PORTFOLIO PERFORMANCE & CUSTOMIZATION
Hide bar
3,15%
Total Return
Total Accumulated Return Since Inception.
1,43%
Annual Return
Average Annual/Annualized Return (AAR)
7,6%
CAGR
Compound Annual Growth Rate (applicable only if compounding is ON)
44,59%
DD
Most significant Drawdown (i.e. maximum peak-to-trough decline since inception)
29,79%
SD
Annualized Standard Deviation of the portfolio daily rate of return
31,8
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
WBA
Buy Date
Nov 6, 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
9,27
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
0,84%
Ticker
PEND
NFLX
Buy Date
Sep 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
675,64
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
8,65%
Ticker
PEND
FCX
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
43,48
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
-2,99%
Ticker
PEND
LLY
Buy Date
Sep 3, 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
945,72
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
-4,88%
Ticker
PEND
AVGO
Buy Date
Sep 12, 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
167,69
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
8,51%
Total unrealized:
10,12%
HISTORY OF STOCK PICKS SINCE INCEPTION
Hide table
Ticker
EMRBATSLAGMFDXCOFWBAAXPMETFMMMINTCCAMZNMETAXOMLLYDVNAVGOCVSBAXMDLZHPQFCXBIIBUSBAEPEXCNKETDISUPSCATACNSPGSCHWCRMBKBACAIGHALCOPPFEDETXNSBUXQCOMBLKNFLXSO
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
EMR
Buy Date
Nov 24, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing
elit. Ratione, iste?
132,75
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
133
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,05%
Ticker
HIST
BA
Buy Date
Sep 5, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing
elit. Ratione, iste?
157,62
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
153,08
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
-0,75%
Ticker
HIST
TSLA
Buy Date
Nov 5, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing
elit. Ratione, iste?
288,53
Sell Date
Nov 6, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
296,91
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
0,8%
Ticker
HIST
GM
Buy Date
Oct 28, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing
elit. Ratione, iste?
51,55
Sell Date
Nov 5, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
55,05
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
1,87%
Ticker
HIST
FDX
Buy Date
Oct 6, 2024
Price
Lorem, ipsum dolor sit amet consectetur adipisicing
elit. Ratione, iste?
260,5
Sell Date
Oct 28, 2024
Price
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
275,04
% R
Represents return on total portfolio and because it
is an Equal Weight portfolio return gets divided by respective Portfolio Size
1,52%
Total Realized:
-6,98%