Turnaround

Buys shares in companies that are finding their footing again after a weak stretch — the figures are improving while the share price has not caught up. 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 off the list or is no longer rated green.

This portfolio buys shares.

Performance +7.35%

Lead over QQQ +2.25%

Largest drawdown −2.30%

Win rate 50%

Cash ratio 82.3%

Portfolio value $107,352

Performance against the yardsticks

Turnaround 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
MCO	41.15	$486.00	$461.90	−4.96%	$19,008	17.7%
Cash	—	—	—	—	$88,344	82.3%

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
VEEV	08/28/2026	Sell	102.83	$276.70	No longer selected
CRVL	07/27/2026	Sell	331.13	$60.40	No longer selected
VEEV	07/27/2026	Buy	102.83	$194.50	Newly selected
MCO	07/27/2026	Buy	41.15	$486.00	Newly selected
CRVL	07/27/2026	Buy	331.13	$60.40	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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