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All portfolios and performance
Portfolio Ref: EQ2010LO1M
Performance in the last:
Follow this Portfolio
1D -0.6 %
1W -4.3 %
2W -5.5 %
1M -7.2 %
3M -8.5 %
6M -10.7 %
9M -6.2 %
1Y 1.5 %
Alpha
-16.9%
Beta
0.62
sharpe-R
0.09
Benchmark
SP500 (SPDR S&P 500 ETF Trust)
sharpe-R Benchmark
2.45
The portfolio metrics Alpha, Beta and Sharpe Ratio are computed using a risk free rate of 0%.
Other Information
Calculation Frequency Daily
Latest Valuation Time 2024-11-21 08:29:05
Launch Date 2023-01-01 00:00:00
First Valuation Date 2021-01-01 00:00:00
Max. DrawDown -20.99%
Max. DrawDown Benchmark -8.41%

This Long Only strategy aims to find promising assets to invest in for a maximum holding period of 1 Month in the Equity asset class. This portfolio focuses only on companies in the Industrials sector. The maximum number of assets that can be allocated in this strategy is 10.

The assets selection in this portfolio is based on: Pattern-Driven Strategy.
Please note that all model portfolios assume that the entry price for each trade is the previous close price.

Portfolio Performance against the market Benchmark

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Risk Level
3
Difficulty Level
2

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Follow the portfolio and you will get notified for every change in the composition of the portfolio

Current Portfolio Composition

Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 12.64% 21.93%
ITT ITT Inc. Buy 9.72% 0.22%
SEB Seaboard Corporation Buy 8.43% -2.21%
FLR Fluor Corporation Buy 10.48% 3.41%
TPIC TPI Composites, Inc. Buy 8.52% -15.97%
NL NL Industries, Inc. Buy 9.9% -0.5%
SPCE Virgin Galactic Holdings, Inc. Buy 9.56% -4.02%
TPC Tutor Perini Corporation Buy 9.66% -3.03%
The percentage of cash held in the portfolio is: 21.1%
** The description of each asset is available Here

The latest 5 Compositions change

2024-11-21 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 12.64% 21.93%
ITT ITT Inc. Buy 9.72% 0.22%
SEB Seaboard Corporation Buy 8.43% -2.21%
FLR Fluor Corporation Buy 10.48% 3.41%
TPIC TPI Composites, Inc. Buy 8.52% -15.97%
NL NL Industries, Inc. Buy 9.9% -0.5%
SPCE Virgin Galactic Holdings, Inc. Buy 9.56% -4.02%
TPC Tutor Perini Corporation Buy 9.66% -3.03%
The percentage of cash held in the portfolio is: 21.1%
New Assets Added
None
Assets Removed
Asset Action Perf %
NX Sell All -4.59%
Assets Rebalanced
None
2024-11-20 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 12.36% 19.26%
NX Quanex Building Products Corporation Buy 9.94% -4.04%
ITT ITT Inc. Buy 9.76% 0.75%
SEB Seaboard Corporation Buy 8.41% -2.34%
FLR Fluor Corporation Buy 10.5% 3.68%
TPIC TPI Composites, Inc. Buy 8.6% -15.13%
NL NL Industries, Inc. Buy 9.66% -2.89%
SPCE Virgin Galactic Holdings, Inc. Buy 9.74% -2.16%
TPC Tutor Perini Corporation Buy 9.83% -1.21%
The percentage of cash held in the portfolio is: 11.2%
New Assets Added
None
Assets Removed
Asset Action Perf %
AAON Sell All -5.12%
Assets Rebalanced
