Portfolio
Portfolio overview
A current view of portfolio positioning, allocation, liquidity, and recent performance.
Position map
Aggregated holdings grouped by instrument across the current portfolio.
Portfolio
History
A public-safe historical trade view showing counts, win rates, and percentage outcomes without dollar-denominated trade values.
Last import 21 Jul 2026, 01:41
Trades
748+87.97% win ratio
In profit
658
In loss
83
Average month
+5.40%
Best month · JAN 2021
+161.57%
Worst month · APR 2022
-30.68%
Green streak
0 months
Personal best
8 months
Average streak
2.6 months
Instruments
108
Positive contributors
86
Negative contributors
22
Monthly result roster
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
Year
2026
2025
2024
2023
2022
2021
2020
Positive monthNegative monthNo data
Monthly performance swings
Trailing result comparison
Average yearly, annualized CAGR, and compounded results side by side for each trailing time period.
| Metric | Last 12 months | Last 2 years | Last 3 years | Last 4 years | Last 5 years | Last 6 years | Last 7 years | Last 8 years | Last 9 years | Last 10 years |
|---|---|---|---|---|---|---|---|---|---|---|
| Average yearly result | +2.50% | +127.69% | +99.33% | +72.17% | +47.24% | +123.19% | 78/84 months | 78/96 months | 78/108 months | 78/120 months |
| Annualized CAGR | +2.50% | +90.19% | +72.78% | +47.08% | +17.33% | +54.12% | 78/84 months | 78/96 months | 78/108 months | 78/120 months |
| Compounded result | +2.50% | +261.71% | +415.83% | +367.91% | +122.32% | +1240.41% | 78/84 months | 78/96 months | 78/108 months | 78/120 months |
Simulation $ | $1,025.02 | $3,617.07 | $5,158.26 | $4,679.11 | $2,223.20 | $13,404.11 | 78/84 months | 78/96 months | 78/108 months | 78/120 months |
Trailing yearly results
Concentric rings for the 1Y, 2Y, 3Y, and 5Y yearly result windows.
1Y
Latest 12-month result.
+2.50%
2Y
2-year trailing window.
+127.69%
3Y
3-year trailing window.
+99.33%
5Y
5-year trailing window.
+47.24%
Trailing compounded results
Concentric rings for the 1Y, 2Y, 3Y, and 5Y compounded result windows.
1Y
Latest 12-month result.
+2.50%
2Y
2-year trailing window.
+261.71%
3Y
3-year trailing window.
+415.83%
5Y
5-year trailing window.
+122.32%
Historical trades
Closed trades by instrument, ordered by most recent closure, with only counts and percentage outcomes shown in the public view.
108 instruments
| Open | |||||
|---|---|---|---|---|---|
 Block Inc. (XYZ)Stocks · First 17 Mar 2025 | 1 | 100.00% | +39.98% | 15 Jul 2026 | Instrument |
 Aeva Technologies Inc (AEVA)Stocks · First 1 Aug 2025 | 17 | 100.00% | +21.46% | 1 Jul 2026 | Instrument |
 Ouster Inc (OUST)Stocks · First 12 Sept 2025 | 9 | 100.00% | +25.35% | 15 Jun 2026 | Instrument |
