PORTFOLIO PERFORMANCE & CUSTOMIZATION
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52,24%
Total Return
Total Accumulated Return Since Inception.
23,76%
Annual Return
Average Annual/Annualized Return (AAR)
1,13%
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
26,61%
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
49,69%
SD
Annualized Standard Deviation of the portfolio daily rate of return
25,7
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
HO.PA
Buy Date
Nov 28, 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
141,5
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
-1,28%
Ticker
PEND
TEP.PA
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
88,26
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
-2,93%
Ticker
PEND
SGO.PA
Buy Date
Dec 18, 2023
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
65,62
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
13,33%
Ticker
PEND
EN.PA
Buy Date
Dec 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
27,79
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
0,65%
Ticker
PEND
ASM.AS
Buy Date
Apr 5, 2023
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
355,95
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
23,01%
Total unrealized:
32,79%
HISTORY OF STOCK PICKS SINCE INCEPTION
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Ticker
AUTO.OLSOLB.BRPHIA.ASERF.PAEDEN.PAASML.ASUNA.ASEAPI.PAWLN.PARNO.PAKER.PAIMCD.ASARGX.BRUMI.BRSTLA.PATEP.PABNP.PARCO.PAALO.PAJMT.LSENX.PAAD.ASEDPR.LSUCB.BRSW.PAENGI.PAEQNR.OLNHY.OLYAR.OLVIV.PAAKZA.ASKBC.BRSGO.PAPRX.ASURW.ASGALP.LSACA.PACS.PAAKRBP.OLGLE.PAMT.ASINGA.ASAGN.ASASM.ASPUB.PASTM.PAIPN.PAGFC.PAHO.PATEL.OLORK.OLAIR.PAMOWI.OL
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
AUTO.OL
Buy Date
Nov 14, 2024
Price
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11,8
Sell Date
Dec 2, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
12,36
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
2,11%
Ticker
HIST
SOLB.BR
Buy Date
Nov 24, 2024
Price
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30,61
Sell Date
Nov 28, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
32,71
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
3%
Ticker
HIST
PHIA.AS
Buy Date
Nov 24, 2024
Price
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25,87
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
25,76
% 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
ERF.PA
Buy Date
Oct 28, 2024
Price
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46,38
Sell Date
Nov 24, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
47,41
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,94%
Ticker
HIST
EDEN.PA
Buy Date
Oct 29, 2024
Price
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28,64
Sell Date
Nov 24, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
30,19
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
2,3%
Total Realized:
19,46%