None
2024-11-19 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 12.13% 17.61%
NX Quanex Building Products Corporation Buy 9.95% -3.53%
ITT ITT Inc. Buy 9.74% 1.06%
AAON AAON, Inc. Buy 9.15% -4.99%
SEB Seaboard Corporation Buy 8.44% -1.56%
FLR Fluor Corporation Buy 10.5% 4.23%
TPIC TPI Composites, Inc. Buy 8.72% -13.45%
NL NL Industries, Inc. Buy 9.59% -3.14%
SPCE Virgin Galactic Holdings, Inc. Buy 9.9% 0%
TPC Tutor Perini Corporation Buy 9.9% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • SPCE
  • TPC
Assets Removed
None
Assets Rebalanced
None
2024-11-18 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 11.75% 14.3%
NX Quanex Building Products Corporation Buy 9.89% -3.85%
ITT ITT Inc. Buy 9.66% 0.49%
AAON AAON, Inc. Buy 9.27% -3.46%
SEB Seaboard Corporation Buy 8.37% -2.03%
FLR Fluor Corporation Buy 10.27% 2.2%
TPIC TPI Composites, Inc. Buy 9.16% -8.82%
NL NL Industries, Inc. Buy 9.87% 0%
The percentage of cash held in the portfolio is: 21.74%
New Assets Added
  • NL
Assets Removed
Asset Action Perf %
BWXT Sell All 1.35%
HXL Sell All -4.63%
Assets Rebalanced
None
2024-11-15 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 11.55% 13.54%
HXL Hexcel Corporation Buy 9.79% -3.83%
NX Quanex Building Products Corporation Buy 9.95% -2.18%
ITT ITT Inc. Buy 9.5% -0.13%
BWXT BWX Technologies, Inc. Buy 9.79% 2.94%
AAON AAON, Inc. Buy 9.16% -3.66%
SEB Seaboard Corporation Buy 8.42% -0.4%
FLR Fluor Corporation Buy 9.95% 0%
TPIC TPI Composites, Inc. Buy 9.95% 0%
The percentage of cash held in the portfolio is: 11.95%
New Assets Added
  • FLR
  • TPIC
Assets Removed
Asset Action Perf %
BECN Sell All 0.23%
RBC Sell All -0.96%
RYI Sell All -6.39%
Assets Rebalanced
None
2024-11-14 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 11.67% 16.4%
HXL Hexcel Corporation Buy 9.84% -1.79%
BECN Beacon Roofing Supply, Inc. Buy 10.19% 1.65%
NX Quanex Building Products Corporation Buy 9.88% -1.41%
RYI Ryerson Holding Corporation Buy 9.57% -4.56%
RBC RBC Bearings Incorporated Buy 10% -0.26%
ITT ITT Inc. Buy 9.48% 1.14%
BWXT BWX Technologies, Inc. Buy 9.93% 6.05%
AAON AAON, Inc. Buy 9.12% -2.61%
SEB Seaboard Corporation Buy 8.33% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • SEB
Assets Removed
Asset Action Perf %
CCRN Sell All -8.43%
Assets Rebalanced
None
2024-11-13 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 11.81% 18.94%
HXL Hexcel Corporation Buy 9.74% -1.89%
BECN Beacon Roofing Supply, Inc. Buy 10.24% 3.11%
NX Quanex Building Products Corporation Buy 9.76% -1.67%
RYI Ryerson Holding Corporation Buy 9.52% -4.13%
RBC RBC Bearings Incorporated Buy 9.89% -0.36%
ITT ITT Inc. Buy 9.37% 0.94%
BWXT BWX Technologies, Inc. Buy 9.45% 1.89%
AAON AAON, Inc. Buy 9.24% -0.37%
CCRN Cross Country Healthcare, Inc. Buy 8.99% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • CCRN
Assets Removed
Asset Action Perf %
TEX Sell All -9.18%
Assets Rebalanced
None
2024-11-11 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 10.16% 1.08%
HXL Hexcel Corporation Buy 9.94% -1.15%
