Fair Weather
Buys shares in steady uptrends — but only while the broader market plays along. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. If our market-breadth reading slips into the red, the portfolio goes fully to cash and only buys again once the reading recovers. An individual share is sold as soon as it loses its uptrend or is no longer rated green.
This portfolio buys shares.
- Performance
- −2.20%
- Lead over QQQ
- −3.06%
- Largest drawdown
- −8.86%
- Win rate
- —
- Cash ratio
- 0.0%
- Portfolio value
- $97,797
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Gain | Value | Share |
|---|---|---|---|---|---|---|
| ALNT | 230.41 | $86.80 | $87.50 | +0.81% | $20,161 | 20.6% |
| BELFB | 73.99 | $270.30 | $272.00 | +0.63% | $20,126 | 20.6% |
| CON | 626.96 | $31.90 | $31.70 | −0.63% | $19,875 | 20.3% |
| ECG | 156.74 | $127.60 | $125.40 | −1.72% | $19,655 | 20.1% |
| KEX | 137.15 | $145.10 | $131.10 | −9.65% | $17,980 | 18.4% |
| Cash | — | — | — | — | $0 | 0.0% |
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.
| Date | Stock | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| 07/27/2026 | KEX | Buy | 137.15 | $145.10 | Newly selected |
| 07/27/2026 | CON | Buy | 626.96 | $31.90 | Newly selected |
| 07/27/2026 | ECG | Buy | 156.74 | $127.60 | Newly selected |
| 07/27/2026 | ALNT | Buy | 230.41 | $86.80 | Newly selected |
| 07/27/2026 | BELFB | Buy | 73.99 | $270.30 | Newly selected |