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Capture Timing v4 Fixed: 7D -> 7D

Portfolio #5

Date Range
Mar 1, 2024Jun 1, 2024
Total Return
1.39%
Win Rate
0.46%
17W - 20L - 82 Total
Max Drawdown
2.01%
Initial Capital
$10,000.00
Final: $10,139.11

Positions Performance

Breakdown of returns by price movement and dividends.

TickerStatusEntry/ExitSharesPrice Entry/ExitDividendsPrice RtnDiv RtnTotal Rtn
SEICCLOSED
In: May 30, 2024
Out: Jun 1, 2024
14.000000
In: $66.97
Out: $67.71
-1.10%0.00%1.10%
PFFVCLOSED
In: May 24, 2024
Out: Jun 1, 2024
42.000000
In: $23.71
Out: $23.78
-0.30%0.00%0.30%
CASSCLOSED
In: May 23, 2024
Out: Jun 1, 2024
22.000000
In: $43.76
Out: $42.34
--3.24%0.00%-3.24%
AOKCLOSED
In: May 23, 2024
Out: Jun 1, 2024
27.000000
In: $36.52
Out: $36.57
-0.14%0.00%0.14%
FLTBCLOSED
In: May 20, 2024
Out: Jun 1, 2024
20.000000
In: $49.07
Out: $48.88
--0.39%0.00%-0.39%
DIVOCLOSED
In: May 20, 2024
Out: Jun 1, 2024
25.000000
In: $39.06
Out: $38.49
$3.85-1.46%0.39%-1.46%
NNGPFCLOSED
In: May 17, 2024
Out: Jun 1, 2024
20.000000
In: $49.58
Out: $46.43
--6.35%0.00%-6.35%
FYGGYCLOSED
In: May 14, 2024
Out: Jun 1, 2024
763.000000
In: $1.31
Out: $1.47
-12.21%0.00%12.21%
GLDICLOSED
In: May 10, 2024
Out: May 31, 2024
6.000000
In: $150.81
Out: $148.36
$11.09-1.62%1.23%-1.62%
PBPCLOSED
In: May 9, 2024
Out: May 30, 2024
44.000000
In: $22.28
Out: $21.87
$8.84-1.84%0.90%-1.84%
PICBCLOSED
In: May 9, 2024
Out: May 30, 2024
45.000000
In: $22.16
Out: $22.05
$2.53-0.50%0.25%-0.50%
WALCLOSED
In: May 6, 2024
Out: May 24, 2024
16.000000
In: $62.43
Out: $62.96
$5.920.85%0.59%0.85%
FCFSCLOSED
In: May 3, 2024
Out: May 23, 2024
8.000000
In: $116.35
Out: $116.24
$2.80-0.09%0.30%-0.09%
BCATCLOSED
In: May 3, 2024
Out: May 23, 2024
62.000000
In: $15.93
Out: $16.74
$7.915.08%0.80%5.08%
RSMDFCLOSED
In: Apr 29, 2024
Out: May 17, 2024
56.000000
In: $17.70
Out: $17.70
-0.00%0.00%0.00%
OVCHYCLOSED
In: Apr 29, 2024
Out: May 17, 2024
46.000000
In: $21.41
Out: $21.47
-0.28%0.00%0.28%
MLPXCLOSED
In: Apr 26, 2024
Out: May 16, 2024
20.000000
In: $49.23
Out: $49.80
$13.001.16%1.32%1.16%
PFFVCLOSED
In: Apr 24, 2024
Out: May 14, 2024
42.000000
In: $23.36
Out: $23.55
$5.590.81%0.57%0.81%
BLHEYCLOSED
In: Apr 22, 2024
Out: May 10, 2024
62.000000
