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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

43

Win rate

72%

Avg return

+6.0%

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