BECN Beacon Roofing Supply, Inc. Buy 10.31% 2.51%
NX Quanex Building Products Corporation Buy 9.85% -2.05%
RYI Ryerson Holding Corporation Buy 9.77% -2.83%
TEX Terex Corporation Buy 9.56% -4.91%
RBC RBC Bearings Incorporated Buy 10.16% 1.05%
ITT ITT Inc. Buy 9.47% 0.78%
BWXT BWX Technologies, Inc. Buy 9.39% 0%
AAON AAON, Inc. Buy 9.39% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • BWXT
  • AAON
Assets Removed
None
Assets Rebalanced
None
2024-11-08 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 9.86% -2.54%
HXL Hexcel Corporation Buy 9.91% -1.99%
BECN Beacon Roofing Supply, Inc. Buy 10.26% 1.48%
NX Quanex Building Products Corporation Buy 9.88% -2.28%
RYI Ryerson Holding Corporation Buy 9.84% -2.68%
TEX Terex Corporation Buy 9.72% -3.87%
RBC RBC Bearings Incorporated Buy 10.15% 0.38%
ITT ITT Inc. Buy 9.45% 0%
The percentage of cash held in the portfolio is: 20.91%
New Assets Added
  • ITT
Assets Removed
Asset Action Perf %
SPCE Sell All -11.8%
WMS Sell All -2.76%
TRC Sell All -5.66%
Assets Rebalanced
None
2024-11-07 00:00:00 : Portfolio change date
Asset Action Weight PnL
TGI Triumph Group, Inc. Buy 9.8% 0%
HXL Hexcel Corporation Buy 9.8% 0%
SPCE Virgin Galactic Holdings, Inc. Buy 9.8% 0%
BECN Beacon Roofing Supply, Inc. Buy 9.8% 0%
NX Quanex Building Products Corporation Buy 9.8% 0%
WMS Advanced Drainage Systems, Inc. Buy 9.8% 0%
RYI Ryerson Holding Corporation Buy 9.8% 0%
TRC Tejon Ranch Co. Buy 9.8% 0%
TEX Terex Corporation Buy 9.8% 0%
RBC RBC Bearings Incorporated Buy 9.8% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • TGI
  • HXL
  • SPCE
  • BECN
  • NX
  • WMS
  • RYI
  • TRC
  • TEX
  • RBC
Assets Removed
None
Assets Rebalanced
None
2024-10-30 00:00:00 : Portfolio change date
No Asset in the portfolio
The percentage of cash held in the portfolio is: 100%
New Assets Added
None
Assets Removed
Asset Action Perf %
DRS Sell All 1.9%
FBIN Sell All -5.05%
Assets Rebalanced
None
2024-10-25 00:00:00 : Portfolio change date
Asset Action Weight PnL
DRS Leonardo DRS, Inc. Buy 9.69% 1.76%
FBIN Fortune Brands Innovations, Inc. Buy 8.37% -0.53%
The percentage of cash held in the portfolio is: 81.95%
New Assets Added
None
Assets Removed
Asset Action Perf %
GLDD Sell All 3.53%
Assets Rebalanced
None
2024-10-23 00:00:00 : Portfolio change date
Asset Action Weight PnL
DRS Leonardo DRS, Inc. Buy 9.69% 2.15%
GLDD Great Lakes Dredge & Dock Corporation Buy 9.86% 8.11%
FBIN Fortune Brands Innovations, Inc. Buy 8.29% -1.03%
The percentage of cash held in the portfolio is: 72.16%
New Assets Added
None
Assets Removed
Asset Action Perf %
BXC Sell All -5.38%
Assets Rebalanced
None
2024-10-21 00:00:00 : Portfolio change date
Asset Action Weight PnL
DRS Leonardo DRS, Inc. Buy 9.67% 3.05%
GLDD Great Lakes Dredge & Dock Corporation Buy 9.64% 6.75%
BXC BlueLinx Holdings Inc. Buy 9.98% 3.16%
FBIN Fortune Brands Innovations, Inc. Buy 8.45% 1.88%
The percentage of cash held in the portfolio is: 62.27%
New Assets Added
None
Assets Removed
Asset Action Perf %
HEES Sell All 10.12%
FIX Sell All 9.8%
