Get the composition of our in-house portfolios

All portfolios and performance
Portfolio Ref: EQXS20LO3W
Performance in the last:
Follow this Portfolio
1D 0.6 %
1W 0.8 %
2W 0.9 %
1M -2.7 %
3M -13.6 %
6M -6.6 %
9M -2.5 %
1Y -0.7 %
Alpha
-30.0%
Beta
0.87
sharpe-R
0.09
Benchmark
SP500 (SPDR S&P 500 ETF Trust)
sharpe-R Benchmark
2.97
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 2024-10-18 07:54:05
Launch Date 2023-01-01 00:00:00
First Valuation Date 2021-01-01 00:00:00
Max. DrawDown -18.51%
Max. DrawDown Benchmark -8.41%

This Long Only strategy aims to find promising assets to invest in for a maximum holding period of 3 Weeks in the Equity asset class. The maximum number of assets that can be allocated in this strategy is 20.

The assets selection in this portfolio is based on: Macro-Pattern Mix St..
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
2
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
HWKN Hawkins, Inc. Buy 5.06% 6.81%
APA APA Corporation Buy 4.72% -2.88%
AMPY Amplify Energy Corp. Buy 4.77% -0.74%
IRWD Ironwood Pharmaceuticals, Inc. Buy 5% 4.23%
TWLO Twilio Inc. Buy 5.08% 5.75%
SJT San Juan Basin Royalty Trust Buy 4.94% 3.35%
PLL Piedmont Lithium Inc. Buy 4.65% -2.9%
OLN Olin Corporation Buy 4.78% -1.15%
FWRD Forward Air Corporation Buy 5.15% 6.67%
CIX CompX International Inc. Buy 4.79% 1.7%
AVGO Broadcom Inc. Buy 4.6% -2.38%
ARCH Arch Resources, Inc. Buy 4.67% -1.45%
ARDX Ardelyx, Inc. Buy 4.57% -3.48%
EGHT 8x8, Inc. Buy 4.76% 0.51%
ARWR Arrowhead Pharmaceuticals, Inc. Buy 5.26% 7.64%
VCEL Vericel Corporation Buy 4.72% -3.37%
BKD Brookdale Senior Living Inc. Buy 5.33% 9.26%
RIOT Riot Blockchain, Inc. Buy 5.14% 5.26%
CDXS Codexis, Inc. Buy 5.31% -0.59%
NKTR Nektar Therapeutics Buy 4.71% 0%
The percentage of cash held in the portfolio is: 2%
** The description of each asset is available Here

The latest 5 Compositions change

2024-10-18 00:00:00 : Portfolio change date
Asset Action Weight PnL
HWKN Hawkins, Inc. Buy 5.06% 6.81%
APA APA Corporation Buy 4.72% -2.88%
AMPY Amplify Energy Corp. Buy 4.77% -0.74%
IRWD Ironwood Pharmaceuticals, Inc. Buy 5% 4.23%
TWLO Twilio Inc. Buy 5.08% 5.75%
SJT San Juan Basin Royalty Trust Buy 4.94% 3.35%
PLL Piedmont Lithium Inc. Buy 4.65% -2.9%
OLN Olin Corporation Buy 4.78% -1.15%
FWRD Forward Air Corporation Buy 5.15% 6.67%
CIX CompX International Inc. Buy 4.79% 1.7%
AVGO Broadcom Inc. Buy 4.6% -2.38%
ARCH Arch Resources, Inc. Buy 4.67% -1.45%
ARDX Ardelyx, Inc. Buy 4.57% -3.48%
EGHT 8x8, Inc. Buy 4.76% 0.51%
ARWR Arrowhead Pharmaceuticals, Inc. Buy 5.26% 7.64%
VCEL Vericel Corporation Buy 4.72% -3.37%
BKD Brookdale Senior Living Inc. Buy 5.33% 9.26%
RIOT Riot Blockchain, Inc. Buy 5.14% 5.26%
CDXS Codexis, Inc. Buy 5.31% -0.59%
NKTR Nektar Therapeutics Buy 4.71% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • NKTR
