Lynch — Fundamentals


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 0.06% 10.53% 27.18% 3313.43%
S&P 500   18.50% 7.98% 211.33%
Difference   -7.97% +19.20% +3,102.10%


Symbol Entry Date Entry Price Last Price % Profit
AUDC $28.77 $35.47 +23.29%
CMCL $12.71 $12.83 +0.94%
COKE $385.55 $402.38 +4.37%
GSBD $15.65 $19.10 +22.04%
INS $34.86 $40.73 +16.84%
KRO $13.11 $13.50 +2.97%
LINC $6.18 $6.56 +6.15%
MHH $17.25 $17.65 +2.32%
PSXP $36.71 $39.80 +8.42%
SACH $5.04 $5.78 +14.68%
SCCO $58.73 $63.79 +8.62%
SGC $22.88 $24.91 +8.87%
SSSS $12.85 $12.56 -2.26%
VIPS $11.51 $11.46 -0.43%

Lynch