PORTFOLIO PERFORMANCE & CUSTOMIZATION
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-14,48%
Total Return
Total Accumulated Return Since Inception.
-6,56%
Annual Return
Average Annual/Annualized Return (AAR)
0,96%
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
55,49%
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
44,98%
SD
Annualized Standard Deviation of the portfolio daily rate of return
21,00
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
6645.T
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
4 964
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
0,89%
Ticker
PEND
7011.T
Buy Date
Oct 10, 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
2 211
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
0,35%
Ticker
PEND
6920.T
Buy Date
Nov 10, 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
20 050
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
-7,41%
Ticker
PEND
8750.T
Buy Date
Dec 15, 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
4 230
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
-0,47%
Ticker
PEND
2502.T
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
1 615
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
0,78%
Total unrealized:
-5,87%
HISTORY OF STOCK PICKS SINCE INCEPTION
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Ticker
4911.T7309.T9843.T6702.T5713.T6367.T8308.T8697.T7270.T6758.T9984.T4063.T6920.T8766.T8031.T7011.T8002.T8750.T4901.T5020.T8601.T8604.T6981.T2413.T6301.T6501.T6594.T8035.T6098.T8802.T7201.T5108.T8801.T8725.T8411.T7832.T1925.T4188.T7269.T6273.T6752.T8630.T6971.T4503.T4689.T7267.T9983.T9022.T6902.T8053.T5401.T4523.T6645.T9432.T8001.T8316.T6502.T6503.T7203.T7733.T8306.T7741.T2914.T2502.T3382.T
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
4911.T
Buy Date
Oct 10, 2024
Price
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3 690
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
2 801
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-7,29%
Ticker
HIST
7309.T
Buy Date
Oct 29, 2024
Price
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22 170
Sell Date
Dec 3, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
21 645
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,69%
Ticker
HIST
9843.T
Buy Date
Oct 31, 2024
Price
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18 995
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
18 550
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,7%
Ticker
HIST
6702.T
Buy Date
Oct 30, 2024
Price
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2 963
Sell Date
Nov 10, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
2 846,5
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-1,16%
Ticker
HIST
5713.T
Buy Date
Oct 10, 2024
Price
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4 388
Sell Date
Oct 30, 2024
Price
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
4 291
% R
Represents return on total portfolio and because it is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,67%
Total Realized:
-8,61%