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All portfolios and performance
Portfolio Ref: EQ2015LS3W
Performance in the last:
Follow this Portfolio
1D -0.1 %
1W -0.8 %
2W 0.3 %
1M 0.2 %
3M -11.7 %
6M -12.2 %
9M -9.8 %
1Y -0.5 %
Alpha
-10.1%
Beta
0.36
sharpe-R
-0.02
Benchmark
SP500 (SPDR S&P 500 ETF Trust)
sharpe-R Benchmark
2.16
The portfolio metrics Alpha, Beta and Sharpe Ratio are computed using a risk free rate of 0%.
Other Information
Calculation Frequency Daily
Latest Valuation Time 2024-09-18 07:48:44
Launch Date 2023-01-01 00:00:00
First Valuation Date 2021-01-01 00:00:00
Max. DrawDown -18.45%
Max. DrawDown Benchmark -8.41%

This Long-Short strategy aims to find promising assets to invest in for a maximum holding period of 3 Weeks in the Equity asset class. This portfolio focuses only on companies in the Industrials sector. The maximum number of assets that can be allocated in this strategy is 15.

The assets selection in this portfolio is based on: Macro-Pattern Mix St..
Please note that all model portfolios assume that the entry price for each trade is the previous close price.

For Long-Short model portfolios, the short-selling costs (asset borrowing costs) are not taken into account. This assumption is likely unrealistic, and it is important to understand the short-selling process before employing this type of strategy.

Portfolio Performance against the market Benchmark

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Risk Level
3
Difficulty Level
4

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Follow the portfolio and you will get notified for every change in the composition of the portfolio

Current Portfolio Composition

Asset Asset Class Action Weight PnL
AMRC Ameresco, Inc. Equity Buy 11.02% 0%
UFPI UFP Industries, Inc. Equity Sell -6.19% -4.11%
TITN Titan Machinery Inc. Equity Sell -6.06% 2.95%
The percentage of cash held in the portfolio is: 101.22%
** The description of each asset is available Here

