CORRELATED

Live Portfolio Performance

Every call below links back to the original research, timestamped at the price it was published.

Cumulative Avg. Return -21.61%
Win Rate 0.0%
Active Holdings 2
Total Picks 2
Portfolio Beta (SPY) ? Equal-weight average of each active holding's own beta (2 of 2 active holdings have enough daily price history to contribute). Closed positions aren't included - this reflects the risk of the portfolio you'd be holding today. 2.21

Portfolio Allocation

Box size = weight in the max-Sharpe (tangency) portfolio. Color = return since entry.

Active Holdings

Marked to live market price
Ticker Research Published Entry Current Return Days Held Beta (SPY) ? Slope of a linear regression (numpy.polyfit) of this pick's daily returns against SPY's daily returns over its holding period. Needs at least 20 overlapping trading days of stored daily price history.
TREE LendingTree Aug 03, 2026 $32.00 $26.64 -16.75% 44 1.85
KLAR Klarna Jul 06, 2026 $19.25 $14.15 -26.47% 72 2.56

Closed Positions

Realized gain / loss

No closed positions yet.