Finance — Sector


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 2.94% 32.68% 14.04% 587.98%
S&P 500   18.50% 7.98% 211.33%
Difference   +14.18% +6.06% +376.65%


Symbol Entry Date Entry Price Last Price % Profit
ALLY $20.85 $53.87 +158.37%
AMP $118.37 $289.43 +144.51%
CBRE $48.66 $101.82 +109.25%
DFS $84.38 $128.79 +52.63%
GS $201.53 $402.31 +99.63%
JPM $94.89 $165.35 +74.25%
LPLA $139.19 $171.15 +22.96%
MS $31.25 $102.46 +227.87%
PFG $43.71 $69.34 +58.64%
PYPL $261.84 $268.70 +2.62%
SIVB $189.98 $694.06 +265.33%
SQ $235.61 $250.00 +6.11%
STNE $35.21 $33.67 -4.37%
STT $57.85 $92.18 +59.34%
WFC $44.12 $45.72 +3.63%

Finance