Fundamental Rank

Buys the shares with the best overall grade across several balance-sheet and valuation measures. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a share is sold as soon as it drops out of the top group or is no longer rated green.

This portfolio buys shares.

Performance +1.07%

Lead over QQQ −4.03%

Largest drawdown −2.44%

Win rate —

Cash ratio 79.1%

Portfolio value $101,074

Performance against the yardsticks

Fundamental Rank Nasdaq 100 (QQQ) S&P 500 (SPY) All three lines start at 100 — otherwise they could not be compared.

What the portfolio holds

Stock	Shares	Entry	Price	Gain	Value	Share
AVPT	1,562.50	$12.80	$13.50	+5.47%	$21,094	20.9%
Cash	—	—	—	—	$79,980	79.1%

The rules of this portfolio

Buys: once a month
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
AVPT	07/27/2026	Buy	1,562.50	$12.80	Newly selected

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Performance against the yardsticks

What the portfolio holds

The rules of this portfolio

Every trade with its reason

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