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Buy Day today: Good (62) Broad market participation · no major macro event

Levermann

Buys by Susan Levermann’s scoring system, here with eleven of the thirteen original criteria: what the company earns on its own equity, how much of its revenue is left as operating profit, how much of the balance sheet is equity rather than debt, the price-earnings ratio, analyst opinion (deliberately read against the crowd for large companies), raised or lowered earnings estimates, expected earnings growth, and the price record over six and twelve months along with its momentum and a comparison of the last three months against the market average. Each criterion scores plus one, zero or minus one point; a share qualifies from four points for companies from five billion dollars in market value up, and from seven points for smaller ones. 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 its score is no longer at buy level or it is no longer rated green.

This portfolio buys shares.

Performance −2.61%
Lead over QQQ −7.71%
Largest drawdown −7.83%
Win rate 50%
Cash ratio 14.6%
Portfolio value $97,393

Performance against the yardsticks

Levermann 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
AAPL 21.20 $336.91 $332.27 −1.38% $7,043 7.2%
CAT 1.56 $873.28 $798.60 −8.55% $1,242 1.3%
DECK 204.71 $97.70 $79.70 −18.42% $16,315 16.8%
ECG 57.20 $113.70 $113.30 −0.35% $6,481 6.7%
GOOGL 21.86 $326.56 $338.50 +3.66% $7,400 7.6%
KEX 49.22 $145.10 $138.40 −4.62% $6,812 7.0%
KLAC 35.11 $203.40 $169.00 −16.91% $5,934 6.1%
MU 7.93 $900.20 $977.50 +8.59% $7,752 8.0%
NVDA 36.33 $196.51 $218.29 +11.08% $7,931 8.1%
SNDK 5.59 $1,278.23 $1,614.40 +26.30% $9,017 9.3%
V 19.69 $362.53 $369.90 +2.03% $7,285 7.5%
Cash $14,181 14.6%

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
WMT 09/08/2026 Sell 1.08 $106.10 No longer selected
LRCX 09/03/2026 Sell 24.49 $292.70 No longer selected
LLY 09/03/2026 Sell 5.96 $1,159.60 No longer selected
WMT 09/01/2026 Buy 1.08 $105.90 Newly selected
ECG 09/01/2026 Buy 57.20 $113.70 Newly selected
WMT 08/20/2026 Sell 63.89 $103.80 No longer selected
CAT 07/27/2026 Buy 1.56 $873.28 Newly selected
WMT 07/27/2026 Buy 63.89 $111.74 Newly selected
V 07/27/2026 Buy 19.69 $362.53 Newly selected
SNDK 07/27/2026 Buy 5.59 $1,278.23 Newly selected
NVDA 07/27/2026 Buy 36.33 $196.51 Newly selected
GOOGL 07/27/2026 Buy 21.86 $326.56 Newly selected
MU 07/27/2026 Buy 7.93 $900.20 Newly selected
LLY 07/27/2026 Buy 5.96 $1,197.53 Newly selected
LRCX 07/27/2026 Buy 24.49 $291.60 Newly selected
KLAC 07/27/2026 Buy 35.11 $203.40 Newly selected
KEX 07/27/2026 Buy 49.22 $145.10 Newly selected
AAPL 07/27/2026 Buy 21.20 $336.91 Newly selected
DECK 07/27/2026 Buy 204.71 $97.70 Newly selected

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