Lynch PEG

Buys by Peter Lynch’s core rule: the price of a share, measured against its earnings, should sit below its expected growth rate. Expected earnings growth for the coming financial year has to be between 10 and 50 percent, and the financing has to be solid. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added four times a year; a share is sold as soon as it no longer meets the rule or as soon as the share is no longer rated green.

This portfolio buys shares.

Performance −0.55%

Lead over QQQ −1.78%

Largest drawdown −5.47%

Win rate —

Cash ratio 59.6%

Portfolio value $99,448

Performance against the yardsticks

Lynch PEG 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
MLI	336.78	$61.30	$54.60	−10.93%	$18,388	18.5%
NVDA	101.78	$196.51	$204.64	+4.14%	$20,827	20.9%
Cash	—	—	—	—	$59,315	59.6%

The rules of this portfolio

Buys: once a quarter
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
MLI	10/01/2026	Buy	336.78	$61.30	Newly selected
NVDA	07/27/2026	Buy	101.78	$196.51	Newly selected

Back to the leaderboard

Performance against the yardsticks

What the portfolio holds

The rules of this portfolio

Every trade with its reason

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