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
140
Win rate
67%
Avg return
+5.0%
Avg hold
14d
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%4646 positions
- 0 to 10%6666 positions
- 10 to 20%2525 positions
- 20 to 50%33 positions
- 50%+00 positions
| Ticker | Company | Entry date | Held | Entry | Exit | Return |
|---|---|---|---|---|---|---|
| IDXX | Idexx Laboratories | Dec 19, 2025 | 11d | $700.30 | $681.54 | -2.7% |
| DGX | Quest Diagnostics | Dec 12, 2025 | 7d | $182.54 | $176.00 | -3.6% |
| TPR | Tapestry | Nov 10, 2025 | 37d | $106.09 | $122.18 | +15.2% |
| BBY | Best Buy Co | Nov 21, 2025 | 11d | $76.45 | $74.88 | -2.1% |
| DUK | Duke Energy | Nov 12, 2025 | 12d | $123.89 | $122.09 | -1.5% |
| ABBV | AbbVie | Nov 06, 2025 | 14d | $219.09 | $229.43 | +4.7% |
| AFL | AFLAC | Oct 31, 2025 | 17d | $107.18 | $112.13 | +4.6% |
| MTB | M&T Bank | Oct 15, 2025 | 20d | $185.22 | $180.92 | -2.3% |
| FOX | Fox | Oct 21, 2025 | 9d | $52.46 | $58.80 | +12.1% |
| RJF | Raymond James Financial | Oct 15, 2025 | 13d | $163.69 | $159.67 | -2.5% |
| WYNN | Wynn Resorts | Oct 17, 2025 | 6d | $117.81 | $125.42 | +6.5% |
| PSX | Phillips 66 | Oct 15, 2025 | 8d | $129.54 | $135.83 | +4.9% |
| BKR | Baker Hughes Company | Oct 20, 2025 | 3d | $46.30 | $48.87 | +5.6% |
| PCAR | Paccar | Oct 15, 2025 | 7d | $95.24 | $99.79 | +4.8% |
| DXCM | Dexcom | Oct 03, 2025 | 19d | $67.06 | $70.69 | +5.4% |
| AXP | American Express | Oct 14, 2025 | 8d | $332.81 | $352.01 | +5.8% |
| SPGI | S&P Global | Oct 07, 2025 | 10d | $481.01 | $473.17 | -1.6% |
| MSI | Motorola Solutions | Oct 06, 2025 | 10d | $457.24 | $437.47 | -4.3% |
| HSIC | Henry Schein | Oct 09, 2025 | 7d | $64.56 | $61.99 | -4.0% |
| UAL | United Airlines Holdings | Oct 06, 2025 | 9d | $97.06 | $104.22 | +7.4% |
| GDDY | GoDaddy | Oct 06, 2025 | 4d | $137.21 | $130.69 | -4.8% |
| JBHT | JB Hunt | Sep 25, 2025 | 13d | $132.41 | $146.51 | +10.6% |
| EXC | Exelon | Sep 11, 2025 | 26d | $43.50 | $46.80 | +7.6% |
| DECK | Deckers Outdoor | Oct 03, 2025 | 4d | $103.04 | $97.98 | -4.9% |
| AIG | American International Group | Sep 19, 2025 | 18d | $76.97 | $84.03 | +9.2% |
| UDR | UDR | Sep 30, 2025 | 6d | $37.24 | $36.02 | -3.3% |
| TAP | Molson Coors | Sep 25, 2025 | 8d | $44.40 | $46.40 | +4.5% |
| INVH | Invitation Homes | Sep 30, 2025 | 3d | $29.32 | $28.64 | -2.3% |
| BLDR | Builders Firstsource | Sep 30, 2025 | 3d | $121.29 | $128.57 | +6.0% |
| BAX | Baxter International | Sep 30, 2025 | 3d | $22.77 | $23.86 | +4.8% |
| VRTX | Vertex Pharmaceuticals | Sep 26, 2025 | 6d | $385.75 | $408.89 | +6.0% |
| NEE | NextEra Energy | Sep 11, 2025 | 21d | $71.35 | $78.18 | +9.6% |
| MRK | Merck & Company | Sep 30, 2025 | 2d | $83.92 | $89.50 | +6.7% |
| AWK | American Water | Sep 23, 2025 | 9d | $137.18 | $135.57 | -1.2% |
| CPAY | Corpay Inc | Sep 29, 2025 | 1d | $295.84 | $288.01 | -2.6% |
| CMCSA | Comcast | Sep 26, 2025 | 4d | $31.72 | $31.40 | -1.0% |
| KO | Coca-Cola | Sep 18, 2025 | 8d | $66.42 | $65.64 | -1.2% |
| CSX | CSX | Sep 08, 2025 | 18d | $32.45 | $34.01 | +4.8% |
| ROP | Roper Technologies | Sep 18, 2025 | 7d | $508.90 | $493.20 | -3.1% |
| PNW | Pinnacle West Capital | Sep 11, 2025 | 6d | $88.36 | $86.11 | -2.5% |
| GEN | Gen Digital | Sep 09, 2025 | 3d | $29.47 | $29.12 | -1.2% |
| MPC | Marathon Petroleum | Aug 14, 2025 | 28d | $162.35 | $182.24 | +12.3% |
| VLO | Valero Energy | Aug 13, 2025 | 23d | $136.19 | $156.79 | +15.1% |
| SLB | Schlumberger | Aug 13, 2025 | 20d | $33.55 | $35.91 | +7.0% |
| PANW | Palo Alto Networks | Aug 13, 2025 | 20d | $176.86 | $190.53 | +7.7% |
| FITB | Fifth Third Bancorp | Aug 07, 2025 | 26d | $41.18 | $45.57 | +10.7% |
| SWKS | Skyworks Solutions | Aug 06, 2025 | 20d | $67.50 | $75.69 | +12.1% |
| MRNA | Moderna | Aug 14, 2025 | 11d | $26.69 | $25.35 | -5.0% |
| LMT | Lockheed Martin | Aug 05, 2025 | 20d | $428.31 | $447.56 | +4.5% |
| HUM | Humana | Jul 22, 2025 | 34d | $231.26 | $297.29 | +28.6% |
IDXX
DGX
TPR
BBY
DUK
ABBV
AFL
MTB
FOX
RJF
WYNN
PSX
BKR
PCAR
DXCM
AXP
SPGI
MSI
HSIC
UAL
GDDY
JBHT
EXC
DECK
AIG
UDR
TAP
INVH
BLDR
BAX
VRTX
NEE
MRK
AWK
CPAY
CMCSA
KO
CSX
ROP
PNW
GEN
MPC
VLO
SLB
PANW
FITB
SWKS
MRNA
LMT
HUM