Assets Rebalanced
None
2024-10-18 00:00:00 : Portfolio change date
Asset Action Weight PnL
HEES H&E Equipment Services, Inc. Buy 10.81% 10.93%
FIX Comfort Systems USA, Inc. Buy 10.74% 10.21%
DRS Leonardo DRS, Inc. Buy 9.71% 3.52%
GLDD Great Lakes Dredge & Dock Corporation Buy 9.56% 5.91%
BXC BlueLinx Holdings Inc. Buy 10.01% 3.48%
FBIN Fortune Brands Innovations, Inc. Buy 8.34% 0.59%
The percentage of cash held in the portfolio is: 40.83%
New Assets Added
None
Assets Removed
Asset Action Perf %
AAL Sell All 14.68%
MRCY Sell All -5.99%
Assets Rebalanced
None
2024-10-11 00:00:00 : Portfolio change date
Asset Action Weight PnL
AAL American Airlines Group Inc. Buy 10.46% 5.28%
HEES H&E Equipment Services, Inc. Buy 10.9% 9.72%
FIX Comfort Systems USA, Inc. Buy 10.64% 7.11%
MRCY Mercury Systems, Inc. Buy 9.78% -3.12%
DRS Leonardo DRS, Inc. Buy 9.91% 3.59%
GLDD Great Lakes Dredge & Dock Corporation Buy 9.38% 1.94%
BXC BlueLinx Holdings Inc. Buy 9.83% -0.24%
FBIN Fortune Brands Innovations, Inc. Buy 8.35% -1.19%
The percentage of cash held in the portfolio is: 20.74%
New Assets Added
None
Assets Removed
Asset Action Perf %
LNN Sell All -3.72%
BECN Sell All -4.86%
Assets Rebalanced
None
2024-10-10 00:00:00 : Portfolio change date
Asset Action Weight PnL
AAL American Airlines Group Inc. Buy 10.39% 6.8%
LNN Lindsay Corporation Buy 9.51% -2.15%
HEES H&E Equipment Services, Inc. Buy 10.81% 11.15%
FIX Comfort Systems USA, Inc. Buy 10.5% 7.99%
MRCY Mercury Systems, Inc. Buy 9.8% -0.85%
DRS Leonardo DRS, Inc. Buy 10.31% 10.12%
GLDD Great Lakes Dredge & Dock Corporation Buy 9.23% 2.47%
BXC BlueLinx Holdings Inc. Buy 9.9% 2.67%
BECN Beacon Roofing Supply, Inc. Buy 9.29% -0.97%
FBIN Fortune Brands Innovations, Inc. Buy 8.27% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • FBIN
Assets Removed
Asset Action Perf %
ASPN Sell All -14.27%
Assets Rebalanced
None
2024-10-08 00:00:00 : Portfolio change date
Asset Action Weight PnL
AAL American Airlines Group Inc. Buy 10.04% 3.22%
LNN Lindsay Corporation Buy 9.51% -2.19%
HEES H&E Equipment Services, Inc. Buy 10.55% 8.46%
FIX Comfort Systems USA, Inc. Buy 10.39% 6.92%
MRCY Mercury Systems, Inc. Buy 9.93% 0.46%
DRS Leonardo DRS, Inc. Buy 10.19% 8.9%
GLDD Great Lakes Dredge & Dock Corporation Buy 9.21% 2.29%
ASPN Aspen Aerogels, Inc. Buy 9.07% -5.93%
BXC BlueLinx Holdings Inc. Buy 9.72% 0.74%
BECN Beacon Roofing Supply, Inc. Buy 9.39% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • BECN
Assets Removed
Asset Action Perf %
MATX Sell All -5.25%
Assets Rebalanced
None
2024-10-07 00:00:00 : Portfolio change date
Asset Action Weight PnL
AAL American Airlines Group Inc. Buy 9.94% 3.04%
LNN Lindsay Corporation Buy 9.53% -1.27%
HEES H&E Equipment Services, Inc. Buy 10.4% 7.75%
FIX Comfort Systems USA, Inc. Buy 10.21% 5.85%
MRCY Mercury Systems, Inc. Buy 10.01% 2.1%
MATX Matson, Inc. Buy 9.44% -3.8%
DRS Leonardo DRS, Inc. Buy 10.12% 8.9%
GLDD Great Lakes Dredge & Dock Corporation Buy 9.22% 3.17%
ASPN Aspen Aerogels, Inc. Buy 9.57% 0%