The latest 5 Compositions change

2024-09-18 00:00:00 : Portfolio change date
Asset Action Weight PnL
AMRC Ameresco, Inc. Buy 11.02% 0%
UFPI UFP Industries, Inc. Sell -6.19% -4.11%
TITN Titan Machinery Inc. Sell -6.06% 2.95%
The percentage of cash held in the portfolio is: 101.22%
New Assets Added
  • AMRC
Assets Removed
Asset Action Perf %
KNX Buy All -1.73%
Assets Rebalanced
None
2024-09-17 00:00:00 : Portfolio change date
Asset Action Weight PnL
KNX Knight-Swift Transportation Holdings Inc. Sell -6.05% -1.4%
UFPI UFP Industries, Inc. Sell -6.05% -2.02%
TITN Titan Machinery Inc. Sell -6% 3.74%
The percentage of cash held in the portfolio is: 118.1%
New Assets Added
None
Assets Removed
Asset Action Perf %
AMRC Sell All 15.59%
Assets Rebalanced
None
2024-09-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
AMRC Ameresco, Inc. Buy 11.14% 13.92%
KNX Knight-Swift Transportation Holdings Inc. Sell -6.12% -2.35%
UFPI UFP Industries, Inc. Sell -5.99% -0.77%
TITN Titan Machinery Inc. Sell -5.97% 4.31%
The percentage of cash held in the portfolio is: 106.93%
New Assets Added
None
Assets Removed
Asset Action Perf %
EVI Buy All -10.63%
Assets Rebalanced
None
2024-09-12 00:00:00 : Portfolio change date
Asset Action Weight PnL
AMRC Ameresco, Inc. Buy 10.69% 10.54%
KNX Knight-Swift Transportation Holdings Inc. Sell -5.75% 2.73%
UFPI UFP Industries, Inc. Sell -5.51% 6.26%
EVI EVI Industries, Inc. Sell -5.88% -0.06%
TITN Titan Machinery Inc. Sell -5.81% 5.82%
The percentage of cash held in the portfolio is: 112.26%
New Assets Added
None
Assets Removed
Asset Action Perf %
STRL Buy All -9.41%
Assets Rebalanced
None
2024-09-04 00:00:00 : Portfolio change date
Asset Action Weight PnL
AMRC Ameresco, Inc. Buy 9.6% -1.89%
KNX Knight-Swift Transportation Holdings Inc. Sell -6.08% -1.67%
UFPI UFP Industries, Inc. Sell -5.72% 3.7%
EVI EVI Industries, Inc. Sell -5.72% 3.85%
STRL Sterling Infrastructure, Inc. Sell -6.24% 0%
TITN Titan Machinery Inc. Sell -6.24% 0%
The percentage of cash held in the portfolio is: 120.4%
New Assets Added
  • STRL
  • TITN
Assets Removed
None
Assets Rebalanced
None
2024-08-29 00:00:00 : Portfolio change date
Asset Action Weight PnL
AMRC Ameresco, Inc. Buy 9.48% -3.66%
KNX Knight-Swift Transportation Holdings Inc. Sell -6.08% -1.1%
UFPI UFP Industries, Inc. Sell -5.98% 0%
EVI EVI Industries, Inc. Sell -5.98% 0%
The percentage of cash held in the portfolio is: 108.56%
New Assets Added
  • UFPI
  • EVI
Assets Removed
None
Assets Rebalanced
None
2024-08-28 00:00:00 : Portfolio change date
Asset Action Weight PnL
AMRC Ameresco, Inc. Buy 9.66% -1.56%
KNX Knight-Swift Transportation Holdings Inc. Sell -6% 0%
The percentage of cash held in the portfolio is: 96.34%
New Assets Added
  • KNX
Assets Removed
None
Assets Rebalanced
None
2024-08-27 00:00:00 : Portfolio change date
Asset Action Weight PnL
AMRC Ameresco, Inc. Buy 9.8% 0%
The percentage of cash held in the portfolio is: 90.2%
New Assets Added
  • AMRC
Assets Removed
None
Assets Rebalanced
None
2024-08-23 00:00:00 : Portfolio change date
No Asset in the portfolio
The percentage of cash held in the portfolio is: 100%
New Assets Added
None
Assets Removed
Asset Action Perf %
UFPI Buy All 5.59%
Assets Rebalanced
None
2024-08-22 00:00:00 : Portfolio change date
Asset Action Weight PnL
UFPI UFP Industries, Inc. Sell -5.85% 4.21%
The percentage of cash held in the portfolio is: 105.85%
New Assets Added
None
Assets Removed
Asset Action Perf %
