PORTFOLIO PERFORMANCE & CUSTOMIZATION
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18,42%
Total Return
Total Accumulated Return Since Inception.
8,37%
Annual Return
Average Annual/Annualized Return (AAR)
3,72%
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
14,02%
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
9,04%
SD
Annualized Standard Deviation of the portfolio daily rate of return
34,2
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 17:00 NY time at the pre-announced date.
Sell Date
Price
The sell or buy price always represents the closing price at around 17:00 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
USD/TRY
Buy Date
Mar 16, 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
32,13
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
2,98%
Ticker
PEND
USD/EGP
Buy Date
Mar 16, 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
47,81
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
2,13%
Ticker
PEND
USD/MXN
Buy Date
Dec 18, 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
20,29
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
%
Ticker
PEND
USD/THB
Buy Date
Nov 19, 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
34,64
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
-0,17%
Ticker
PEND
USD/RUB
Buy Date
Nov 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
92,42
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
3,84%
Total unrealized:
8,79%
HISTORY OF STOCK PICKS SINCE INCEPTION
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Ticker
USD/ZARUSD/CLPUSD/MYRUSD/NOKUSD/MXNUSD/JPYUSD/SEKUSD/PLNUSD/ARSUSD/HUFUSD/ILSUSD/TRYUSD/KRWUSD/PKRUSD/NZDUSD/RUBUSD/EGPUSD/MADUSD/BRLUSD/CZKUSD/AUDUSD/THBUSD/EURUSD/CHFUSD/DKKUSD/BGNUSD/GBP
Buy Date
Price
The sell or buy price always represents the closing price at around 17:00 NY time at the pre-announced date.
Sell Date
Price
The sell or buy price always represents the closing price at around 17:00 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
USD/ZAR
Buy Date
Nov 19, 2024
Price
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18,12
Sell Date
Dec 18, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
18,38
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,51%
Ticker
HIST
USD/CLP
Buy Date
Sep 15, 2024
Price
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926,02
Sell Date
Oct 5, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
924,35
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,06%
Ticker
HIST
USD/MYR
Buy Date
Aug 5, 2024
Price
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4,42
Sell Date
Oct 5, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
4,22
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
-1,5%
Ticker
HIST
USD/NOK
Buy Date
Aug 21, 2024
Price
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10,59
Sell Date
Sep 1, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
10,58
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,04%
Ticker
HIST
USD/MXN
Buy Date
Aug 13, 2024
Price
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18,78
Sell Date
Aug 20, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
19,27
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,88%
Total Realized:
9,63%