Finance — Sector
| Current Cash Position | YTD Return | Annualized Return | Return Since Inception | |||
|---|---|---|---|---|---|---|
| Portfolio | 2.38% | 31.11% | 83.34% | 34.27% | 14.04% | 569.22% |
| S&P 500 | 18.91% | 33.37% | 15.10% | 7.99% | 206.96% | |
| Difference | +12.20% | +6.05% | +362.26% |
| Symbol | Entry Date | Entry Price | Last Price | % Profit |
|---|---|---|---|---|
| ALLY | 2020-06-26 | $18.85 | $51.36 | +172.47% |
| AMP | 2020-03-18 | $93.91 | $257.56 | +174.26% |
| CBRE | 2020-07-07 | $44.31 | $96.46 | +117.69% |
| DFS | 2020-07-07 | $48.15 | $124.32 | +158.19% |
| GS | 2020-03-27 | $158.34 | $374.88 | +136.76% |
| JPM | 2020-07-07 | $92.32 | $151.78 | +64.41% |
| LPLA | 2020-03-27 | $52.91 | $141.04 | +166.57% |
| MS | 2020-03-27 | $34.01 | $95.98 | +182.21% |
| PFG | 2020-10-09 | $42.47 | $62.13 | +46.29% |
| PYPL | 2021-03-15 | $249.98 | $275.53 | +10.22% |
| SIVB | 2020-03-20 | $150.64 | $549.96 | +265.08% |
| SQ | 2021-05-19 | $200.11 | $247.26 | +23.56% |
| STNE | 2021-07-26 | $56.85 | $58.84 | +3.50% |
| STT | 2020-09-30 | $59.33 | $87.14 | +46.87% |
| WFC | 2020-10-26 | $22.70 | $45.94 | +102.38% |
Finance
