Investment Services — Industries


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.28% 26.97% 8.31% 217.24%
S&P 500   18.91% 7.99% 206.96%
Difference   +8.06% +0.32% +10.28%


Symbol Entry Date Entry Price Last Price % Profit
APAM $19.48 $48.09 +146.87%
CBOE $85.19 $118.47 +39.07%
CG $24.89 $50.47 +102.77%
EVR $57.21 $132.20 +131.08%
IBKR $65.37 $61.86 -5.37%
KKR $19.54 $63.76 +226.31%
MC $29.22 $59.25 +102.77%
MS $34.01 $95.98 +182.21%
PFG $42.47 $62.13 +46.29%
SCHW $33.88 $67.95 +100.56%
SF $30.45 $66.54 +118.50%
STT $59.33 $87.14 +46.87%
TSLX $16.26 $23.29 +43.23%
UBS $8.16 $16.48 +101.96%

Investment Services