RYI Buy All 17.86%
Assets Rebalanced
None
2024-08-20 00:00:00 : Portfolio change date
Asset Action Weight PnL
RYI Ryerson Holding Corporation Sell -5.13% 19.88%
UFPI UFP Industries, Inc. Sell -5.77% 5.41%
The percentage of cash held in the portfolio is: 110.9%
New Assets Added
None
Assets Removed
Asset Action Perf %
KNX Sell All 3.2%
Assets Rebalanced
None
2024-08-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
KNX Knight-Swift Transportation Holdings Inc. Buy 13.78% 2.68%
RYI Ryerson Holding Corporation Sell -5.12% 20.18%
UFPI UFP Industries, Inc. Sell -5.86% 4.08%
The percentage of cash held in the portfolio is: 97.2%
New Assets Added
None
Assets Removed
Asset Action Perf %
STRL Buy All -4.19%
Assets Rebalanced
None
2024-08-09 00:00:00 : Portfolio change date
Asset Action Weight PnL
KNX Knight-Swift Transportation Holdings Inc. Buy 13.46% 0.57%
STRL Sterling Infrastructure, Inc. Sell -6.45% 1.95%
RYI Ryerson Holding Corporation Sell -5.12% 19.92%
UFPI UFP Industries, Inc. Sell -5.7% 6.41%
The percentage of cash held in the portfolio is: 103.81%
New Assets Added
None
Assets Removed
Asset Action Perf %
ROK Buy All 4.89%
Assets Rebalanced
None
2024-08-07 00:00:00 : Portfolio change date
Asset Action Weight PnL
KNX Knight-Swift Transportation Holdings Inc. Buy 13.45% 0.56%
ROK Rockwell Automation, Inc. Sell -6.04% 7.96%
STRL Sterling Infrastructure, Inc. Sell -6.34% 3.55%
RYI Ryerson Holding Corporation Sell -5.28% 17.44%
UFPI UFP Industries, Inc. Sell -5.76% 5.37%
The percentage of cash held in the portfolio is: 109.96%
New Assets Added
None
Assets Removed
Asset Action Perf %
HLIO Buy All 1.14%
Assets Rebalanced
None
2024-08-06 00:00:00 : Portfolio change date
Asset Action Weight PnL
KNX Knight-Swift Transportation Holdings Inc. Buy 13.11% -1.49%
ROK Rockwell Automation, Inc. Sell -5.95% 8.88%
STRL Sterling Infrastructure, Inc. Sell -6.09% 6.81%
HLIO Helios Technologies, Inc. Sell -6.07% 7.1%
RYI Ryerson Holding Corporation Sell -5.22% 17.95%
UFPI UFP Industries, Inc. Sell -5.62% 7.19%
The percentage of cash held in the portfolio is: 115.84%
New Assets Added
None
Assets Removed
Asset Action Perf %
SSD Sell All -5.82%
SAIA Sell All -9.55%
Assets Rebalanced
None
2024-08-05 00:00:00 : Portfolio change date
Asset Action Weight PnL
SSD Simpson Manufacturing Co., Inc. Buy 15.17% -3.22%
KNX Knight-Swift Transportation Holdings Inc. Buy 12.96% -2.89%
SAIA Saia, Inc. Buy 19.66% -8.28%
ROK Rockwell Automation, Inc. Sell -6.09% 6.97%
STRL Sterling Infrastructure, Inc. Sell -6.25% 4.69%
HLIO Helios Technologies, Inc. Sell -6.15% 6.18%
RYI Ryerson Holding Corporation Sell -5.46% 14.38%
UFPI UFP Industries, Inc. Sell -5.87% 3.34%
The percentage of cash held in the portfolio is: 82.03%
New Assets Added
None
Assets Removed
Asset Action Perf %
SPCE Sell All -26.44%
SXI Sell All 1.2%
URI Sell All -1.2%
AAL Sell All -9.32%
ERII Sell All -7.39%
Assets Rebalanced
None
2024-08-02 00:00:00 : Portfolio change date
Asset Action Weight PnL
SPCE Virgin Galactic Holdings, Inc. Buy 8.8% -21.66%
SXI Standex International Corporation Buy 11.52% 2.59%
URI United Rentals, Inc. Buy 11.84% 5.43%
SSD Simpson Manufacturing Co., Inc. Buy 15.14% -0.15%
AAL American Airlines Group Inc. Buy 12.3% -4.52%
KNX Knight-Swift Transportation Holdings Inc. Buy 12.96% 0.44%
SAIA Saia, Inc. Buy 19.61% -5.47%
ERII Energy Recovery, Inc. Buy 11.94% 0%
ROK Rockwell Automation, Inc. Sell -6.15% 2.88%
STRL Sterling Infrastructure, Inc. Sell -6.34% 0.07%
