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standpoint

Track record Winners and losers, in one table.

Every position I have closed, with the date I opened it and the date I closed it, kept in full. The thesis behind each one is written for members.

Closed picks
12
Win rate
0%
Avg return
−3.4%
Avg hold
9d

Figures above reflect the current filter. Clear

How these numbers are made

This is the whole record. Every position I have closed since inception, in the order it closed. Nothing is withheld and nothing is selected.

Return is the exit price against the entry price, gross. No fees, no slippage, no tax, no position sizing. These are per-position returns, not the return of a portfolio.

Closed positions only. What I hold today is not here, and it is not counted in any figure above.

One name measured against the index over its own short holding window tells you very little, so I do not print that column. The comparison that means something is at the portfolio level.

Read the disclosures

Shape of the record

Where the closed positions landed. An average hides whether a record came from many steady gains or one outlier.

  • < -20%00 positions
  • -20 to -10%00 positions
  • -10 to 0%1212 positions
  • 0 to 10%00 positions
  • 10 to 20%00 positions
  • 20 to 50%00 positions
  • 50%+00 positions
TickerCompanyEntry dateHeldEntryExitReturn
IPInternational Paper CoDec 16, 202415d$55.78$53.81-3.5%
SRESempra EnergyDec 16, 20242d$88.63$85.10-4.0%
NKENikeNov 05, 202414d$77.99$73.92-5.2%
BF.BBrown-Forman BNov 15, 20244d$40.82$40.21-1.5%
UHSUniversal HealthNov 07, 20248d$208.35$201.63-3.2%
TDGTransdigm GroupNov 05, 20249d$1338.56$1271.73-5.0%
MASMascoNov 05, 20249d$81.78$79.56-2.7%
DUKDuke EnergyNov 11, 20243d$112.54$110.61-1.7%
HASHasbroNov 05, 20247d$66.97$63.41-5.3%
SWKStanley Black & DeckerNov 04, 20244d$94.38$90.17-4.5%
FSLRFirst SolarOct 25, 202412d$198.51$194.23-2.2%
MSFTMicrosoftOct 10, 202421d$415.76$406.30-2.3%