In: $15.88
Out: $14.66
$52.73-7.68%5.36%-7.68%
LBAYCLOSED
In: Apr 16, 2024
Out: May 6, 2024
38.000000
In: $26.11
Out: $26.60
$2.891.88%0.29%1.88%
QSIGCLOSED
In: Apr 15, 2024
Out: May 3, 2024
21.000000
In: $47.32
Out: $47.55
$3.570.49%0.36%0.49%
THQCLOSED
In: Apr 11, 2024
Out: May 1, 2024
51.000000
In: $19.29
Out: $19.73
$9.182.28%0.93%2.28%
GLDICLOSED
In: Apr 10, 2024
Out: Apr 30, 2024
6.000000
In: $151.15
Out: $147.11
$9.76-2.67%1.08%-2.67%
SLVOCLOSED
In: Apr 10, 2024
Out: Apr 30, 2024
12.000000
In: $79.73
Out: $75.36
$9.02-5.48%0.94%-5.48%
SMCLOSED
In: Apr 9, 2024
Out: Apr 29, 2024
19.000000
In: $51.74
Out: $50.84
$3.42-1.74%0.35%-1.74%
BGRCLOSED
In: Apr 3, 2024
Out: Apr 23, 2024
74.000000
In: $13.50
Out: $13.34
$4.86-1.19%0.49%-1.19%
BCXCLOSED
In: Apr 3, 2024
Out: Apr 23, 2024
107.000000
In: $9.34
Out: $9.14
$5.54-2.14%0.55%-2.14%
BCATCLOSED
In: Apr 3, 2024
Out: Apr 23, 2024
60.000000
In: $16.40
Out: $15.46
$7.65-5.73%0.78%-5.73%
AMTCLOSED
In: Apr 2, 2024
Out: Apr 22, 2024
5.000000
In: $192.18
Out: $172.30
$8.10-10.34%0.84%-10.34%
NTIOFCLOSED
In: Mar 26, 2024
Out: Apr 16, 2024
11.000000
In: $83.92
Out: $79.94
$8.58-4.74%0.93%-4.74%
PFFVCLOSED
In: Mar 22, 2024
Out: Apr 12, 2024
41.000000
In: $23.83
Out: $23.32
$5.45-2.14%0.56%-2.14%
SMLVCLOSED
In: Mar 6, 2024
Out: Mar 26, 2024
9.000000
In: $109.42
Out: $108.65
$5.00-0.70%0.51%-0.70%
LAMRCLOSED
In: Mar 5, 2024
Out: Mar 25, 2024
8.000000
In: $117.13
Out: $117.03
$10.40-0.09%1.11%-0.09%
ALRSCLOSED
In: Mar 5, 2024
Out: Mar 25, 2024
45.000000
In: $22.00
Out: $21.45
$8.55-2.50%0.86%-2.50%
WFGCLOSED
In: Mar 5, 2024
Out: Mar 25, 2024
12.000000
In: $80.98
Out: $87.68
$3.608.27%0.37%8.27%
KOCLOSED
In: Mar 5, 2024
Out: Mar 25, 2024
16.000000
In: $59.52
Out: $60.40
$7.761.48%0.81%1.48%
BGRCLOSED
In: Mar 5, 2024
Out: Mar 25, 2024
80.000000
In: $12.38
Out: $13.09
$5.265.74%0.53%5.74%
CSGSCLOSED
In: Mar 5, 2024
Out: Mar 25, 2024
18.000000
In: $53.33
Out: $50.73
$5.40-4.88%0.56%-4.88%
BCXCLOSED
In: Mar 5, 2024
Out: Mar 25, 2024
119.000000
In: $8.37
Out: $8.89
$6.166.21%0.62%6.21%
BCATCLOSED
In: Mar 5, 2024
Out: Mar 25, 2024
64.000000
In: $15.56
Out: $16.32
$8.164.88%0.82%4.88%
BUHPFCLOSED
In: Mar 4, 2024
Out: Mar 22, 2024
165.000000
In: $6.06
Out: $6.06
$14.590.00%1.46%0.00%

