PORTFOLIO PERFORMANCE & CUSTOMIZATION
Hide bar
249,95%
Total Return
Total Accumulated Return Since Inception.
112,88%
Annual Return
Average Annual/Annualized Return (AAR)
-16,49%
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
22,21%
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
75,67%
SD
Annualized Standard Deviation of the portfolio daily rate of return
24,3
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
Hide chart
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.
Hide table
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
TW.L
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
127,1
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
-4,03%
Ticker
PEND
PSN.L
Buy Date
Nov 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
1 259,5
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
-3,88%
Ticker
PEND
MNDI.L
Buy Date
Oct 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
1 267,5
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
-9,99%
Ticker
PEND
ITV.L
Buy Date
Nov 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
62,8
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
16,04%
Ticker
PEND
AUTO.L
Buy Date
Dec 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
824,4
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
-5,19%
Total unrealized:
-7,05%
HISTORY OF STOCK PICKS SINCE INCEPTION
Hide table
Ticker
ANTO.LBDEV.LAZN.LSN.LLLOY.LAV.LABF.LCRDA.LAAL.LRTO.LABDN.LSHEL.LSTAN.LNXT.LITRK.LINF.LFLTR.LEZJ.LRMV.LBT-A.LSTJ.LPRU.LCCL.LMNDI.LRR.LOCDO.LMRO.LTUI.LJMAT.LHL.LNG.LBLND.LSMDS.LAHT.LIII.LRKT.LSBRY.LFRES.LBRBY.LBATS.LDGE.LNWG.LGLEN.LRIO.LBARC.LLGEN.LIAG.LFERG.LICP.LHSBA.LCNA.LBP.LHLMA.LBA.LBKG.LBME.LSGRO.LLSEG.LDCC.LSPX.LREL.LTW.L
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
ANTO.L
Buy Date
Nov 26, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing elit. Ratione, iste?
1 665
Sell Date
Dec 9, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
1 752,5
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
5,65%
Ticker
HIST
BDEV.L
Buy Date
Nov 24, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing elit. Ratione, iste?
428,9
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
422,1
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-1,68%
Ticker
HIST
AZN.L
Buy Date
Sep 29, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing elit. Ratione, iste?
11 588
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
10 474
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-9,72%
Ticker
HIST
SN.L
Buy Date
Nov 5, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing elit. Ratione, iste?
927,8
Sell Date
Nov 19, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
974,8
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
5,12%
Ticker
HIST
LLOY.L
Buy Date
Nov 3, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing elit. Ratione, iste?
54,82
Sell Date
Nov 17, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
56,24
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
2,65%
Total Realized:
257%