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.

Figures above reflect the current filter. Clear

Closed picks

Win rate

Avg return

-3.4%

Avg hold

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

Ticker	Company	Entry date	Held	Entry	Exit	Return
IP	International Paper Co	Dec 16, 2024	15d	$55.78	$53.81	-3.5%
SRE	Sempra Energy	Dec 16, 2024	2d	$88.63	$85.10	-4.0%
NKE	Nike	Nov 05, 2024	14d	$77.99	$73.92	-5.2%
BF.B	Brown-Forman B	Nov 15, 2024	4d	$40.82	$40.21	-1.5%
UHS	Universal Health	Nov 07, 2024	8d	$208.35	$201.63	-3.2%
TDG	Transdigm Group	Nov 05, 2024	9d	$1338.56	$1271.73	-5.0%
MAS	Masco	Nov 05, 2024	9d	$81.78	$79.56	-2.7%
DUK	Duke Energy	Nov 11, 2024	3d	$112.54	$110.61	-1.7%
HAS	Hasbro	Nov 05, 2024	7d	$66.97	$63.41	-5.3%
SWK	Stanley Black & Decker	Nov 04, 2024	4d	$94.38	$90.17	-4.5%
FSLR	First Solar	Oct 25, 2024	12d	$198.51	$194.23	-2.2%
MSFT	Microsoft	Oct 10, 2024	21d	$415.76	$406.30	-2.3%