Side Finds
Performance
−4.97%
Lead over QQQ
−6.20%
Largest drawdown
−12.23%
Win rate
30%
Cash ratio
12.7%
Portfolio value
$95,034
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Gain | Value | Share |
|---|---|---|---|---|---|---|
| BELFB | 29.97 | $220.60 | $236.20 | +7.07% | $7,079 | 7.4% |
| BLX | 120.42 | $54.90 | $48.90 | −10.93% | $5,888 | 6.2% |
| BY | 169.81 | $38.00 | $38.50 | +1.32% | $6,538 | 6.9% |
| CAT | 8.93 | $740.20 | $622.75 | −15.87% | $5,562 | 5.9% |
| EBAY | 64.98 | $107.14 | $121.64 | +13.53% | $7,904 | 8.3% |
| GOOGL | 20.09 | $346.47 | $279.84 | −19.23% | $5,623 | 5.9% |
| HST | 263.39 | $25.10 | $25.30 | +0.80% | $6,664 | 7.0% |
| MLI | 114.97 | $57.50 | $54.60 | −5.04% | $6,278 | 6.6% |
| MU | 7.30 | $904.90 | $884.74 | −2.23% | $6,461 | 6.8% |
| NPKI | 522.47 | $11.00 | $9.35 | −15.00% | $4,885 | 5.1% |
| NUE | 24.99 | $264.50 | $273.87 | +3.54% | $6,845 | 7.2% |
| NVDA | 29.14 | $238.90 | $204.64 | −14.34% | $5,963 | 6.3% |
| TK | 465.56 | $14.20 | $14.90 | +4.93% | $6,937 | 7.3% |
| Cash | — | — | — | — | $12,067 | 12.7% |
The rules of this portfolio
- Buys
- every trading day
- Minimum holding period
- 42 days
- Stop-loss
- 20 % below the highest price reached
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
| Stock | Date | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| SNDK | 10/30/2026 | Sell | 3.60 | $1,150.90 | Stop-loss hit (−20 %) |
| BY | 10/22/2026 | Buy | 169.81 | $38.00 | Newly selected |
| BLX | 10/21/2026 | Buy | 120.42 | $54.90 | Newly selected |
| MLI | 10/21/2026 | Buy | 114.97 | $57.50 | Newly selected |
| TK | 10/21/2026 | Buy | 465.56 | $14.20 | Newly selected |
| HST | 10/21/2026 | Buy | 263.39 | $25.10 | Newly selected |
| NUE | 10/21/2026 | Buy | 24.99 | $264.50 | Newly selected |
| CAT | 10/21/2026 | Buy | 8.93 | $740.20 | Newly selected |
| BELFB | 10/21/2026 | Buy | 29.97 | $220.60 | Newly selected |
| BY | 10/21/2026 | Sell | 183.58 | $37.40 | Holding period ended |
| TK | 10/20/2026 | Sell | 521.06 | $13.80 | Holding period ended |
| NUE | 10/20/2026 | Sell | 27.03 | $261.50 | Holding period ended |
| MLI | 10/20/2026 | Sell | 108.96 | $56.80 | Holding period ended |
| ITIC | 10/20/2026 | Sell | 23.63 | $286.60 | Holding period ended |
| HST | 10/20/2026 | Sell | 313.58 | $24.80 | Holding period ended |
| CAT | 10/20/2026 | Sell | 8.43 | $725.20 | Holding period ended |
| BLX | 10/20/2026 | Sell | 123.09 | $55.70 | Holding period ended |
| BELFB | 10/20/2026 | Sell | 27.97 | $212.40 | Holding period ended |
| NPKI | 10/19/2026 | Buy | 522.47 | $11.00 | Newly selected |
| MU | 10/19/2026 | Buy | 7.30 | $904.90 | Newly selected |
| NPKI | 10/15/2026 | Sell | 513.34 | $10.70 | Stop-loss hit (−20 %) |
| MU | 10/15/2026 | Sell | 7.40 | $931.20 | Holding period ended |
| SNDK | 10/13/2026 | Buy | 3.60 | $1,482.30 | Newly selected |
| SNDK | 10/12/2026 | Sell | 3.58 | $1,487.30 | Stop-loss hit (−20 %) |
| NVDA | 10/05/2026 | Buy | 29.14 | $238.90 | Newly selected |
| EBAY | 10/05/2026 | Buy | 64.98 | $107.14 | Newly selected |
| GOOGL | 10/05/2026 | Buy | 20.09 | $346.47 | Newly selected |
| BY | 09/09/2026 | Buy | 183.58 | $37.90 | Newly selected |
| ITIC | 09/08/2026 | Buy | 23.63 | $293.30 | Newly selected |
| NPKI | 09/08/2026 | Buy | 513.34 | $13.50 | Newly selected |
| BLX | 09/08/2026 | Buy | 123.09 | $56.30 | Newly selected |
| MLI | 09/08/2026 | Buy | 108.96 | $63.60 | Newly selected |
| TK | 09/08/2026 | Buy | 521.06 | $13.30 | Newly selected |
| HST | 09/08/2026 | Buy | 313.58 | $22.10 | Newly selected |
| NUE | 09/08/2026 | Buy | 27.03 | $256.40 | Newly selected |
| CAT | 09/08/2026 | Buy | 8.43 | $822.50 | Newly selected |
| BELFB | 09/08/2026 | Buy | 27.97 | $247.80 | Newly selected |
| VEEV | 09/08/2026 | Sell | 72.93 | $264.80 | Holding period ended |
| MCO | 09/08/2026 | Sell | 29.39 | $481.30 | Holding period ended |
| DECK | 09/08/2026 | Sell | 146.22 | $82.60 | Stop-loss hit (−20 %) |
| CRVL | 09/08/2026 | Sell | 236.52 | $67.70 | Holding period ended |
| BY | 09/08/2026 | Sell | 369.14 | $38.30 | Holding period ended |
| AVPT | 09/08/2026 | Sell | 1,116.07 | $13.20 | Holding period ended |
| SNDK | 09/03/2026 | Buy | 3.58 | $1,555.00 | Newly selected |
| MU | 09/03/2026 | Buy | 7.40 | $958.20 | Newly selected |
| BELFB | 09/03/2026 | Sell | 52.85 | $239.90 | Stop-loss hit (−20 %) |
| VEEV | 07/27/2026 | Buy | 72.93 | $194.50 | Newly selected |
| AVPT | 07/27/2026 | Buy | 1,116.07 | $12.80 | Newly selected |
| CRVL | 07/27/2026 | Buy | 236.52 | $60.40 | Newly selected |
| MCO | 07/27/2026 | Buy | 29.39 | $486.00 | Newly selected |
| DECK | 07/27/2026 | Buy | 146.22 | $97.70 | Newly selected |
| BY | 07/27/2026 | Buy | 369.14 | $38.70 | Newly selected |
| BELFB | 07/27/2026 | Buy | 52.85 | $270.30 | Newly selected |