PORTFOLIO PERFORMANCE & CUSTOMIZATION
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41,22%
Total Return
Total Accumulated Return Since Inception.
18,75%
Annual Return
Average Annual/Annualized Return (AAR)
-8,33%
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
50,31%
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
84,58%
SD
Annualized Standard Deviation of the portfolio daily rate of return
23,2
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 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
VAR1.DE
Buy Date
Apr 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
8,19
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
-38,99%
Ticker
PEND
UTDI.DE
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
16
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
-2,26%
Ticker
PEND
S92.DE
Buy Date
Sep 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
17,79
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
-9,14%
Ticker
PEND
HAG.DE
Buy Date
Mar 27, 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
43,44
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
-11,36%
Ticker
PEND
EVT.DE
Buy Date
Aug 8, 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
5,55
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
19,91%
Total unrealized:
-41,83%
HISTORY OF STOCK PICKS SINCE INCEPTION
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Ticker
TMV.DERWE.DEPSM.DESRT3.DEKGX.DEDHER.DEDUE.DEMOR.DEBFSA.DENA9.DEJUN3.DEVBK.DEAIXA.DEO2D.DEHFG.DEPUM.DEBAYN.DES92.DEMRK.DEGXI.DEUN01.DEFME.DEAFX.DEZAL.DETEG.DESUSE.DEJEN.DEEVT.DECOK.DEENR.DENEM.DEHEI.DEGYC.DEEVD.DEBC8.DESOW.DEVAR1.DEAT1.DENDA.DETKA.DEPAH3.DELXS.DEFRA.DEVNA.DERHM.DEHAG.DEWAF.DEVTWR.DERAA.DECON.DECOP.DEADS.DEAIR.DEBNR.DEWCH.DE
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
TMV.DE
Buy Date
Nov 11, 2024
Price
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11,5
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
12,34
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
3,23%
Ticker
HIST
RWE.DE
Buy Date
Sep 19, 2024
Price
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31,08
Sell Date
Nov 11, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
30,12
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-1,14%
Ticker
HIST
PSM.DE
Buy Date
Aug 14, 2024
Price
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5,84
Sell Date
Sep 19, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
5,55
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-2,07%
Ticker
HIST
SRT3.DE
Buy Date
Aug 6, 2024
Price
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246,7
Sell Date
Sep 9, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
251,2
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,65%
Ticker
HIST
KGX.DE
Buy Date
Aug 11, 2024
Price
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33,7
Sell Date
Aug 14, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
35,1
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
1,62%
Total Realized:
83,05%