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
31
Win rate
100%
Avg return
+9.7%
Avg hold
18d
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.
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%00 positions
- 0 to 10%2222 positions
- 10 to 20%77 positions
- 20 to 50%22 positions
- 50%+00 positions
| Ticker | Company | Entry date | Held | Entry | Exit | Return |
|---|---|---|---|---|---|---|
| AVGO | Broadcom | Dec 02, 2024 | 16d | $166.50 | $223.15 | +34.0% |
| MTD | Mettler-Toledo | Nov 22, 2024 | 19d | $1217.97 | $1270.83 | +4.3% |
| LVS | Las Vegas Sands | Nov 19, 2024 | 16d | $49.17 | $53.86 | +9.5% |
| AKAM | Akamai | Nov 21, 2024 | 14d | $91.12 | $97.42 | +6.9% |
| AMT | American Tower | Nov 15, 2024 | 17d | $196.43 | $207.35 | +5.6% |
| PG | Procter & Gamble | Nov 08, 2024 | 19d | $167.72 | $179.37 | +6.9% |
| NEM | Newmont Mining | Nov 14, 2024 | 11d | $40.67 | $42.46 | +4.4% |
| MPC | Marathon Petroleum | Oct 31, 2024 | 20d | $145.47 | $159.36 | +9.5% |
| PSX | Phillips 66 | Nov 05, 2024 | 14d | $121.83 | $131.32 | +7.8% |
| EOG | EOG Resources | Oct 31, 2024 | 19d | $121.97 | $136.56 | +12.0% |
| VLO | Valero Energy | Nov 01, 2024 | 18d | $128.18 | $144.02 | +12.4% |
| HAL | Halliburton | Oct 31, 2024 | 15d | $27.74 | $29.69 | +7.0% |
| TSLA | Tesla | Oct 24, 2024 | 21d | $260.54 | $311.16 | +19.4% |
| SLB | Schlumberger | Nov 05, 2024 | 9d | $40.54 | $43.47 | +7.2% |
| COP | Conocophillips | Oct 30, 2024 | 13d | $102.96 | $110.64 | +7.5% |
| TECH | Bio-Techne | Oct 28, 2024 | 11d | $70.37 | $75.95 | +7.9% |
| UHS | Universal Health | Oct 14, 2024 | 8d | $220.43 | $232.51 | +5.5% |
| COR | Cencora | Oct 08, 2024 | 14d | $220.80 | $234.19 | +6.1% |
| BX | Blackstone Group | Oct 11, 2024 | 11d | $153.06 | $168.46 | +10.1% |
| STLD | Steel Dynamics | Sep 13, 2024 | 27d | $112.76 | $130.18 | +15.4% |
| SNPS | Synopsys | Sep 12, 2024 | 28d | $489.26 | $528.94 | +8.1% |
| SLB | Schlumberger | Sep 16, 2024 | 24d | $40.39 | $44.22 | +9.5% |
| MU | Micron | Sep 12, 2024 | 28d | $87.20 | $101.69 | +16.6% |
| MGM | MGM Resorts | Sep 12, 2024 | 28d | $35.91 | $40.19 | +11.9% |
| GOOGL | Alphabet Class A | Sep 12, 2024 | 28d | $154.70 | $161.82 | +4.6% |
| GOOG | Alphabet Class C | Sep 12, 2024 | 28d | $155.59 | $163.09 | +4.8% |
| GNRC | Generac Holdings | Sep 18, 2024 | 22d | $143.18 | $172.26 | +20.3% |
| APA | APA | Sep 16, 2024 | 24d | $24.45 | $26.34 | +7.7% |
| DPZ | Domino's Pizza | Sep 06, 2024 | 25d | $408.67 | $430.86 | +5.4% |
| DOW | Dow Inc | Sep 17, 2024 | 14d | $51.51 | $54.53 | +5.9% |
| VMC | Vulcan Materials | Sep 13, 2024 | 11d | $237.48 | $249.88 | +5.2% |
AVGO
MTD
LVS
AKAM
AMT
PG
NEM
MPC
PSX
EOG
VLO
HAL
TSLA
SLB
COP
TECH
UHS
COR
BX
STLD
SNPS
MU
MGM
GOOGL
GNRC
APA
DPZ
DOW
VMC