 Klarna Group plc (KLAR)Stocks · First 18 May 2026 | 1 | 100.00% | +12.49% | 27 May 2026 | Instrument |
 Hesai Group (HSAI)Stocks · First 15 Oct 2025 | 1 | 100.00% | +23.46% | 15 Jan 2026 | Instrument |
 Luminar Technologies Inc. (LAZRQ)Stocks · First 24 Jul 2025 | 7 | 0.00% | -48.75% | 3 Nov 2025 | Instrument |
 NuScale Power Corporation (SMR)Stocks · First 29 Aug 2025 | 4 | 100.00% | +21.03% | 28 Oct 2025 | Instrument |
 TRON (TRX)Crypto · First 30 Jan 2021 | 71 | 81.69% | +73.60% | 22 Oct 2025 | Instrument |
 Redwire Corp (RDW.US)Stocks · First 17 Sept 2025 | 2 | 100.00% | +21.40% | 8 Oct 2025 | Instrument |
 Advanced Micro Devices Inc (AMD)Stocks · First 26 May 2020 | 14 | 92.86% | +10.53% | 7 Oct 2025 | Instrument |
 ASML Holding NV (ASML.NV)Stocks · First 17 Oct 2024 | 3 | 100.00% | +33.75% | 30 Sept 2025 | Instrument |
 Quantum-Si Inc (QSI)Stocks · First 17 Jan 2025 | 1 | 0.00% | -30.77% | 24 Sept 2025 | Instrument |
 Taiwan Semiconductor Manufacturing Co Ltd - ADR (TSM)Stocks · First 17 Jan 2025 | 3 | 100.00% | +20.65% | 10 Sept 2025 | Instrument |
 The Graph (GRT)Crypto · First 28 Oct 2021 | 22 | 86.36% | -4.23% | 9 Sept 2025 | Instrument |
 Baidu, Inc.-ADR (BIDU)Stocks · First 23 Jul 2025 | 1 | 100.00% | +18.15% | 8 Sept 2025 | Instrument |
 ImmunityBio Inc (IBRX)Stocks · First 6 Dec 2024 | 8 | 87.50% | +7.95% | 5 Sept 2025 | Instrument |
 Rigetti Computing Inc (RGTI)Stocks · First 30 Dec 2024 | 4 | 100.00% | +11.73% | 28 Aug 2025 | Instrument |
 Nio Inc.-ADR (NIO)Stocks · First 17 Nov 2020 | 19 | 100.00% | +6.87% | 22 Jul 2025 | Instrument |
 Toughbuilt Industries Inc (TBLT)Stocks · First 26 Jan 2021 | 6 | 66.67% | -39.29% | 18 Jul 2025 | Instrument |
 Jaguar Health Inc (JAGX)Stocks · First 8 Jan 2021 | 3 | 66.67% | -26.80% | 14 Jul 2025 | Instrument |
 Algorand (ALGO)Crypto · First 14 May 2025 | 2 | 100.00% | +12.12% | 13 Jul 2025 | Instrument |
 Applied Digital Corporation (APLD)Stocks · First 17 Mar 2025 | 2 | 100.00% | +30.98% | 2 Jun 2025 | Instrument |
 IONQ Inc (IONQ)Stocks · First 8 Jan 2025 | 4 | 100.00% | +37.99% | 8 May 2025 | Instrument |
 ZEEKR Intelligent Technology Holding Limited (ZK.US)Stocks · First 17 Jan 2025 | 4 | 100.00% | +7.25% | 8 May 2025 | Instrument |
 D-Wave Quantum Inc (QBTS)Stocks · First 19 Dec 2024 | 11 | 100.00% | +45.06% | 8 May 2025 | Instrument |
 Microsoft (MSFT)Stocks · First 20 Feb 2025 | 4 | 100.00% | +9.71% | 1 May 2025 | Instrument |
 Triple Flag Precious Metals Corp (TFPM)Stocks · First 17 Mar 2025 | 1 | 100.00% | +1.51% | 9 Apr 2025 | Instrument |
 Cardano (ADA)Crypto · First 5 Feb 2021 | 59 | 77.97% | +58.08% | 4 Mar 2025 | Instrument |