Assets Removed
Asset Action Perf %
RDNT Sell All -3.2%
Assets Rebalanced
None
2024-10-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
HWKN Hawkins, Inc. Buy 5.04% 5.83%
APA APA Corporation Buy 4.74% -3.16%
AMPY Amplify Energy Corp. Buy 4.75% -1.63%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.98% 3.05%
TWLO Twilio Inc. Buy 5.11% 5.66%
SJT San Juan Basin Royalty Trust Buy 4.88% 1.29%
PLL Piedmont Lithium Inc. Buy 5.38% 11.81%
OLN Olin Corporation Buy 4.71% -3.17%
FWRD Forward Air Corporation Buy 4.69% -3.53%
CIX CompX International Inc. Buy 4.66% -1.7%
AVGO Broadcom Inc. Buy 4.48% -5.36%
ARCH Arch Resources, Inc. Buy 4.72% -1.13%
ARDX Ardelyx, Inc. Buy 4.71% -1.16%
EGHT 8x8, Inc. Buy 5.06% 6.12%
ARWR Arrowhead Pharmaceuticals, Inc. Buy 5.05% 2.69%
RDNT RadNet, Inc. Buy 4.92% 0.2%
VCEL Vericel Corporation Buy 4.9% -0.33%
BKD Brookdale Senior Living Inc. Buy 4.93% 0.33%
RIOT Riot Blockchain, Inc. Buy 4.93% 0.34%
CDXS Codexis, Inc. Buy 5.37% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • CDXS
Assets Removed
Asset Action Perf %
ANF Sell All 12.77%
Assets Rebalanced
None
2024-10-15 00:00:00 : Portfolio change date
Asset Action Weight PnL
ANF Abercrombie & Fitch Co. Buy 5.16% 9.44%
HWKN Hawkins, Inc. Buy 4.9% 3.61%
APA APA Corporation Buy 5.05% 4.05%
AMPY Amplify Energy Corp. Buy 4.92% 2.52%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.83% 0.7%
TWLO Twilio Inc. Buy 5.13% 6.93%
SJT San Juan Basin Royalty Trust Buy 5.05% 5.67%
PLL Piedmont Lithium Inc. Buy 5.36% 12.23%
OLN Olin Corporation Buy 4.78% -0.88%
FWRD Forward Air Corporation Buy 4.57% -5.39%
CIX CompX International Inc. Buy 4.7% -0.07%
AVGO Broadcom Inc. Buy 4.61% -1.96%
ARCH Arch Resources, Inc. Buy 4.78% 0.9%
ARDX Ardelyx, Inc. Buy 4.69% -0.83%
EGHT 8x8, Inc. Buy 5.09% 7.65%
ARWR Arrowhead Pharmaceuticals, Inc. Buy 4.88% 0%
RDNT RadNet, Inc. Buy 4.88% 0%
VCEL Vericel Corporation Buy 4.88% 0%
BKD Brookdale Senior Living Inc. Buy 4.88% 0%
RIOT Riot Blockchain, Inc. Buy 4.88% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • ARWR
  • RDNT
  • VCEL
  • BKD
  • RIOT
Assets Removed
Asset Action Perf %
MSTR Sell All 34.47%
NESR Sell All -5.98%
Assets Rebalanced
None
2024-10-14 00:00:00 : Portfolio change date
Asset Action Weight PnL
MSTR MicroStrategy Incorporated Buy 5.99% 41.76%
ANF Abercrombie & Fitch Co. Buy 4.93% 5.38%
HWKN Hawkins, Inc. Buy 4.89% 4.1%
APA APA Corporation Buy 5.09% 5.49%
AMPY Amplify Energy Corp. Buy 4.97% 4.45%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.76% 0%
TWLO Twilio Inc. Buy 5.04% 5.86%
SJT San Juan Basin Royalty Trust Buy 5.1% 7.47%
PLL Piedmont Lithium Inc. Buy 5.77% 21.56%
OLN Olin Corporation Buy 4.74% -1.15%
FWRD Forward Air Corporation Buy 4.67% -2.47%
