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PORTFOLIO PERFORMANCE
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0
Return Since Inception
Total Accumulated Return Since Inception. All Portfolios Are Equal Weight Portfolios
не число,00%
Annual Return
Average Annual Return (AAR)
не число,00%
MTD
Month to Date Return (return for the period starting from the beginning of the current month up until now)
не число,00%
SD
Standard Deviation of the Portfolio Rate of Return
не число,00%
DD
Most Significant Drawdown (maximum peak-to-trough decline since inception)
не число,00
Duration
Average Duration (number of days an average position is open)
Portfolio Customization Tools
NUMBER OF STOCKS
Maximum Number of Stocks to be Included in the Equal Weight Portfolio
LEVERAGE
Leverage Is the Buying or Selling of an Asset with a Portion of the Price Paid by a Lender. (coefficient equal to 1 means that no borrowed money is used; coefficient 1,25 means using 25 cents of borrowed money on top of every 1 dollar invested)
COMPOUNDING
Compounding Involves Earning Returns on Both the Original Investment and on Returns Received Previously. (Not compounded calculations assume that the same fixed and equal amount of money is invested in each individual stock all the times disregarding any accumulated gains or losses. Our compounded calculations assume that the initially invested amount of money as well as any gains or losses accumulated thereafter get reinvested and that the portfolio gets rebalanced only in respect of each new position at the origination of each new position proportionally to the number of stocks in the portfolio and without the rest of the portfolio being rebalanced)
NEW & PENDING STOCK PICKS
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Ticker NEW
PEND
HIST
Buy Date
Price
The Sell or Buy Price Recorded in this Column Always Represents the Last (closing) Price at Which a Stock Traded on the Pre-announced Date
Sell Date
Price
The Sell or Buy Price Recorded in this Column Always Represents the Last (closing) Price at Which a Stock Traded on the Pre-announced Date
% R
Represents Gains or Losses on the Entire Portfolio (because it is an equal weight portfolio, return is calculated as follows: gains or losses related to a particular stock are divided by the maximum number of stocks in the portfolio)
Total unrealized:
0%
Portfolio Customization Tools
NUMBER OF STOCKS
Maximum Number of Stocks to be Included in the Equal Weight Portfolio
LEVERAGE
Leverage Is the Buying or Selling of an Asset with a Portion of the Price Paid by a Lender. (coefficient equal to 1 means that no borrowed money is used; coefficient 1,25 means using 25 cents of borrowed money on top of every 1 dollar invested)
COMPOUNDING
Compounding Involves Earning Returns on Both the Original Investment and on Returns Received Previously. (Not compounded calculations assume that the same fixed and equal amount of money is invested in each individual stock all the times disregarding any accumulated gains or losses. Our compounded calculations assume that the initially invested amount of money as well as any gains or losses accumulated thereafter get reinvested and that the portfolio gets rebalanced only in respect of each new position at the origination of each new position proportionally to the number of stocks in the portfolio and without the rest of the portfolio being rebalanced)
PORTFOLIO vs INDEX COMPARISON
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Portfolio Customization Tools
NUMBER OF STOCKS
Maximum Number of Stocks to be Included in the Equal Weight Portfolio
LEVERAGE
Leverage Is the Buying or Selling of an Asset with a Portion of the Price Paid by a Lender. (coefficient equal to 1 means that no borrowed money is used; coefficient 1,25 means using 25 cents of borrowed money on top of every 1 dollar invested)
COMPOUNDING
Compounding Involves Earning Returns on Both the Original Investment and on Returns Received Previously. (Not compounded calculations assume that the same fixed and equal amount of money is invested in each individual stock all the times disregarding any accumulated gains or losses. Our compounded calculations assume that the initially invested amount of money as well as any gains or losses accumulated thereafter get reinvested and that the portfolio gets rebalanced only in respect of each new position at the origination of each new position proportionally to the number of stocks in the portfolio and without the rest of the portfolio being rebalanced)
HISTORY OF STOCK PICKS SINCE INCEPTION
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Ticker Buy Date
Price
The Sell or Buy Price Recorded in this Column Always Represents the Last (closing) Price at Which a Stock Traded on the Pre-announced Date
Sell Date
Price
The Sell or Buy Price Recorded in this Column Always Represents the Last (closing) Price at Which a Stock Traded on the Pre-announced Date
% R
Represents Gains or Losses on the Entire Portfolio (because it is an equal weight portfolio, return is calculated as follows: gains or losses related to a particular stock are divided by the maximum number of stocks in the portfolio)
Total Realized:
%
Portfolio Customization Tools
NUMBER OF STOCKS
Maximum Number of Stocks to be Included in the Equal Weight Portfolio
LEVERAGE
Leverage Is the Buying or Selling of an Asset with a Portion of the Price Paid by a Lender. (coefficient equal to 1 means that no borrowed money is used; coefficient 1,25 means using 25 cents of borrowed money on top of every 1 dollar invested)
COMPOUNDING
Compounding Involves Earning Returns on Both the Original Investment and on Returns Received Previously. (Not compounded calculations assume that the same fixed and equal amount of money is invested in each individual stock all the times disregarding any accumulated gains or losses. Our compounded calculations assume that the initially invested amount of money as well as any gains or losses accumulated thereafter get reinvested and that the portfolio gets rebalanced only in respect of each new position at the origination of each new position proportionally to the number of stocks in the portfolio and without the rest of the portfolio being rebalanced)