 Apple (AAPL)Stocks · First 23 Apr 2020 | 2 | 100.00% | +5.20% | 24 Feb 2025 | Instrument |
 Polygon Ecosystem (ex Matic) (POL)Crypto · First 14 Jul 2021 | 10 | 90.00% | +3.21% | 27 Jan 2025 | Instrument |
 Chiliz (CHZ)Crypto · First 9 Nov 2021 | 10 | 50.00% | -34.35% | 27 Jan 2025 | Instrument |
 Enjin (ENJ)Crypto · First 28 Nov 2021 | 2 | 50.00% | -45.29% | 27 Jan 2025 | Instrument |
 Curve (CRV)Crypto · First 26 Nov 2021 | 2 | 50.00% | -43.13% | 27 Jan 2025 | Instrument |
 Decentraland (MANA)Crypto · First 28 Oct 2021 | 2 | 50.00% | +26.99% | 27 Jan 2025 | Instrument |
 Shiba (in millions) (SHIBxM)Crypto · First 29 Oct 2021 | 1 | 0.00% | -75.92% | 27 Jan 2025 | Instrument |
 StealthGas Inc (GASS)Stocks · First 7 Jan 2025 | 1 | 100.00% | +2.15% | 13 Jan 2025 | Instrument |
 Kinross Gold Corp (KGC)Stocks · First 9 Dec 2024 | 1 | 100.00% | +2.57% | 8 Jan 2025 | Instrument |
 Gevo Inc (GEVO)Stocks · First 9 Dec 2024 | 1 | 100.00% | +15.62% | 26 Dec 2024 | Instrument |
 Nokia Oyj-ADR (NOK)Stocks · First 9 Dec 2024 | 1 | 100.00% | +0.23% | 13 Dec 2024 | Instrument |
 Nano-X Imaging Ltd. (NNOX)Stocks · First 6 Dec 2024 | 1 | 0.00% | -7.66% | 11 Dec 2024 | Instrument |
 Asensus Surgical Inc. (ASXC)Stocks · First 18 Nov 2020 | 16 | 100.00% | +133.37% | 8 Jan 2024 | Instrument |
 Seanergy Maritime Holdings Corp (SHIP)Stocks · First 26 Jan 2021 | 4 | 100.00% | +3.78% | 12 Dec 2023 | Instrument |
 Skale Network (SKL)Crypto · First 17 Jul 2023 | 1 | 0.00% | -1.35% | 9 Nov 2023 | Instrument |
 Livepeer (LPT)Crypto · First 17 Jul 2023 | 1 | 100.00% | +47.61% | 9 Nov 2023 | Instrument |
 XRP (XRP)Crypto · First 2 Feb 2021 | 11 | 100.00% | +7.35% | 17 Jul 2023 | Instrument |
 Globalstar (GSAT)Stocks · First 19 Jan 2021 | 5 | 100.00% | +13.68% | 13 Dec 2021 | Instrument |
 Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF (DRIP)ETF · First 3 Feb 2021 | 10 | 70.00% | -30.36% | 6 Dec 2021 | Instrument |
 Basic Attention Token (BAT)Crypto · First 14 Jul 2021 | 3 | 66.67% | +21.01% | 31 Oct 2021 | Instrument |
 Dogecoin (DOGE)Crypto · First 9 May 2021 | 1 | 0.00% | -50.84% | 29 Oct 2021 | Instrument |
 Vaxart Inc (VXRT)Stocks · First 3 Feb 2021 | 1 | 0.00% | -20.14% | 20 Jul 2021 | Instrument |
 Stellar (XLM)Crypto · First 2 Feb 2021 | 3 | 100.00% | +3.17% | 18 Apr 2021 | Instrument |
 IOTA (MIOTA)Crypto · First 3 Jan 2021 | 8 | 100.00% | +76.18% | 29 Mar 2021 | Instrument |
 XTI Aerospace Inc (XTIA)Stocks · First 26 Jan 2021 | 2 | 100.00% | +5.40% | 22 Feb 2021 | Instrument |
 DMK Pharmaceuticals Corp (DMKPQ)Stocks · First 5 Feb 2021 | 1 | 100.00% | +25.42% | 22 Feb 2021 | Instrument |
 Marathon Oil Corp (MRO)Stocks · First 25 Feb 2020 | 27 | 100.00% | +1.56% | 8 Feb 2021 | Instrument |