CIX CompX International Inc. Buy 4.75% 1.67%
AVGO Broadcom Inc. Buy 4.56% -2.4%
ARCH Arch Resources, Inc. Buy 4.74% 0.86%
NESR National Energy Services Reunited Corp. Buy 4.55% -3.26%
ARDX Ardelyx, Inc. Buy 4.69% 0%
EGHT 8x8, Inc. Buy 4.69% 0%
The percentage of cash held in the portfolio is: 16.08%
New Assets Added
  • ARDX
  • EGHT
Assets Removed
None
Assets Rebalanced
None
2024-10-11 00:00:00 : Portfolio change date
Asset Action Weight PnL
MSTR MicroStrategy Incorporated Buy 5.27% 22.25%
ANF Abercrombie & Fitch Co. Buy 4.81% 0.81%
HWKN Hawkins, Inc. Buy 4.91% 2.54%
APA APA Corporation Buy 5.15% 4.68%
AMPY Amplify Energy Corp. Buy 4.97% 2.37%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.8% -1.17%
TWLO Twilio Inc. Buy 5.12% 5.57%
SJT San Juan Basin Royalty Trust Buy 4.92% 1.8%
PLL Piedmont Lithium Inc. Buy 5.74% 18.79%
OLN Olin Corporation Buy 4.77% -2.31%
FWRD Forward Air Corporation Buy 4.62% -5.39%
CIX CompX International Inc. Buy 4.62% -2.91%
AVGO Broadcom Inc. Buy 4.75% -0.14%
ARCH Arch Resources, Inc. Buy 4.79% 0%
NESR National Energy Services Reunited Corp. Buy 4.79% 0%
The percentage of cash held in the portfolio is: 25.97%
New Assets Added
  • ARCH
  • NESR
Assets Removed
Asset Action Perf %
CBT Sell All NA
FIX Sell All NA
TSLA Sell All NA
BECN Sell All NA
Assets Rebalanced
None
2024-10-10 00:00:00 : Portfolio change date
Asset Action Weight PnL
CBT Cabot Corporation Buy 4.76% -0.26%
FIX Comfort Systems USA, Inc. Buy 5.16% 7.99%
TSLA Tesla, Inc. Buy 4.72% -1.18%
MSTR MicroStrategy Incorporated Buy 5.41% 25.97%
ANF Abercrombie & Fitch Co. Buy 4.71% -0.87%
HWKN Hawkins, Inc. Buy 5.01% 4.99%
APA APA Corporation Buy 5.03% 2.61%
AMPY Amplify Energy Corp. Buy 4.97% 2.67%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.78% -1.17%
TWLO Twilio Inc. Buy 5.04% 4.17%
SJT San Juan Basin Royalty Trust Buy 4.72% -2.06%
PLL Piedmont Lithium Inc. Buy 5.73% 18.79%
OLN Olin Corporation Buy 4.76% -2.31%
FWRD Forward Air Corporation Buy 4.67% -4.17%
BECN Beacon Roofing Supply, Inc. Buy 4.82% -0.97%
CIX CompX International Inc. Buy 4.74% 0%
AVGO Broadcom Inc. Buy 4.74% 0%
The percentage of cash held in the portfolio is: 16.23%
New Assets Added
  • CIX
  • AVGO
Assets Removed
Asset Action Perf %
HEES Sell All 11.15%
LNN Sell All -2.15%
Assets Rebalanced
None
2024-10-09 00:00:00 : Portfolio change date
Asset Action Weight PnL
HEES H&E Equipment Services, Inc. Buy 5.43% 9.59%
LNN Lindsay Corporation Buy 4.8% -3.18%
CBT Cabot Corporation Buy 4.79% -0.35%
FIX Comfort Systems USA, Inc. Buy 5.12% 6.58%
TSLA Tesla, Inc. Buy 4.82% 0.24%
MSTR MicroStrategy Incorporated Buy 5.36% 24.08%
ANF Abercrombie & Fitch Co. Buy 4.8% 0.19%
HWKN Hawkins, Inc. Buy 4.99% 3.87%
APA APA Corporation Buy 5.05% 2.34%
AMPY Amplify Energy Corp. Buy 5.06% 4.01%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.74% -2.58%
