Trend Portfolio

The Trend Portfolio is a Trade System targetting stocks expected to increase in value over a long period of time.

Performance
1 Day
30 Days
90 Days
YTD
1 Year
2021
2020
2019
3 Years
5 Years
10 Years
Total
DrawDown
0.00%-0.15%-3.91%-1.34%-8.54%20.22%139.44%36.52%54.75%* 34.53%* 30.76%* 14.66%* 59.43%
*:annualized
2021-02-01
2021-03-01
2021-04-01
2021-05-01
2021-06-01
2021-07-01
2021-08-01
2021-09-01
2021-10-01
2021-11-01
2021-12-01
2022-01-01
2022-02-01
2022-03-01
-40.00%
-20.00%
0.00%
20.00%
40.00%
60.00%
80.00%
Allocation
Cash 3.00%
CARS 9.78%
CERN 10.02%
LNT 9.10%
MKC 11.10%
NI 10.97%
PFE 3.59%
SBSW 11.05%
SHLX 10.64%
SQM 10.51%
ZNGA 9.81%
Current Positions
CARS (Cars.com)
2021-11-30 • 16.68(-3.56%) • Day P/L: 16.08(-0.64%)
CERN (Cerner Corp.)
2021-12-21 • 90.67(1.63%) • Day P/L: 92.15(0.13%)
LNT (Alliant Energy Corp.)
2021-12-16 • 60.98(-7.55%) • Day P/L: 56.37(0.03%)
MKC (McCormick & Co., Inc. (Non Voting))
2021-12-08 • 88.65(11.41%) • Day P/L: 98.77(-1.34%)
NI (Nisource Inc. (Holding Co.))
2021-12-08 • 25.81(10.17%) • Day P/L: 28.43(0.61%)
PFE (Pfizer Inc.)
2021-04-21 • 39.62(25.93%) • Day P/L: 49.89(0.21%)
SBSW (Sibanye Stillwater Limited - ADR)
2022-02-02 • 14.75(11.83%) • Day P/L: 16.49(5.94%)
SHLX (Shell Midstream Partners L.P. - Unit)
2022-01-21 • 12.69(7.95%) • Day P/L: 13.7(0.51%)
SQM (Sociedad Quimica Y Minera de Chile S.A. - ADR)
2022-02-10 • 62.64(5.71%) • Day P/L: 66.22(0.94%)
ZNGA (Zynga Inc - Class A)
2022-01-24 • 8.93(0.27%) • Day P/L: 8.95(-1.04%)

Historical Transactions