 Cocrystal Pharma Inc (COCP)Stocks · First 19 Jan 2021 | 5 | 100.00% | +2.91% | 8 Feb 2021 | Instrument |
 Tellurian Inc (TELL)Stocks · First 3 Feb 2021 | 1 | 100.00% | +6.12% | 4 Feb 2021 | Instrument |
 Cenntro Inc (CENN)Stocks · First 2 Feb 2021 | 2 | 100.00% | +37.01% | 3 Feb 2021 | Instrument |
 Gol Linhas Aereas Inteligentes SA-ADR (GOLLQ)Stocks · First 4 Jun 2020 | 13 | 100.00% | +3.54% | 2 Feb 2021 | Instrument |
 Athersys Inc (ATHXQ)Stocks · First 19 Jan 2021 | 1 | 100.00% | +3.19% | 25 Jan 2021 | Instrument |
 BioNano Genomics Inc (BNGO)Stocks · First 8 Jan 2021 | 1 | 100.00% | +31.39% | 11 Jan 2021 | Instrument |
 APA Corporation (APA)Stocks · First 31 Mar 2020 | 64 | 93.75% | +2.20% | 21 Dec 2020 | Instrument |
 Biogen Inc (BIIB)Stocks · First 17 Nov 2020 | 1 | 100.00% | +0.53% | 18 Dec 2020 | Instrument |
 Itau Unibanco Holding ADR (ITUB)Stocks · First 9 Jun 2020 | 2 | 100.00% | +1.15% | 1 Dec 2020 | Instrument |
 Pfizer (PFE)Stocks · First 18 Nov 2020 | 1 | 100.00% | +9.09% | 1 Dec 2020 | Instrument |
 General Electric Co (GE)Stocks · First 5 Mar 2020 | 1 | 100.00% | +1.29% | 23 Nov 2020 | Instrument |
 SunPower Corp (SPWRQ)Stocks · First 26 May 2020 | 10 | 80.00% | +1.61% | 19 Nov 2020 | Instrument |
 Tesla Motors, Inc. (TSLA)Stocks · First 17 Nov 2020 | 1 | 100.00% | +10.02% | 18 Nov 2020 | Instrument |
 Bread Financial Holdings Inc (BFH)Stocks · First 28 Apr 2020 | 27 | 96.30% | +4.23% | 9 Nov 2020 | Instrument |
 Aphria Inc. (APHA)Stocks · First 24 Feb 2020 | 17 | 70.59% | -0.46% | 6 Nov 2020 | Instrument |
 Enphase Energy Inc. (ENPH)Stocks · First 28 Apr 2020 | 20 | 95.00% | +1.10% | 15 Jul 2020 | Instrument |
 Whiting Petroleum Corp (WLL)Stocks · First 23 Apr 2020 | 6 | 100.00% | +11.66% | 8 Jun 2020 | Instrument |
 Occidental Petroleum Corp (OXY)Stocks · First 3 Apr 2020 | 37 | 97.30% | +2.41% | 5 Jun 2020 | Instrument |
 Alibaba-ADR (BABA)Stocks · First 19 Mar 2020 | 2 | 100.00% | +0.43% | 2 Jun 2020 | Instrument |
 Gap, Inc. (GAP)Stocks · First 28 Apr 2020 | 6 | 100.00% | +1.79% | 2 Jun 2020 | Instrument |
 TiVo Corporation (TIVO)Stocks · First 28 May 2020 | 1 | 100.00% | +0.61% | 28 May 2020 | Instrument |
 TechnipFMC Plc (FTI)Stocks · First 26 May 2020 | 1 | 100.00% | +1.96% | 27 May 2020 | Instrument |
 Chegg Inc (CHGG)Stocks · First 19 May 2020 | 1 | 100.00% | +3.74% | 27 May 2020 | Instrument |
 NCR Voyix Corp (VYX)Stocks · First 8 May 2020 | 2 | 50.00% | +0.67% | 27 May 2020 | Instrument |
 Macy's Inc (M.US)Stocks · First 30 Apr 2020 | 12 | 91.67% | +1.61% | 26 May 2020 | Instrument |
 ProShares UltraPro QQQ (TQQQ)ETF · First 4 Mar 2020 | 8 | 87.50% | +2.02% | 26 May 2020 | Instrument |