TWLO Twilio Inc. Buy 4.97% 2.03%
SJT San Juan Basin Royalty Trust Buy 4.68% -3.61%
PLL Piedmont Lithium Inc. Buy 5.19% 7.02%
OLN Olin Corporation Buy 4.9% 0%
FWRD Forward Air Corporation Buy 4.88% -0.42%
BECN Beacon Roofing Supply, Inc. Buy 4.89% -0.27%
The percentage of cash held in the portfolio is: 15.54%
New Assets Added
None
Assets Removed
Asset Action Perf %
TSE Sell All -7.88%
AMRC Sell All -7.48%
PARR Sell All -8.8%
Assets Rebalanced
None
2024-10-08 00:00:00 : Portfolio change date
Asset Action Weight PnL
AMRC Ameresco, Inc. Buy 4.7% -3.89%
HEES H&E Equipment Services, Inc. Buy 5.31% 8.46%
LNN Lindsay Corporation Buy 4.79% -2.19%
CBT Cabot Corporation Buy 4.73% -0.35%
FIX Comfort Systems USA, Inc. Buy 5.08% 6.92%
TSLA Tesla, Inc. Buy 4.69% -1.27%
MSTR MicroStrategy Incorporated Buy 5.3% 24.08%
ANF Abercrombie & Fitch Co. Buy 4.63% -2.15%
HWKN Hawkins, Inc. Buy 4.82% 1.49%
APA APA Corporation Buy 5.12% 5.11%
AMPY Amplify Energy Corp. Buy 5.15% 7.12%
TSE Trinseo PLC Buy 4.67% -2.88%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.53% -5.87%
TWLO Twilio Inc. Buy 4.97% 3.31%
PARR Par Pacific Holdings, Inc. Buy 4.66% -3.21%
SJT San Juan Basin Royalty Trust Buy 4.72% -1.55%
PLL Piedmont Lithium Inc. Buy 5.6% 16.77%
OLN Olin Corporation Buy 4.84% 0%
FWRD Forward Air Corporation Buy 4.84% 0%
BECN Beacon Roofing Supply, Inc. Buy 4.84% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • OLN
  • FWRD
  • BECN
Assets Removed
Asset Action Perf %
UUUU Sell All 1.89%
FOR Sell All -0.85%
MATX Sell All -5.25%
Assets Rebalanced
None
2024-10-07 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.95% 1.41%
AMRC Ameresco, Inc. Buy 4.67% -4.33%
HEES H&E Equipment Services, Inc. Buy 5.26% 7.75%
LNN Lindsay Corporation Buy 4.82% -1.27%
CBT Cabot Corporation Buy 4.71% -0.64%
FIX Comfort Systems USA, Inc. Buy 5.02% 5.85%
TSLA Tesla, Inc. Buy 4.86% 2.53%
UUUU Energy Fuels Inc. Buy 5.53% 6.98%
MSTR MicroStrategy Incorporated Buy 5.02% 17.7%
ANF Abercrombie & Fitch Co. Buy 4.86% 2.97%
MATX Matson, Inc. Buy 4.46% -3.8%
HWKN Hawkins, Inc. Buy 4.73% -0.2%
APA APA Corporation Buy 5.1% 4.79%
AMPY Amplify Energy Corp. Buy 5.05% 5.19%
TSE Trinseo PLC Buy 4.94% 2.88%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.85% 0.94%
TWLO Twilio Inc. Buy 4.88% 1.64%
PARR Par Pacific Holdings, Inc. Buy 4.72% -1.81%
SJT San Juan Basin Royalty Trust Buy 4.79% 0%
PLL Piedmont Lithium Inc. Buy 4.79% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • SJT
  • PLL
Assets Removed
None
Assets Rebalanced
None
2024-10-04 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 5.02% 0.56%
AMRC Ameresco, Inc. Buy 4.72% -5.38%
HEES H&E Equipment Services, Inc. Buy 5.22% 4.66%
LNN Lindsay Corporation Buy 4.87% -2.4%
CBT Cabot Corporation Buy 4.74% -2.02%