Trade History

DateTickerTypeSharesPriceAmountTrigger
Jun 1, 2024FYGGYSELL763$1.47$1,121.61portfolio_end
Jun 1, 2024NNGPFSELL20$46.43$928.60portfolio_end
Jun 1, 2024FLTBSELL20$48.88$977.60portfolio_end
Jun 1, 2024CASSSELL22$42.34$931.48portfolio_end
Jun 1, 2024AOKSELL27$36.57$987.39portfolio_end
Jun 1, 2024PFFVSELL42$23.78$998.76portfolio_end
Jun 1, 2024SEICSELL14$67.71$947.94portfolio_end
Jun 1, 2024DIVOSELL25$38.49$962.25portfolio_end
May 31, 2024GLDISELL6$148.36$890.16fixed_exit
May 30, 2024PBPSELL44$21.87$962.28fixed_exit
May 30, 2024PICBSELL45$22.05$992.25fixed_exit
May 30, 2024SEICBUY14$66.97$937.58Capture opportunity: SEIC
May 24, 2024WALSELL16$62.96$1,007.36fixed_exit
May 24, 2024PFFVBUY42$23.71$995.82Capture opportunity: PFFV
May 23, 2024BCATSELL62$16.74$1,037.88fixed_exit
May 23, 2024FCFSSELL8$116.24$929.92fixed_exit
May 23, 2024CASSBUY22$43.76$962.72Capture opportunity: CASS
May 23, 2024AOKBUY27$36.52$986.04Capture opportunity: AOK
May 20, 2024DIVOBUY25$39.06$976.50Capture opportunity: DIVO
May 20, 2024FLTBBUY20$49.07$981.40Capture opportunity: FLTB
May 17, 2024OVCHYSELL46$21.47$987.62fixed_exit
May 17, 2024RSMDFSELL56$17.70$991.20fixed_exit
May 17, 2024NNGPFBUY20$49.58$991.60Capture opportunity: NNGPF
May 16, 2024MLPXSELL20$49.80$996.00fixed_exit
May 14, 2024PFFVSELL42$23.55$989.10fixed_exit
May 14, 2024FYGGYBUY763$1.31$999.53Capture opportunity: FYGGY
May 10, 2024BLHEYSELL62$14.66$908.92fixed_exit
May 10, 2024GLDIBUY6$150.81$904.86Capture opportunity: GLDI
May 9, 2024PBPBUY44$22.28$980.32Capture opportunity: PBP
May 9, 2024PICBBUY45$22.16$997.20Capture opportunity: PICB
May 6, 2024LBAYSELL38$26.60$1,010.80fixed_exit
May 6, 2024WALBUY16$62.43$998.88Capture opportunity: WAL
May 3, 2024QSIGSELL21$47.55$998.55fixed_exit
May 3, 2024BCATBUY62$15.93$987.66Capture opportunity: BCAT
May 3, 2024FCFSBUY8$116.35$930.80Capture opportunity: FCFS
May 1, 2024THQSELL51$19.73$1,006.23fixed_exit
Apr 30, 2024GLDISELL6$147.11$882.66fixed_exit
Apr 30, 2024SLVOSELL12$75.36$904.32fixed_exit
Apr 29, 2024SMSELL19$50.84$965.96fixed_exit
Apr 29, 2024OVCHYBUY46$21.41$984.86Capture opportunity: OVCHY
Apr 29, 2024RSMDFBUY56$17.70$991.20Capture opportunity: RSMDF
Apr 26, 2024MLPXBUY20$49.23$984.60Capture opportunity: MLPX
Apr 24, 2024PFFVBUY42$23.36$981.12Capture opportunity: PFFV
Apr 23, 2024BCATSELL60$15.46$927.60fixed_exit
Apr 23, 2024BCXSELL107$9.14$977.98fixed_exit
Apr 23, 2024BGRSELL74$13.34$987.16fixed_exit
Apr 22, 2024AMTSELL5$172.30$861.50fixed_exit
Apr 22, 2024BLHEYBUY62$15.88$984.56Capture opportunity: BLHEY
Apr 16, 2024NTIOFSELL11$79.94$879.34fixed_exit
Apr 16, 2024LBAYBUY38$26.11$992.18Capture opportunity: LBAY
Apr 15, 2024QSIGBUY21$47.32$993.72Capture opportunity: QSIG
Apr 12, 2024PFFVSELL41$23.32$956.12fixed_exit
Apr 11, 2024THQBUY51$19.29$983.79Capture opportunity: THQ
Apr 10, 2024GLDIBUY6$151.15$906.90Capture opportunity: GLDI
Apr 10, 2024SLVOBUY12$79.73$956.76Capture opportunity: SLVO
Apr 9, 2024SMBUY19$51.74$983.06Capture opportunity: SM
Apr 3, 2024BCATBUY60$16.40$984.00Capture opportunity: BCAT
Apr 3, 2024BCXBUY107$9.34$999.38Capture opportunity: BCX
Apr 3, 2024BGRBUY74$13.50$999.00Capture opportunity: BGR
Apr 2, 2024AMTBUY5$192.18$960.90Capture opportunity: AMT
Mar 26, 2024SMLVSELL9$108.65$977.85fixed_exit
Mar 26, 2024NTIOFBUY11$83.92$923.12Capture opportunity: NTIOF
Mar 25, 2024LAMRSELL8$117.03$936.24fixed_exit
Mar 25, 2024ALRSSELL45$21.45$965.25fixed_exit
Mar 25, 2024BCATSELL64$16.32$1,044.48fixed_exit
Mar 25, 2024KOSELL16$60.40$966.40fixed_exit
Mar 25, 2024BCXSELL119$8.89$1,057.91fixed_exit
Mar 25, 2024CSGSSELL18$50.73$913.14fixed_exit
Mar 25, 2024BGRSELL80$13.09$1,047.20fixed_exit
Mar 25, 2024WFGSELL12$87.68$1,052.16fixed_exit
Mar 22, 2024BUHPFSELL165$6.06$999.90fixed_exit
Mar 22, 2024PFFVBUY41$23.83$977.03Capture opportunity: PFFV
Mar 6, 2024SMLVBUY9$109.42$984.78Capture opportunity: SMLV
Mar 5, 2024LAMRBUY8$117.13$937.04Capture opportunity: LAMR
Mar 5, 2024ALRSBUY45$22.00$990.00Capture opportunity: ALRS
Mar 5, 2024BCATBUY64$15.56$995.84Capture opportunity: BCAT
Mar 5, 2024KOBUY16$59.52$952.32Capture opportunity: KO
Mar 5, 2024BCXBUY119$8.37$996.03Capture opportunity: BCX
Mar 5, 2024CSGSBUY18$53.33$959.94Capture opportunity: CSGS
Mar 5, 2024BGRBUY80$12.38$990.40Capture opportunity: BGR
Mar 5, 2024WFGBUY12$80.98$971.76Capture opportunity: WFG
Mar 4, 2024BUHPFBUY165$6.06$999.90Capture opportunity: BUHPF