 Tilray Brands Inc (TLRY)Stocks · First 2 Apr 2020 | 29 | 96.55% | +1.88% | 26 May 2020 | Instrument |
 Petroleo Brasileiro ADR (PBR.A)Stocks · First 22 May 2020 | 1 | 100.00% | +0.45% | 22 May 2020 | Instrument |
 Cronos Group Inc (CRON)Stocks · First 6 May 2020 | 2 | 100.00% | +2.44% | 21 May 2020 | Instrument |
 United States Oil Fund (USO)ETF · First 19 May 2020 | 1 | 0.00% | -0.74% | 19 May 2020 | Instrument |
 Best Buy Co Inc (BBY)Stocks · First 8 May 2020 | 1 | 100.00% | +0.08% | 8 May 2020 | Instrument |
 Comcast Corp (CMCSA)Stocks · First 6 May 2020 | 1 | 0.00% | -0.14% | 6 May 2020 | Instrument |
 Gen Digital Inc (GEN)Stocks · First 22 Apr 2020 | 3 | 0.00% | -1.12% | 4 May 2020 | Instrument |
 Beyond Meat Inc. (BYND)Stocks · First 19 Mar 2020 | 8 | 87.50% | +1.17% | 30 Apr 2020 | Instrument |
 ExxonMobil Holdings Corp (XOM)Stocks · First 9 Apr 2020 | 3 | 100.00% | +0.46% | 29 Apr 2020 | Instrument |
 PayPal Holdings (PYPL)Stocks · First 22 Apr 2020 | 3 | 100.00% | +0.37% | 28 Apr 2020 | Instrument |
 Coca-Cola (KO)Stocks · First 27 Apr 2020 | 1 | 100.00% | +0.13% | 27 Apr 2020 | Instrument |
 Visa (V)Stocks · First 23 Apr 2020 | 1 | 100.00% | +0.12% | 27 Apr 2020 | Instrument |
 State Street SPDR S&P 500 ETF (SPY)ETF · First 23 Apr 2020 | 3 | 66.67% | +0.34% | 27 Apr 2020 | Instrument |
 ManpowerGroup Inc (MAN)Stocks · First 23 Apr 2020 | 1 | 100.00% | +0.03% | 23 Apr 2020 | Instrument |
 Chevron (CVX.US)Stocks · First 23 Apr 2020 | 1 | 100.00% | +0.21% | 23 Apr 2020 | Instrument |
 American Airlines Group Inc (AAL)Stocks · First 22 Apr 2020 | 1 | 0.00% | -5.01% | 22 Apr 2020 | Instrument |
 Sony Group Corp.-ADR (SONY)Stocks · First 21 Apr 2020 | 2 | 100.00% | +0.43% | 22 Apr 2020 | Instrument |
 Ethereum (ETH)Crypto · First 20 Apr 2020 | 1 | 0.00% | -3.42% | 21 Apr 2020 | Instrument |
 Bitcoin (BTC)Crypto · First 20 Apr 2020 | 1 | 0.00% | -1.61% | 21 Apr 2020 | Instrument |
 Roku Inc (ROKU)Stocks · First 17 Apr 2020 | 1 | 0.00% | -0.89% | 17 Apr 2020 | Instrument |
 3M (MMM)Stocks · First 5 Mar 2020 | 14 | 92.86% | +0.97% | 13 Apr 2020 | Instrument |
 Centene Corp (CNC)Stocks · First 25 Feb 2020 | 5 | 100.00% | +4.53% | 8 Apr 2020 | Instrument |
 Accendra Health Inc (ACH.US)Stocks · First 4 Mar 2020 | 5 | 100.00% | +14.21% | 30 Mar 2020 | Instrument |
 Walt Disney (DIS)Stocks · First 17 Mar 2020 | 1 | 100.00% | +0.22% | 19 Mar 2020 | Instrument |
 Gilead Sciences Inc (GILD)Stocks · First 19 Mar 2020 | 1 | 100.00% | +0.45% | 19 Mar 2020 | Instrument |
 Delta Air Lines Inc (DE) (DAL)Stocks · First 19 Mar 2020 | 1 | 100.00% | +0.43% | 19 Mar 2020 | Instrument |
 Dash (DASH)Crypto · First 18 Mar 2020 | 1 | 100.00% | +0.64% | 19 Mar 2020 | Instrument |