Finance — Sector
| Current Cash Position | YTD Return | Annualized Return | Return Since Inception | |||
|---|---|---|---|---|---|---|
| Portfolio | 2.94% | 32.68% | 67.77% | 33.54% | 14.04% | 587.98% |
| S&P 500 | 18.50% | 27.56% | 15.72% | 7.98% | 211.33% | |
| Difference | +14.18% | +6.06% | +376.65% |
| Symbol | Entry Date | Entry Price | Last Price | % Profit |
|---|---|---|---|---|
| ALLY | 2020-06-17 | $20.85 | $53.87 | +158.37% |
| AMP | 2020-04-14 | $118.37 | $289.43 | +144.51% |
| CBRE | 2020-06-17 | $48.66 | $101.82 | +109.25% |
| DFS | 2021-02-01 | $84.38 | $128.79 | +52.63% |
| GS | 2020-10-01 | $201.53 | $402.31 | +99.63% |
| JPM | 2020-07-01 | $94.89 | $165.35 | +74.25% |
| LPLA | 2021-07-13 | $139.19 | $171.15 | +22.96% |
| MS | 2020-03-20 | $31.25 | $102.46 | +227.87% |
| PFG | 2020-10-09 | $43.71 | $69.34 | +58.64% |
| PYPL | 2021-10-04 | $261.84 | $268.70 | +2.62% |
| SIVB | 2020-05-22 | $189.98 | $694.06 | +265.33% |
| SQ | 2021-10-04 | $235.61 | $250.00 | +6.11% |
| STNE | 2021-10-04 | $35.21 | $33.67 | -4.37% |
| STT | 2020-09-24 | $57.85 | $92.18 | +59.34% |
| WFC | 2021-09-08 | $44.12 | $45.72 | +3.63% |
Finance