FIX Comfort Systems USA, Inc. Buy 5.02% 3.74%
TSLA Tesla, Inc. Buy 4.78% -1.34%
UUUU Energy Fuels Inc. Buy 5.58% 5.85%
MSTR MicroStrategy Incorporated Buy 4.74% 8.96%
ANF Abercrombie & Fitch Co. Buy 4.55% -5.62%
MATX Matson, Inc. Buy 4.56% -3.7%
HWKN Hawkins, Inc. Buy 4.75% -1.86%
APA APA Corporation Buy 5.14% 3.39%
AMPY Amplify Energy Corp. Buy 5.06% 3.12%
TSE Trinseo PLC Buy 4.74% -3.33%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.87% -0.7%
TWLO Twilio Inc. Buy 4.9% -0.18%
PARR Par Pacific Holdings, Inc. Buy 4.91% 0%
The percentage of cash held in the portfolio is: 11.82%
New Assets Added
  • PARR
Assets Removed
Asset Action Perf %
SABR Sell All -7.34%
Assets Rebalanced
None
2024-10-03 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.92% -0.16%
AMRC Ameresco, Inc. Buy 4.99% 1.24%
HEES H&E Equipment Services, Inc. Buy 5.16% 4.63%
LNN Lindsay Corporation Buy 4.89% -0.81%
CBT Cabot Corporation Buy 4.76% -0.54%
FIX Comfort Systems USA, Inc. Buy 5% 4.53%
TSLA Tesla, Inc. Buy 4.88% 2.09%
UUUU Energy Fuels Inc. Buy 5.8% 11.32%
MSTR MicroStrategy Incorporated Buy 4.72% 9.78%
ANF Abercrombie & Fitch Co. Buy 4.48% -5.9%
MATX Matson, Inc. Buy 4.58% -1.95%
SABR Sabre Corporation Buy 4.96% -4.89%
HWKN Hawkins, Inc. Buy 4.87% 1.88%
APA APA Corporation Buy 4.93% 0.39%
AMPY Amplify Energy Corp. Buy 4.85% 0%
TSE Trinseo PLC Buy 4.85% 0%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.85% 0%
TWLO Twilio Inc. Buy 4.85% 0%
The percentage of cash held in the portfolio is: 11.69%
New Assets Added
  • AMPY
  • TSE
  • IRWD
  • TWLO
Assets Removed
Asset Action Perf %
MODG Sell All -5.32%
Assets Rebalanced
None
2024-10-02 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.98% 1.25%
AMRC Ameresco, Inc. Buy 5.06% 2.92%
HEES H&E Equipment Services, Inc. Buy 5.17% 5.27%
LNN Lindsay Corporation Buy 4.88% -0.62%
CBT Cabot Corporation Buy 4.75% -0.3%
FIX Comfort Systems USA, Inc. Buy 4.88% 2.45%
TSLA Tesla, Inc. Buy 5.04% 5.78%
UUUU Energy Fuels Inc. Buy 5.48% 5.47%
MSTR MicroStrategy Incorporated Buy 4.65% 8.48%
ANF Abercrombie & Fitch Co. Buy 4.54% -4.48%
MATX Matson, Inc. Buy 4.61% -1.18%
SABR Sabre Corporation Buy 5.1% -1.9%
HWKN Hawkins, Inc. Buy 4.82% 1.04%
MODG Topgolf Callaway Brands Corp. Buy 4.67% -2.02%
APA APA Corporation Buy 4.89% 0%
The percentage of cash held in the portfolio is: 26.47%
New Assets Added
  • APA
Assets Removed
Asset Action Perf %
DDD Sell All 0%
NTNX Sell All -7.17%
TER Sell All -6.13%
Assets Rebalanced
None
2024-10-01 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.92% 1.47%
AMRC Ameresco, Inc. Buy 5.07% 4.66%
HEES H&E Equipment Services, Inc. Buy 5.04% 3.95%
LNN Lindsay Corporation Buy 4.84% -0.19%
CBT Cabot Corporation Buy 4.72% 0.52%
FIX Comfort Systems USA, Inc. Buy 4.83% 2.65%