BXC BlueLinx Holdings Inc. Buy 9.57% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • ASPN
  • BXC
Assets Removed
Asset Action Perf %
FWRD Sell All 5.64%
Assets Rebalanced
None
2024-10-03 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.39% 5.88%
AAL American Airlines Group Inc. Buy 9.4% -3.85%
LNN Lindsay Corporation Buy 9.7% -0.81%
HEES H&E Equipment Services, Inc. Buy 10.23% 4.63%
FIX Comfort Systems USA, Inc. Buy 10.21% 4.53%
MRCY Mercury Systems, Inc. Buy 10.19% 2.6%
MATX Matson, Inc. Buy 9.75% -1.95%
DRS Leonardo DRS, Inc. Buy 10.03% 6.57%
GLDD Great Lakes Dredge & Dock Corporation Buy 9.05% 0%
The percentage of cash held in the portfolio is: 11.05%
New Assets Added
  • GLDD
Assets Removed
None
Assets Rebalanced
None
2024-10-02 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.09% 2.72%
AAL American Airlines Group Inc. Buy 9.55% -2.42%
LNN Lindsay Corporation Buy 9.73% -0.62%
HEES H&E Equipment Services, Inc. Buy 10.3% 5.27%
FIX Comfort Systems USA, Inc. Buy 10.02% 2.45%
MRCY Mercury Systems, Inc. Buy 10.3% 3.58%
MATX Matson, Inc. Buy 9.84% -1.18%
DRS Leonardo DRS, Inc. Buy 10.04% 6.57%
The percentage of cash held in the portfolio is: 20.13%
New Assets Added
None
Assets Removed
Asset Action Perf %
PTSI Sell All -1.36%
SAVE Sell All -6.5%
Assets Rebalanced
None
2024-09-30 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.3% 5.76%
AAL American Airlines Group Inc. Buy 10.04% 3.49%
LNN Lindsay Corporation Buy 9.64% -0.59%
HEES H&E Equipment Services, Inc. Buy 9.95% 2.63%
FIX Comfort Systems USA, Inc. Buy 9.94% 2.58%
MRCY Mercury Systems, Inc. Buy 10.1% 2.52%
MATX Matson, Inc. Buy 9.8% -0.6%
SAVE Spirit Airlines, Inc. Buy 9.26% -0.81%
PTSI P.A.M. Transportation Services, Inc. Buy 9.62% 3%
DRS Leonardo DRS, Inc. Buy 9.34% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • DRS
Assets Removed
None
Assets Rebalanced
None
2024-09-27 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.34% 6.03%
AAL American Airlines Group Inc. Buy 10.26% 5.55%
LNN Lindsay Corporation Buy 9.55% -1.67%
HEES H&E Equipment Services, Inc. Buy 9.86% 1.54%
FIX Comfort Systems USA, Inc. Buy 10.13% 4.35%
MRCY Mercury Systems, Inc. Buy 9.98% 1.07%
MATX Matson, Inc. Buy 9.81% -0.76%
SAVE Spirit Airlines, Inc. Buy 9.36% 0%
PTSI P.A.M. Transportation Services, Inc. Buy 9.36% 0%
The percentage of cash held in the portfolio is: 11.36%
New Assets Added
  • SAVE
  • PTSI
Assets Removed
Asset Action Perf %
TGI Sell All -6.73%
BLDR Sell All -5.83%
Assets Rebalanced
None
2024-09-26 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.54% 7.25%
AAL American Airlines Group Inc. Buy 9.64% -1.52%
LNN Lindsay Corporation Buy 9.55% -2.53%
HEES H&E Equipment Services, Inc. Buy 9.84% 0.49%
TGI Triumph Group, Inc. Buy 9.24% -5.62%
BLDR Builders FirstSource, Inc. Buy 9.31% -4.92%
FIX Comfort Systems USA, Inc. Buy 10.11% 3.26%
MRCY Mercury Systems, Inc. Buy 9.85% -1.04%
MATX Matson, Inc. Buy 9.96% 0%
The percentage of cash held in the portfolio is: 11.96%
New Assets Added
  • MATX
Assets Removed
None
Assets Rebalanced
None
