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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
VMCVulcan MaterialsSep 13, 202411d$237.48$249.88+5.2%
DOWDow IncSep 17, 202414d$51.51$54.53+5.9%
DPZDomino's PizzaSep 06, 202425d$408.67$430.86+5.4%
APAAPASep 16, 202424d$24.45$26.34+7.7%
GNRCGenerac HoldingsSep 18, 202422d$143.18$172.26+20.3%
GOOGAlphabet Class CSep 12, 202428d$155.59$163.09+4.8%
GOOGLAlphabet Class ASep 12, 202428d$154.70$161.82+4.6%
MGMMGM ResortsSep 12, 202428d$35.91$40.19+11.9%
MUMicronSep 12, 202428d$87.20$101.69+16.6%
SLBSchlumbergerSep 16, 202424d$40.39$44.22+9.5%
SNPSSynopsysSep 12, 202428d$489.26$528.94+8.1%
STLDSteel DynamicsSep 13, 202427d$112.76$130.18+15.4%
BXBlackstone GroupOct 11, 202411d$153.06$168.46+10.1%
CORCencoraOct 08, 202414d$220.80$234.19+6.1%
UHSUniversal HealthOct 14, 20248d$220.43$232.51+5.5%
MSFTMicrosoftOct 10, 202421d$415.76$406.30-2.3%
FSLRFirst SolarOct 25, 202412d$198.51$194.23-2.2%
SWKStanley Black & DeckerNov 04, 20244d$94.38$90.17-4.5%
TECHBio-TechneOct 28, 202411d$70.37$75.95+7.9%
COPConocophillipsOct 30, 202413d$102.96$110.64+7.5%
HASHasbroNov 05, 20247d$66.97$63.41-5.3%
DUKDuke EnergyNov 11, 20243d$112.54$110.61-1.7%
MASMascoNov 05, 20249d$81.78$79.56-2.7%
SLBSchlumbergerNov 05, 20249d$40.54$43.47+7.2%
TDGTransdigm GroupNov 05, 20249d$1338.56$1271.73-5.0%
TSLATeslaOct 24, 202421d$260.54$311.16+19.4%
HALHalliburtonOct 31, 202415d$27.74$29.69+7.0%
UHSUniversal HealthNov 07, 20248d$208.35$201.63-3.2%
VLOValero EnergyNov 01, 202418d$128.18$144.02+12.4%
EOGEOG ResourcesOct 31, 202419d$121.97$136.56+12.0%
PSXPhillips 66Nov 05, 202414d$121.83$131.32+7.8%
BF.BBrown-Forman BNov 15, 20244d$40.82$40.21-1.5%
NKENikeNov 05, 202414d$77.99$73.92-5.2%
MPCMarathon PetroleumOct 31, 202420d$145.47$159.36+9.5%
NEMNewmont MiningNov 14, 202411d$40.67$42.46+4.4%
PGProcter & GambleNov 08, 202419d$167.72$179.37+6.9%
AMTAmerican TowerNov 15, 202417d$196.43$207.35+5.6%
AKAMAkamaiNov 21, 202414d$91.12$97.42+6.9%
LVSLas Vegas SandsNov 19, 202416d$49.17$53.86+9.5%
MTDMettler-ToledoNov 22, 202419d$1217.97$1270.83+4.3%
AVGOBroadcomDec 02, 202416d$166.50$223.15+34.0%
SRESempra EnergyDec 16, 20242d$88.63$85.10-4.0%
IPInternational Paper CoDec 16, 202415d$55.78$53.81-3.5%
BF.BBrown-Forman BJan 14, 20252d$34.44$34.09-1.0%
SYYSyscoJan 15, 20252d$74.00$73.06-1.3%
AESAESJan 27, 20251d$11.44$11.02-3.7%
BKNGBooking HoldingsJan 15, 202513d$4826.20$4681.48-3.0%
HSTHost Hotels & ResortsJan 14, 202514d$17.29$17.04-1.4%
EFXEquifaxJan 14, 202515d$252.36$271.18+7.5%
PANWPalo Alto NetworksJan 14, 202515d$170.50$185.42+8.8%
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