Value and Fundamentals — Fundamentals


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 0.42% 30.57% 18.85% 1117.19%
S&P 500   18.91% 7.99% 206.96%
Difference   +11.66% +10.86% +910.23%


Symbol Entry Date Entry Price Last Price % Profit
DGX $112.59 $141.80 +25.94%
DLTR $98.87 $99.79 +0.93%
FBHS $40.90 $97.47 +138.31%
GTN $13.01 $22.17 +70.41%
HZO $48.48 $53.79 +10.95%
IBA $34.11 $43.89 +28.67%
KL $34.56 $42.74 +23.67%
KR $34.46 $40.70 +18.11%
LEN $40.26 $105.15 +161.18%
LH $107.76 $296.15 +174.82%
LPX $55.76 $55.44 -0.57%
LWAY $5.16 $6.35 +23.06%
NXST $103.53 $147.07 +42.06%
PBH $33.03 $52.55 +59.10%
WSM $159.65 $151.70 -4.98%

Value and Fundamentals