Value and Fundamentals — Fundamentals


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 0.37% 32.88% 21.52% 1650.11%
S&P 500   18.50% 7.98% 211.33%
Difference   +14.38% +13.54% +1,438.78%


Symbol Entry Date Entry Price Last Price % Profit
DGX $111.50 $142.89 +28.15%
DLTR $92.81 $99.78 +7.51%
FBHS $97.82 $96.19 -1.67%
GTN $21.55 $23.82 +10.53%
HZO $47.70 $48.75 +2.20%
IBA $39.97 $42.99 +7.56%
KL $34.25 $45.35 +32.41%
KR $41.40 $39.18 -5.37%
LEN $93.76 $98.90 +5.48%
LH $130.75 $277.17 +111.98%
LPX $55.64 $67.47 +21.26%
LWAY $6.05 $5.48 -9.50%
NXST $88.32 $152.43 +72.59%
PBH $37.17 $58.88 +58.41%
WSM $160.19 $180.00 +12.37%

Value and Fundamentals