Finance — Sector


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 2.38% 31.11% 14.04% 569.22%
S&P 500   18.91% 7.99% 206.96%
Difference   +12.20% +6.05% +362.26%


Symbol Entry Date Entry Price Last Price % Profit
ALLY $18.85 $51.36 +172.47%
AMP $93.91 $257.56 +174.26%
CBRE $44.31 $96.46 +117.69%
DFS $48.15 $124.32 +158.19%
GS $158.34 $374.88 +136.76%
JPM $92.32 $151.78 +64.41%
LPLA $52.91 $141.04 +166.57%
MS $34.01 $95.98 +182.21%
PFG $42.47 $62.13 +46.29%
PYPL $249.98 $275.53 +10.22%
SIVB $150.64 $549.96 +265.08%
SQ $200.11 $247.26 +23.56%
STNE $56.85 $58.84 +3.50%
STT $59.33 $87.14 +46.87%
WFC $22.70 $45.94 +102.38%

Finance