TSLA Tesla, Inc. Buy 5.04% 7.26%
UUUU Energy Fuels Inc. Buy 5.31% 3.58%
NTNX Nutanix, Inc. Buy 4.99% -2.58%
MSTR MicroStrategy Incorporated Buy 4.75% 12.42%
ANF Abercrombie & Fitch Co. Buy 4.61% -1.55%
MATX Matson, Inc. Buy 4.59% -0.12%
TER Teradyne, Inc. Buy 5% -2.53%
SABR Sabre Corporation Buy 5.11% -0.27%
DDD 3D Systems Corporation Buy 5.45% 6.37%
HWKN Hawkins, Inc. Buy 4.77% 1.62%
MODG Topgolf Callaway Brands Corp. Buy 4.73% 0.73%
The percentage of cash held in the portfolio is: 16.23%
New Assets Added
None
Assets Removed
Asset Action Perf %
TSE Sell All 8.72%
HGV Sell All -5.02%
RMNI Sell All -9.31%
Assets Rebalanced
None
2024-09-30 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.89% 2.07%
AMRC Ameresco, Inc. Buy 5.1% 6.48%
HEES H&E Equipment Services, Inc. Buy 4.92% 2.63%
LNN Lindsay Corporation Buy 4.76% -0.59%
CBT Cabot Corporation Buy 4.63% -0.32%
TSE Trinseo PLC Buy 5.43% 16.81%
FIX Comfort Systems USA, Inc. Buy 4.77% 2.58%
TSLA Tesla, Inc. Buy 4.96% 6.78%
UUUU Energy Fuels Inc. Buy 5.3% 4.53%
NTNX Nutanix, Inc. Buy 4.97% -1.99%
MSTR MicroStrategy Incorporated Buy 4.91% 17.5%
ANF Abercrombie & Fitch Co. Buy 4.71% 1.69%
HGV Hilton Grand Vacations Inc. Buy 4.61% -0.5%
MATX Matson, Inc. Buy 4.52% -0.6%
RMNI Rimini Street, Inc. Buy 4.65% -8.33%
TER Teradyne, Inc. Buy 4.97% -2.02%
SABR Sabre Corporation Buy 5.13% 1.09%
DDD 3D Systems Corporation Buy 5.49% 8.24%
HWKN Hawkins, Inc. Buy 4.65% 0%
MODG Topgolf Callaway Brands Corp. Buy 4.65% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • HWKN
  • MODG
Assets Removed
Asset Action Perf %
BLBD Sell All -9.13%
Assets Rebalanced
None
2024-09-27 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.84% 0.97%
AMRC Ameresco, Inc. Buy 5.13% 6.98%
HEES H&E Equipment Services, Inc. Buy 4.87% 1.54%
LNN Lindsay Corporation Buy 4.71% -1.67%
CBT Cabot Corporation Buy 4.67% 0.39%
TSE Trinseo PLC Buy 5.66% 21.7%
FIX Comfort Systems USA, Inc. Buy 4.85% 4.35%
BLBD Blue Bird Corporation Buy 4.45% -4.29%
TSLA Tesla, Inc. Buy 4.85% 4.22%
UUUU Energy Fuels Inc. Buy 5.32% 4.91%
NTNX Nutanix, Inc. Buy 5.1% 0.62%
MSTR MicroStrategy Incorporated Buy 4.63% 10.68%
ANF Abercrombie & Fitch Co. Buy 4.5% -2.93%
HGV Hilton Grand Vacations Inc. Buy 4.59% -0.97%
MATX Matson, Inc. Buy 4.51% -0.76%
RMNI Rimini Street, Inc. Buy 5.07% 0%
TER Teradyne, Inc. Buy 5.07% 0%
SABR Sabre Corporation Buy 5.07% 0%
DDD 3D Systems Corporation Buy 5.07% 0%
The percentage of cash held in the portfolio is: 7.07%
New Assets Added
  • RMNI
  • TER
  • SABR
  • DDD
Assets Removed
Asset Action Perf %
CMTL Sell All -9.31%
SPWH Sell All 24.27%
LUMN Sell All 26.18%
TPL Sell All -4.56%
TGI Sell All -6.73%
Assets Rebalanced
None

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Market Overview

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