HLIO Helios Technologies, Inc. Sell -6.2% 2.26%
RYI Ryerson Holding Corporation Sell -5.44% 11.77%
UFPI UFP Industries, Inc. Sell -5.87% 0%
The percentage of cash held in the portfolio is: 25.88%
New Assets Added
  • UFPI
  • ERII
Assets Removed
Asset Action Perf %
ERII Buy All -23.09%
ALGT Sell All -9.23%
WMS Sell All 4.03%
EVI Sell All -7.16%
Assets Rebalanced
None
2024-08-01 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 13.29% 8.89%
EVI EVI Industries, Inc. Buy 12.48% 2.25%
SPCE Virgin Galactic Holdings, Inc. Buy 9.07% -12.97%
SXI Standex International Corporation Buy 11.06% 6.16%
URI United Rentals, Inc. Buy 11.61% 11.41%
SSD Simpson Manufacturing Co., Inc. Buy 14.6% 3.85%
AAL American Airlines Group Inc. Buy 11.97% 0.19%
KNX Knight-Swift Transportation Holdings Inc. Buy 12.47% 4.19%
ALGT Allegiant Travel Company Buy 12.21% 2.13%
SAIA Saia, Inc. Buy 19.24% 0%
ROK Rockwell Automation, Inc. Sell -6.01% -2.27%
ERII Energy Recovery, Inc. Sell -6% -2.03%
STRL Sterling Infrastructure, Inc. Sell -6.22% -5.72%
HLIO Helios Technologies, Inc. Sell -6.05% -2.87%
RYI Ryerson Holding Corporation Sell -5.72% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • RYI
  • SAIA
Assets Removed
Asset Action Perf %
PTSI Sell All 10.82%
Assets Rebalanced
None
2024-07-31 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 13.06% 6.69%
EVI EVI Industries, Inc. Buy 12.03% -1.75%
PTSI P.A.M. Transportation Services, Inc. Buy 14.19% 15.92%
SPCE Virgin Galactic Holdings, Inc. Buy 9.03% -13.59%
SXI Standex International Corporation Buy 10.94% 4.65%
URI United Rentals, Inc. Buy 11.34% 8.46%
SSD Simpson Manufacturing Co., Inc. Buy 14.63% 3.66%
AAL American Airlines Group Inc. Buy 12.15% 1.32%
KNX Knight-Swift Transportation Holdings Inc. Buy 12.49% 4%
ALGT Allegiant Travel Company Buy 12% 0%
ROK Rockwell Automation, Inc. Sell -5.96% -1.09%
ERII Energy Recovery, Inc. Sell -5.98% -1.26%
STRL Sterling Infrastructure, Inc. Sell -5.9% -0.04%
HLIO Helios Technologies, Inc. Sell -6.03% -2.1%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • ALGT
Assets Removed
None
Assets Rebalanced
None
2024-07-30 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 13.2% 6.96%
EVI EVI Industries, Inc. Buy 12.38% 0.35%
PTSI P.A.M. Transportation Services, Inc. Buy 14.08% 14.13%
SPCE Virgin Galactic Holdings, Inc. Buy 9.14% -13.22%
SXI Standex International Corporation Buy 11.03% 4.71%
URI United Rentals, Inc. Buy 11.55% 9.6%
SSD Simpson Manufacturing Co., Inc. Buy 14.69% 3.34%
AAL American Airlines Group Inc. Buy 11.87% -1.79%
KNX Knight-Swift Transportation Holdings Inc. Buy 12.11% 0%
ROK Rockwell Automation, Inc. Sell -5.93% 0.09%
ERII Energy Recovery, Inc. Sell -6.01% -0.98%
STRL Sterling Infrastructure, Inc. Sell -6.13% -3.03%
HLIO Helios Technologies, Inc. Sell -6.09% -2.4%
The percentage of cash held in the portfolio is: 14.11%
New Assets Added
  • KNX
Assets Removed
None
Assets Rebalanced
None
2024-07-29 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 12.97% 7.31%
EVI EVI Industries, Inc. Buy 12.82% 6.06%
PTSI P.A.M. Transportation Services, Inc. Buy 14.53% 20.22%
SPCE Virgin Galactic Holdings, Inc. Buy 9.41% -8.81%
SXI Standex International Corporation Buy 10.96% 6.2%
URI United Rentals, Inc. Buy 11.43% 10.69%
SSD Simpson Manufacturing Co., Inc. Buy 14.5% 4.04%
AAL American Airlines Group Inc. Buy 11.84% 0%
ROK Rockwell Automation, Inc. Sell -5.92% -1.68%
ERII Energy Recovery, Inc. Sell -6.08% -4.34%
