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
- +0.48%
- Lead over QQQ
- −0.38%
- Largest drawdown
- −1.58%
- Win rate
- —
- Cash ratio
- 39.7%
- Portfolio value
- $100,484
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Gain | Value | Share |
|---|---|---|---|---|---|---|
| CRVL | 331.13 | $60.40 | $60.10 | −0.50% | $19,901 | 19.8% |
| MCO | 41.15 | $486.00 | $478.40 | −1.56% | $19,687 | 19.6% |
| VEEV | 102.83 | $194.50 | $203.80 | +4.78% | $20,956 | 20.9% |
| Cash | — | — | — | — | $39,940 | 39.7% |
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 | VEEV | Buy | 102.83 | $194.50 | Newly selected |
| 07/27/2026 | MCO | Buy | 41.15 | $486.00 | Newly selected |
| 07/27/2026 | CRVL | Buy | 331.13 | $60.40 | Newly selected |