Large and Safer — Fundamentals


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 0.65% 15.62% 18.30% 1038.41%
S&P 500   18.91% 7.99% 206.96%
Difference   -3.29% +10.31% +831.45%


Symbol Entry Date Entry Price Last Price % Profit
ABT $76.57 $120.98 +58.00%
ACN $152.54 $317.68 +108.26%
APH $34.17 $72.49 +112.15%
AVGO $187.58 $485.40 +158.77%
BAH $82.59 $85.81 +3.90%
FAF $48.60 $67.31 +38.50%
FMC $108.69 $106.95 -1.60%
HD $155.63 $328.19 +110.88%
KL $34.56 $42.74 +23.67%
LOW $154.67 $192.69 +24.58%
PYPL $249.98 $275.53 +10.22%
ROL $33.50 $38.33 +14.42%
TSCO $136.77 $180.93 +32.29%
WPM $35.64 $46.15 +29.49%
WSM $159.65 $151.70 -4.98%

Large and Safer