:00 NY time at the pre-announced date.
Sell Date
Price
The sell or buy price always represents the closing price at around 20:00 NY time at 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
NEO
Buy Date
Dec 17, 2024
Price
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15,51
Sell Date
Dec 12, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
18,75
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
13,1%
Ticker
HIST
MIOTA
Buy Date
Dec 17, 2024
Price
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0,33
Sell Date
Dec 12, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,42
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
17,13%
Ticker
HIST
QNT
Buy Date
Dec 17, 2024
Price
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114,72
Sell Date
Dec 12, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
142,61
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
14,82%
Ticker
HIST
EOS
Buy Date
Dec 17, 2024
Price
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0,9
Sell Date
Dec 12, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
1,1
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
14,03%
Ticker
HIST
VET
Buy Date
Dec 17, 2024
Price
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0,05
Sell Date
Dec 12, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,06
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
12,03%
Total Realized:
229,08%