2024-09-25 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.83% 11.13%
AAL American Airlines Group Inc. Buy 9.59% -1.16%
LNN Lindsay Corporation Buy 9.64% -0.64%
HEES H&E Equipment Services, Inc. Buy 9.91% 2.11%
TGI Triumph Group, Inc. Buy 9.28% -4.29%
BLDR Builders FirstSource, Inc. Buy 9.28% -4.37%
FIX Comfort Systems USA, Inc. Buy 9.9% 2.08%
MRCY Mercury Systems, Inc. Buy 9.86% 0%
The percentage of cash held in the portfolio is: 21.72%
New Assets Added
  • MRCY
Assets Removed
None
Assets Rebalanced
None
2024-09-23 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.44% 7.28%
AAL American Airlines Group Inc. Buy 9.55% -1.43%
LNN Lindsay Corporation Buy 9.58% -1.18%
HEES H&E Equipment Services, Inc. Buy 9.95% 2.69%
TGI Triumph Group, Inc. Buy 9.64% -0.44%
BLDR Builders FirstSource, Inc. Buy 9.49% -2.03%
FIX Comfort Systems USA, Inc. Buy 9.81% 1.29%
The percentage of cash held in the portfolio is: 31.54%
New Assets Added
None
Assets Removed
Asset Action Perf %
AMRC Sell All -0.5%
SAIA Sell All 4.67%
Assets Rebalanced
None
2024-09-20 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.68% 11.01%
SAIA Saia, Inc. Buy 10.46% 8.75%
AMRC Ameresco, Inc. Buy 9.44% -1.41%
AAL American Airlines Group Inc. Buy 9.53% -0.54%
LNN Lindsay Corporation Buy 9.7% 1.23%
HEES H&E Equipment Services, Inc. Buy 9.9% 3.31%
TGI Triumph Group, Inc. Buy 9.58% 0%
BLDR Builders FirstSource, Inc. Buy 9.58% 0%
FIX Comfort Systems USA, Inc. Buy 9.58% 0%
The percentage of cash held in the portfolio is: 11.58%
New Assets Added
  • TGI
  • BLDR
  • FIX
Assets Removed
None
Assets Rebalanced
None
2024-09-19 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.54% 8.75%
SAIA Saia, Inc. Buy 10.32% 6.47%
AMRC Ameresco, Inc. Buy 9.67% 0.14%
AAL American Airlines Group Inc. Buy 9.53% -1.25%
LNN Lindsay Corporation Buy 9.66% 0%
HEES H&E Equipment Services, Inc. Buy 9.66% 0%
The percentage of cash held in the portfolio is: 40.62%
New Assets Added
  • LNN
  • HEES
Assets Removed
None
Assets Rebalanced
None
2024-09-18 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 10.49% 8.15%
SAIA Saia, Inc. Buy 10.19% 5.05%
AMRC Ameresco, Inc. Buy 9.66% 0%
AAL American Airlines Group Inc. Buy 9.66% 0%
The percentage of cash held in the portfolio is: 59.99%
New Assets Added
  • AMRC
  • AAL
Assets Removed
None
Assets Rebalanced
None
2024-09-12 00:00:00 : Portfolio change date
Asset Action Weight PnL
FWRD Forward Air Corporation Buy 9.63% -2.12%
SAIA Saia, Inc. Buy 9.93% 0.92%
The percentage of cash held in the portfolio is: 80.44%
New Assets Added
None
Assets Removed
Asset Action Perf %
AAL Sell All 1.41%
Assets Rebalanced
None
2024-09-06 00:00:00 : Portfolio change date
Asset Action Weight PnL
AAL American Airlines Group Inc. Buy 10.19% 1.69%
FWRD Forward Air Corporation Buy 9.42% -5.01%
SAIA Saia, Inc. Buy 9.47% -4.54%
The percentage of cash held in the portfolio is: 70.92%
New Assets Added
None
Assets Removed
Asset Action Perf %
GLDD Sell All -6.81%
Assets Rebalanced
None

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