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standpoint

The record

Track record

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

Closed picks

233

Win rate

68%

Avg return

+5.1%

Avg hold

15d

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.

TickerCompanyEntry dateHeldEntryExitReturn
EIXEdison InternationalAug 12, 202619d$68.96$53.98-21.7%
CFCf Industries HoldingsAug 12, 202612d$118.10$128.74+9.0%
ABBVAbbVieAug 12, 20268d$248.17$264.56+6.6%
WBDWarner BrosAug 11, 20269d$27.07$28.27+4.4%
CICignaAug 11, 20269d$271.86$275.73+1.4%
KEYKeyCorpAug 03, 202617d$22.80$21.97-3.6%
PANWPalo Alto NetworksAug 03, 20268d$346.40$383.04+10.6%
BMYBristol-Myers Squibb CompanyJul 06, 202628d$56.86$65.47+15.1%
CTVACortevaJul 06, 202624d$85.95$89.34+3.9%
TPLTexas Pacific Land CorporationJul 06, 202619d$403.34$419.44+4.0%
TPLTexas Pacific LandApr 14, 202614d$412.40$430.96+4.5%
HSICHenry ScheinMar 23, 202630d$74.46$78.15+5.0%
ORealty IncomeMar 30, 202622d$61.16$64.03+4.7%
IRMIron MountainApr 01, 202620d$100.96$117.81+16.7%
FCXFreeport-McMoRanMar 24, 202628d$56.51$67.56+19.6%
ADIAnalog DevicesMar 18, 202634d$308.65$375.42+21.6%
MCKMcKessonApr 01, 202619d$872.22$858.69-1.6%
CBOECboe Global MarketsMar 31, 202617d$280.85$300.39+7.0%
AMEAmetekMar 24, 202622d$217.04$230.10+6.0%
PNCPNC FinancialMar 17, 202627d$203.85$223.06+9.4%
NEMNewmont MiningMar 25, 202619d$101.54$116.49+14.7%
JBHTJB HuntMar 23, 202621d$202.84$227.62+12.2%
GWWWW GraingerMar 24, 202620d$1065.96$1161.90+9.0%
GLGlobe LifeMar 24, 202620d$138.60$147.56+6.5%
LHLabcorp HoldingsMar 18, 202623d$265.80$260.93-1.8%
DLTRDollar TreeMar 17, 202621d$111.81$106.47-4.8%
AMGNAmgenMar 26, 202612d$353.25$339.99-3.8%
STLDSteel DynamicsMar 24, 202613d$169.67$176.50+4.0%
BKRBaker Hughes CompanyMar 18, 202612d$57.48$60.66+5.5%
PLDPrologisMar 24, 20263d$130.34$128.89-1.1%
ONON SemiconductorMar 16, 202611d$59.87$58.38-2.5%
LYVLive Nation EntertainmentMar 26, 20261d$150.06$145.73-2.9%
FTVFortiveMar 18, 20269d$54.84$53.92-1.7%
DOVDoverMar 17, 20269d$213.86$209.18-2.2%
CHRWCH RobinsonMar 25, 20261d$169.66$167.63-1.2%
VTRSViatrisMar 18, 20262d$13.73$13.20-3.9%
TXNTexas InstrumentsMar 10, 202610d$197.49$187.14-5.2%
ITWIllinois Tool WorksMar 17, 20261d$267.80$260.76-2.6%
EBAYeBayFeb 19, 202618d$84.74$92.94+9.7%
DLTRDollar TreeFeb 04, 202619d$121.82$130.43+7.1%
LLoewsJan 27, 202614d$102.30$109.95+7.5%
BACBank of AmericaJan 29, 202612d$53.05$55.40+4.4%
HIGHartford InsuranceJan 27, 202613d$130.29$139.36+7.0%
CBChubbJan 26, 202614d$303.50$326.15+7.5%
LVSLas Vegas SandsJan 14, 20266d$59.88$58.52-2.3%
INTCIntelDec 29, 202518d$36.66$46.96+28.1%
PSXPhillips 66Jan 02, 202611d$130.54$137.71+5.5%
KKRKKR & CoJan 05, 20268d$134.58$130.12-3.3%
VLOValero EnergyDec 23, 202520d$164.76$179.57+9.0%
BKRBaker Hughes CompanyDec 23, 202520d$45.19$47.94+6.1%
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