STRL Sterling Infrastructure, Inc. Sell -6.1% -4.74%
HLIO Helios Technologies, Inc. Sell -6.05% -3.81%
The percentage of cash held in the portfolio is: 25.68%
New Assets Added
  • AAL
Assets Removed
Asset Action Perf %
MRTN Buy All -5.32%
Assets Rebalanced
None
2024-07-26 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 12.66% 3.4%
EVI EVI Industries, Inc. Buy 13.05% 6.51%
PTSI P.A.M. Transportation Services, Inc. Buy 14.6% 19.24%
SPCE Virgin Galactic Holdings, Inc. Buy 8.6% -17.75%
SXI Standex International Corporation Buy 11.01% 5.3%
URI United Rentals, Inc. Buy 11.61% 10.99%
SSD Simpson Manufacturing Co., Inc. Buy 14.12% 0%
ROK Rockwell Automation, Inc. Sell -5.86% 0.54%
ERII Energy Recovery, Inc. Sell -6.13% -3.85%
MRTN Marten Transport, Ltd. Sell -6.19% -3.11%
STRL Sterling Infrastructure, Inc. Sell -5.9% 0%
HLIO Helios Technologies, Inc. Sell -5.9% 0%
The percentage of cash held in the portfolio is: 44.35%
New Assets Added
  • STRL
  • HLIO
  • SSD
Assets Removed
Asset Action Perf %
VVI Sell All -5.35%
Assets Rebalanced
None
2024-07-23 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 12.93% 5.46%
EVI EVI Industries, Inc. Buy 12.39% 1.05%
PTSI P.A.M. Transportation Services, Inc. Buy 13.45% 9.73%
SPCE Virgin Galactic Holdings, Inc. Buy 9.02% -13.83%
SXI Standex International Corporation Buy 11.06% 5.69%
URI United Rentals, Inc. Buy 11.37% 8.65%
VVI Viad Corp Buy 9.11% 7.29%
ROK Rockwell Automation, Inc. Sell -5.97% -1.2%
ERII Energy Recovery, Inc. Sell -5.99% -1.4%
MRTN Marten Transport, Ltd. Sell -6.01% 0%
The percentage of cash held in the portfolio is: 38.65%
New Assets Added
  • MRTN
Assets Removed
None
Assets Rebalanced
None
2024-07-22 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 12.78% 2.47%
EVI EVI Industries, Inc. Buy 12.46% -0.1%
PTSI P.A.M. Transportation Services, Inc. Buy 13.67% 9.62%
SPCE Virgin Galactic Holdings, Inc. Buy 8.42% -20.93%
SXI Standex International Corporation Buy 11% 3.32%
URI United Rentals, Inc. Buy 11.26% 5.75%
VVI Viad Corp Buy 9.15% 5.93%
ROK Rockwell Automation, Inc. Sell -5.94% 0.99%
ERII Energy Recovery, Inc. Sell -6.01% 0%
The percentage of cash held in the portfolio is: 33.21%
New Assets Added
  • ERII
Assets Removed
None
Assets Rebalanced
None
2024-07-19 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 12.96% 3.96%
EVI EVI Industries, Inc. Buy 12.58% 0.95%
PTSI P.A.M. Transportation Services, Inc. Buy 13.29% 6.63%
SPCE Virgin Galactic Holdings, Inc. Buy 8.55% -19.71%
SXI Standex International Corporation Buy 10.96% 2.95%
URI United Rentals, Inc. Buy 11.41% 7.19%
VVI Viad Corp Buy 9.06% 4.94%
ROK Rockwell Automation, Inc. Sell -6% 0%
The percentage of cash held in the portfolio is: 27.19%
New Assets Added
  • ROK
Assets Removed
None
Assets Rebalanced
None
2024-07-17 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 13.17% 9.82%
EVI EVI Industries, Inc. Buy 11.97% -0.2%
PTSI P.A.M. Transportation Services, Inc. Buy 13.31% 10.98%
SPCE Virgin Galactic Holdings, Inc. Buy 10.08% -1.59%
SXI Standex International Corporation Buy 10.99% 7.27%
URI United Rentals, Inc. Buy 11.2% 9.33%
VVI Viad Corp Buy 8.9% 7.09%
The percentage of cash held in the portfolio is: 20.39%
New Assets Added
None
Assets Removed
Asset Action Perf %
CAR Buy All -9.52%
Assets Rebalanced
None
2024-07-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
WMS Advanced Drainage Systems, Inc. Buy 12.73% 1.88%
EVI EVI Industries, Inc. Buy 12.34% -1.25%
