Current Portfolio | |||
Stock | Cost | Current | Gain |
UST | $39.36 | $54.83 | 43.6% |
MTEX | $13.11 | $17.72 | 35.8% |
PCU | $78.13 | $92.50 | 24.5% |
TRLG | $17.02 | $21.11 | 24.0% |
ANF | $61.13 | $69.48 | 14.2% |
PGI | $7.71 | $8.68 | 12.6% |
BBSI | $19.18 | $21.47 | 11.9% |
MGLN | $38.34 | $42.60 | 11.1% |
PNCL | $6.68 | $7.41 | 10.9% |
MSTR | $94.36 | $101.83 | 7.9% |
VPHM | $11.80 | $12.17 | 3.1% |
ELX | $17.85 | $18.17 | 1.8% |
TGIS | $10.34 | $10.27 | 1.2% |
CHKE | $37.55 | $36.61 | 0.7% |
KG | $17.31 | $17.03 | -1.6% |
ISNS | $13.17 | $12.48 | -5.2% |
BLDR | $16.10 | $15.23 | -5.4% |
FTO | $28.76 | $26.58 | -7.4% |
RAIL | $58.18 | $53.00 | -8.9% |
PACR | $32.53 | $27.76 | -13.7% |
PTEN | $27.74 | $23.76 | -13.8% |
TBL | $34.50 | $28.77 | -16.6% |
FDG | $34.03 | $26.53 | -17.3% |
PONR | $32.97 | $24.51 | -25.7% |
ORCT | $11.83 | $8.74 | -26.1% |
DLX | $26.36 | $17.10 | -32.7% |
PTSCE | $1.31 | $0.84 | -35.9% |
HW | $37.42 | $23.35 | -37.6% |
EZEN | $2.84 | $1.75 | -38.3% |
OVTI | $27.79 | $14.27 | -48.7% |
Current Gain/Loss ($) | -$16,468 | ||
Current Gain/Loss (%) | -5.2% | ||
Sold Gain/Loss ($) | $9,495 | ||
Sold Gain/Loss (%) | 31.5% | ||
Total Gain/Loss ($) | -$6,973 | ||
Benchmark Gain/Loss ($) | $10,801 | ||
Annual IRR | -5.1% | ||
Total Gain/Loss (%) | -2.2% |
Here is the graph. I am red while blue shows the benchmark
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