Investment Services — Industries


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.23% 35.49% 10.43% 329.23%
S&P 500   18.50% 7.98% 211.33%
Difference   +16.99% +2.45% +117.90%


Symbol Entry Date Entry Price Last Price % Profit
APAM $50.22 $48.46 -3.50%
CBOE $87.48 $126.88 +45.04%
CG $26.75 $51.96 +94.24%
EVR $134.18 $152.66 +13.77%
IBKR $68.69 $71.27 +3.76%
KKR $22.33 $67.49 +202.24%
MC $31.20 $69.68 +123.33%
MS $31.25 $102.46 +227.87%
PFG $43.71 $69.34 +58.64%
SCHW $54.68 $79.42 +45.25%
SF $65.98 $74.32 +12.64%
STT $57.85 $92.18 +59.34%
TSLX $16.60 $23.44 +41.20%
UBS $11.80 $17.25 +46.19%

Investment Services