PTSI P.A.M. Transportation Services, Inc. Buy 12.96% 3.7%
SPCE Virgin Galactic Holdings, Inc. Buy 9.86% -7.59%
SXI Standex International Corporation Buy 10.94% 2.56%
URI United Rentals, Inc. Buy 11.11% 4.1%
VVI Viad Corp Buy 8.65% 0%
CAR Avis Budget Group, Inc. Sell -6.55% -6.76%
The percentage of cash held in the portfolio is: 27.96%
New Assets Added
  • VVI
Assets Removed
Asset Action Perf %
REVG Buy All 0.08%
LNN Buy All -6.64%
MRCY Sell All 15.01%
ATSG Sell All 17.74%
Assets Rebalanced
None
2024-07-15 00:00:00 : Portfolio change date
Asset Action Weight PnL
MRCY Mercury Systems, Inc. Buy 12.47% 10.65%
ATSG Air Transport Services Group, Inc. Buy 12.88% 14.29%
WMS Advanced Drainage Systems, Inc. Buy 12.64% 0.57%
EVI EVI Industries, Inc. Buy 12.59% 0.1%
PTSI P.A.M. Transportation Services, Inc. Buy 12.87% 2.34%
SPCE Virgin Galactic Holdings, Inc. Buy 10.74% 0%
SXI Standex International Corporation Buy 10.74% 0%
URI United Rentals, Inc. Buy 10.74% 0%
REVG REV Group, Inc. Sell -6.17% 1.93%
LNN Lindsay Corporation Sell -6.41% -3.87%
CAR Avis Budget Group, Inc. Sell -6.55% -6.07%
The percentage of cash held in the portfolio is: 23.47%
New Assets Added
  • SPCE
  • SXI
  • URI
Assets Removed
Asset Action Perf %
TPIC Buy All -21.12%
JBLU Sell All 6.27%
Assets Rebalanced
None
2024-07-12 00:00:00 : Portfolio change date
Asset Action Weight PnL
JBLU JetBlue Airways Corporation Buy 10.49% 2.79%
MRCY Mercury Systems, Inc. Buy 12.49% 11.04%
ATSG Air Transport Services Group, Inc. Buy 12.65% 12.44%
WMS Advanced Drainage Systems, Inc. Buy 12.55% 0%
EVI EVI Industries, Inc. Buy 12.55% 0%
PTSI P.A.M. Transportation Services, Inc. Buy 12.55% 0%
REVG REV Group, Inc. Sell -6.26% 0.32%
TPIC TPI Composites, Inc. Sell -6.59% -6.95%
LNN Lindsay Corporation Sell -6.31% -2.4%
CAR Avis Budget Group, Inc. Sell -6.31% -2.37%
The percentage of cash held in the portfolio is: 52.19%
New Assets Added
  • WMS
  • EVI
  • PTSI
Assets Removed
Asset Action Perf %
BLD Buy All -11.58%
INSW Sell All -3.17%
Assets Rebalanced
None
2024-07-11 00:00:00 : Portfolio change date
Asset Action Weight PnL
INSW International Seaways, Inc. Buy 9.91% -2.56%
JBLU JetBlue Airways Corporation Buy 10.13% -0.35%
MRCY Mercury Systems, Inc. Buy 11.87% 5.93%
ATSG Air Transport Services Group, Inc. Buy 12.22% 8.99%
REVG REV Group, Inc. Sell -6.1% 2.48%
BLD TopBuild Corp. Sell -6.29% -2.6%
TPIC TPI Composites, Inc. Sell -6.17% -0.53%
LNN Lindsay Corporation Sell -6.07% 1.16%
CAR Avis Budget Group, Inc. Sell -6% 2.24%
The percentage of cash held in the portfolio is: 86.51%
New Assets Added
None
Assets Removed
Asset Action Perf %
BW Sell All -13.02%
Assets Rebalanced
None
2024-07-09 00:00:00 : Portfolio change date
Asset Action Weight PnL
INSW International Seaways, Inc. Buy 9.72% -2.52%
JBLU JetBlue Airways Corporation Buy 10.2% 2.26%
MRCY Mercury Systems, Inc. Buy 11.74% 6.81%
ATSG Air Transport Services Group, Inc. Buy 12.03% 9.37%
BW Babcock & Wilcox Enterprises, Inc. Buy 14.05% 0%
REVG REV Group, Inc. Sell -5.99% 2.28%
BLD TopBuild Corp. Sell -6.11% -1.6%
TPIC TPI Composites, Inc. Sell -6.19% -2.67%
LNN Lindsay Corporation Sell -6.03% -0.11%
CAR Avis Budget Group, Inc. Sell -6.07% -0.73%
The percentage of cash held in the portfolio is: 72.64%
New Assets Added
  • BW
Assets Removed
None
Assets Rebalanced
None

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Market Overview

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