Lynch — Fundamentals


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 0.14% 7.33% 23.17% 1939.50%
S&P 500   18.91% 7.99% 206.96%
Difference   -11.58% +15.18% +1,732.54%


Symbol Entry Date Entry Price Last Price % Profit
AUDC $29.48 $32.76 +11.13%
CMCL $12.34 $12.71 +3.00%
COKE $238.98 $399.15 +67.02%
GSBD $15.52 $19.08 +22.94%
INS $35.30 $33.79 -4.28%
KRO $14.61 $13.91 -4.79%
KT $7.63 $14.39 +88.60%
LINC $6.22 $6.94 +11.58%
MHH $14.95 $17.53 +17.26%
PSXP $25.05 $36.53 +45.83%
SACH $2.93 $5.05 +72.35%
SCCO $69.40 $65.64 -5.42%
SGC $23.74 $23.41 -1.39%
SSSS $12.29 $12.21 -0.65%

Lynch