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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.

Figures above reflect the current filter. Clear

Closed picks

94

Win rate

100%

Avg return

+8.8%

Avg hold

16d

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
TPRTapestryNov 10, 202537d$106.09$122.18+15.2%
ABBVAbbVieNov 06, 202514d$219.09$229.43+4.7%
AFLAFLACOct 31, 202517d$107.18$112.13+4.6%
FOXFoxOct 21, 20259d$52.46$58.80+12.1%
WYNNWynn ResortsOct 17, 20256d$117.81$125.42+6.5%
PSXPhillips 66Oct 15, 20258d$129.54$135.83+4.9%
BKRBaker Hughes CompanyOct 20, 20253d$46.30$48.87+5.6%
PCARPaccarOct 15, 20257d$95.24$99.79+4.8%
DXCMDexcomOct 03, 202519d$67.06$70.69+5.4%
AXPAmerican ExpressOct 14, 20258d$332.81$352.01+5.8%
UALUnited Airlines HoldingsOct 06, 20259d$97.06$104.22+7.4%
JBHTJB HuntSep 25, 202513d$132.41$146.51+10.6%
EXCExelonSep 11, 202526d$43.50$46.80+7.6%
AIGAmerican International GroupSep 19, 202518d$76.97$84.03+9.2%
TAPMolson CoorsSep 25, 20258d$44.40$46.40+4.5%
BLDRBuilders FirstsourceSep 30, 20253d$121.29$128.57+6.0%
BAXBaxter InternationalSep 30, 20253d$22.77$23.86+4.8%
VRTXVertex PharmaceuticalsSep 26, 20256d$385.75$408.89+6.0%
NEENextEra EnergySep 11, 202521d$71.35$78.18+9.6%
MRKMerck & CompanySep 30, 20252d$83.92$89.50+6.7%
CSXCSXSep 08, 202518d$32.45$34.01+4.8%
MPCMarathon PetroleumAug 14, 202528d$162.35$182.24+12.3%
VLOValero EnergyAug 13, 202523d$136.19$156.79+15.1%
SLBSchlumbergerAug 13, 202520d$33.55$35.91+7.0%
PANWPalo Alto NetworksAug 13, 202520d$176.86$190.53+7.7%
FITBFifth Third BancorpAug 07, 202526d$41.18$45.57+10.7%
SWKSSkyworks SolutionsAug 06, 202520d$67.50$75.69+12.1%
LMTLockheed MartinAug 05, 202520d$428.31$447.56+4.5%
HUMHumanaJul 22, 202534d$231.26$297.29+28.6%
UHSUniversal HealthJul 30, 202523d$165.48$185.53+12.1%
AZOAutoZoneJun 20, 202563d$3648.53$4108.22+12.6%
PODDInsuletJul 23, 202529d$286.68$327.89+14.4%
HCAHCA HealthcareJul 29, 202523d$344.50$404.26+17.3%
UNHUnitedHealthAug 04, 202516d$240.98$299.60+24.3%
ROSTRoss StoresJun 30, 202551d$127.56$146.32+14.7%
PCGPG&EJul 18, 202533d$13.45$15.38+14.4%
MSIMotorola SolutionsJun 23, 202558d$410.70$462.26+12.6%
INTCIntelAug 06, 202514d$20.42$23.53+15.2%
CVSCVS HealthJul 28, 202523d$59.64$70.83+18.8%
ABTAbbott LaboratoriesJul 22, 202529d$125.68$132.46+5.4%
NFLXNetflixAug 05, 202514d$1147.45$1213.99+5.8%
ADPAutomatic Data ProcessingJun 25, 202535d$298.16$310.92+4.3%
STZConstellation BrandsJun 20, 202519d$162.40$169.04+4.1%
WYNNWynn ResortsJun 10, 202527d$86.69$108.66+25.3%
WSMWilliams-SonomaJun 17, 202520d$156.90$169.19+7.8%
UHSUniversal HealthJun 23, 202514d$173.60$181.60+4.6%
NWSNews Class BJun 17, 202516d$31.85$34.39+8.0%
XOMExxon MobilJun 03, 202510d$103.83$112.11+8.0%
TSCOTractor SupplyJun 04, 20259d$49.35$51.55+4.5%
SLBSchlumbergerJun 04, 20259d$33.23$36.30+9.2%
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