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Capture Timing v4 Fixed: 14D -> BE

Portfolio #19

Date Range
Sep 27, 2024Dec 27, 2024
Total Return
-3.99%
Win Rate
0.47%
7W - 8L - 36 Total
Max Drawdown
1.50%
Initial Capital
$10,000.00
Final: $9,600.82

Positions Performance

Breakdown of returns by price movement and dividends.

TickerStatusEntry/ExitSharesPrice Entry/ExitDividendsPrice RtnDiv RtnTotal Rtn
PGRCLOSED
In: Dec 23, 2024
Out: Dec 27, 2024
4.000000
In: $241.01
Out: $241.02
-0.00%0.00%0.00%
AOMCLOSED
In: Dec 2, 2024
Out: Dec 27, 2024
22.000000
In: $44.87
Out: $43.59
$11.60-2.85%1.17%-2.85%
CINFCLOSED
In: Nov 29, 2024
Out: Dec 27, 2024
6.000000
In: $159.83
Out: $144.05
--9.87%0.00%-9.87%
DDSCLOSED
In: Nov 25, 2024
Out: Dec 27, 2024
2.000000
In: $465.97
Out: $455.28
--2.29%0.00%-2.29%
DUSLCLOSED
In: Nov 22, 2024
Out: Dec 27, 2024
13.000000
In: $73.48
Out: $56.79
$41.92-22.71%4.39%-22.71%
TKCCLOSED
In: Nov 18, 2024
Out: Dec 13, 2024
149.000000
In: $6.68
Out: $6.73
$30.420.75%3.06%0.75%
DIVOCLOSED
In: Nov 7, 2024
Out: Nov 29, 2024
23.000000
In: $41.79
Out: $42.84
$3.932.51%0.41%2.51%
FCFSCLOSED
In: Oct 28, 2024
Out: Nov 18, 2024
9.000000
In: $105.97
Out: $106.00
$3.420.03%0.36%0.03%
FLTBCLOSED
In: Oct 10, 2024
Out: Dec 27, 2024
19.000000
In: $50.13
Out: $49.75
$6.52-0.76%0.68%-0.76%
DIVOCLOSED
In: Oct 10, 2024
Out: Nov 6, 2024
24.000000
In: $41.19
Out: $41.77
$3.941.41%0.40%1.41%
HTABCLOSED
In: Oct 10, 2024
Out: Nov 25, 2024
50.000000
In: $19.66
Out: $19.72
$2.980.31%0.30%0.31%
QSIGCLOSED
In: Oct 8, 2024
Out: Dec 27, 2024
20.000000
In: $48.59
Out: $47.96
$7.00-1.30%0.72%-1.30%
QIGCLOSED
In: Oct 8, 2024
Out: Dec 27, 2024
22.000000
In: $45.34
Out: $43.79
$7.92-3.42%0.79%-3.42%
LBAYCLOSED
In: Oct 8, 2024
Out: Dec 27, 2024
36.000000
In: $27.49
Out: $24.21
$5.47-11.93%0.55%-11.93%
SMCLOSED
In: Oct 7, 2024
Out: Nov 22, 2024
21.000000
In: $45.83
Out: $46.03
$4.200.44%0.44%0.44%
SBICLOSED
In: Oct 4, 2024
Out: Nov 29, 2024
122.000000
In: $8.15
Out: $8.16
$2.400.12%0.24%0.12%
PICBCLOSED
In: Oct 1, 2024
Out: Dec 27, 2024
42.000000
In: $23.38
Out: $21.66
$7.41-7.36%0.75%-7.36%
PBPCLOSED
In: Oct 1, 2024
Out: Oct 22, 2024
43.000000
In: $22.76
Out: $22.87
$8.140.48%0.83%0.48%

Trade History

DateTickerTypeSharesPriceAmountTrigger
Dec 27, 2024QIGSELL22$43.79$963.38portfolio_end
Dec 27, 2024LBAYSELL36$24.21$871.56portfolio_end
Dec 27, 2024CINFSELL6$144.05$864.30portfolio_end
Dec 27, 2024FLTBSELL19$49.75$945.25portfolio_end
Dec 27, 2024AOMSELL22$43.59$958.98portfolio_end
Dec 27, 2024DUSLSELL13$56.79$738.27portfolio_end
Dec 27, 2024DDSSELL2$455.28$910.56portfolio_end
Dec 27, 2024PICBSELL42$21.66$909.72portfolio_end
Dec 27, 2024PGRSELL4$241.02$964.08portfolio_end
Dec 27, 2024QSIGSELL20$47.96$959.20portfolio_end
Dec 23, 2024PGRBUY4$241.01$964.04Capture opportunity: PGR
Dec 13, 2024TKCSELL149$6.73$1,002.77breakeven_exit
Dec 2, 2024AOMBUY22$44.87$987.14Capture opportunity: AOM
Nov 29, 2024SBISELL122$8.16$995.52breakeven_exit
Nov 29, 2024DIVOSELL23$42.84$985.32breakeven_exit
Nov 29, 2024CINFBUY6$159.83$958.98Capture opportunity: CINF
Nov 25, 2024HTABSELL50$19.72$986.00breakeven_exit
Nov 25, 2024DDSBUY2$465.97$931.94Capture opportunity: DDS
Nov 22, 2024SMSELL21$46.03$966.63breakeven_exit
Nov 22, 2024DUSLBUY13$73.48$955.24Capture opportunity: DUSL
Nov 18, 2024FCFSSELL9$106.00$954.00breakeven_exit
Nov 18, 2024TKCBUY149$6.68$995.32Capture opportunity: TKC
Nov 7, 2024DIVOBUY23$41.79$961.17Capture opportunity: DIVO
Nov 6, 2024DIVOSELL24$41.77$1,002.48breakeven_exit
Oct 28, 2024FCFSBUY9$105.97$953.73Capture opportunity: FCFS
Oct 22, 2024PBPSELL43$22.87$983.41breakeven_exit
Oct 10, 2024DIVOBUY24$41.19$988.56Capture opportunity: DIVO
Oct 10, 2024FLTBBUY19$50.13$952.47Capture opportunity: FLTB
Oct 10, 2024HTABBUY50$19.66$983.00Capture opportunity: HTAB
Oct 8, 2024QIGBUY22$45.34$997.48Capture opportunity: QIG
Oct 8, 2024QSIGBUY20$48.59$971.80Capture opportunity: QSIG
Oct 8, 2024LBAYBUY36$27.49$989.64Capture opportunity: LBAY
Oct 7, 2024SMBUY21$45.83$962.43Capture opportunity: SM
Oct 4, 2024SBIBUY122$8.15$994.30Capture opportunity: SBI
Oct 1, 2024PBPBUY43$22.76$978.68Capture opportunity: PBP
Oct 1, 2024PICBBUY42$23.38$981.96Capture opportunity: PICB