Large and Safer — Fundamentals


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.17% 16.54% 19.42% 1254.29%
S&P 500   18.50% 7.98% 211.33%
Difference   -1.96% +11.44% +1,042.96%


Symbol Entry Date Entry Price Last Price % Profit
ABT $110.50 $118.08 +6.86%
ACN $151.57 $341.18 +125.10%
APH $37.99 $76.83 +102.24%
AVGO $185.66 $504.40 +171.68%
BAH $82.15 $80.71 -1.75%
FAF $47.34 $74.83 +58.07%
FMC $96.51 $92.38 -4.28%
HD $159.80 $346.54 +116.86%
KL $34.25 $45.35 +32.41%
LOW $155.69 $218.76 +40.51%
PYPL $261.84 $268.70 +2.62%
ROL $33.20 $37.43 +12.74%
TSCO $132.91 $199.40 +50.03%
WPM $41.46 $40.51 -2.29%
WSM $160.19 $180.00 +12.37%

Large and Safer