Track Record

Last updated: 15 November, 2018

Performance metrics are provided for closed trade ideas only. Currently open trade ideas are accessible to subscribers only.

All performance metrics are calculated using US dollar returns.

Long Trade Ideas

Total return for ideas with corresponding total return for S&P 500 and MSCI ACWI indices during the same period.

Idea Opened Closed Total Return S&P 500 MSCI ACWI
HollyFrontier Corp $HFC 13 Sep. 17 27 Nov. 17 37.8% 4.5% 4.0%
Michael Kors $KORS 13 Sep. 17 27 Nov. 17 31.9% 4.5% 4.0%
Andarko Petroleum $APC 25 Oct. 17 02 Jan. 18 12.6% 5.0% 4.3%
JD.com $JD 26 Oct. 17 10 Jan. 18 26.2% 7.8% 7.3%
Korn Ferry Intl $KFY 02 Oct. 17 16 Apr. 18 33.7% 7.0% 6.3%
Robert Half Intl $RHI 02 Oct. 17 16 Apr. 18 16.9% 7.0% 6.3%
Bristol-Myers Squibb $BMY 20 Sep. 17 16 Apr. 18 -15.0% 5.0% 4.4%
Occidental Petroleum $OXY 25 Oct. 17 14 May 18 32.9% 7.9% 6.9%
Lululemon Athletica $LULU 03 Apr. 18 04 Jun. 18 41.0% 5.4% 3.9%
Target Corp $TGT 08 Nov. 17 05 Jun. 18 38.2% 7.2% 4.7%
Under Armour $UAA 13 Apr. 18 05 Jun. 18 42.7% 3.8% 1.5%
AppFolio $APPF 19 Jan. 18 20 Jun. 18 47.9% -0.7% -3.8%
Terumo Corp $4543.JP 11 Dec. 17 21 Jun. 18 35.4% 5.1% 2.7%
Cerner Corp $CERN 20 Sep. 17 27 Jun. 18 -15.6% 9.2% 4.7%
Extra Space Storage $EXR 15 Nov. 17 27 Jun. 18 19.5% 6.5% 3.4%
Ralph Lauren $RL 13 Apr. 18 27 Jun. 18 14.1% 2.0% -1.1%
Burberry Group $BRBY.LN 03 Apr. 18 18 Jul. 18 20.0% 8.3% 3.8%
iShares Saudi Arabia $KSA 09 Oct. 17 23 Jul. 18 25.1% 11.9% 7.2%
Cyber Security ETF   $HACK 08 Jan. 18 02 Oct. 18 17.7% 7.9% 1.2%
Vale SA  $VALE 18 Dec. 17 02 Oct. 18 41.8% 10.3% 4.4%
Life Storage   $LSI 15 Nov. 17 02 Oct. 18 9.7% 15.9% 8.6%
Dollar General  $DG 08 Nov. 17 24 Oct. 18 39.1% 4.3% -2.3%
EQT Corp  $EQT* 25 Oct. 17 14 Nov. 18 6.6% 7.8% 0.6%
Mosaic  $MOS 22 Jan. 18 14 Nov. 18 34.3% -3.1% -8.9%
Barnes & Noble  $BKS 29 Jun. 18 14 Nov. 18 13.9% 0.1% -3.5%
Bed, Bath, and Beyond  $BBBY 29 Jun. 18 14 Nov. 18 -30.9% 0.1% -3.5%

*including $ETRN shares

Short Trade Ideas

Positive return for an idea indicates that the security generated a negative total return during the period (and thus a positive return from being short the security).

Idea Opened Closed Total Return S&P 500 MSCI ACWI
Dr Pepper Snapple  $DPS 16 Oct. 17 29 Jan. 18 -31.4% 12.1% 10.8%
CBS Corp $CBS 02 Nov. 17 16 Apr. 17 10.5% 4.1% 3.5%
Philip Morris $PM 16 Oct. 17 24 Apr. 17 25.8% 4.0% 3.7%
PepsiCo  $PEP 16 Oct. 17 29 May 18 9.7% 6.4% 3.8%
Kimberly Clark $KMB 16 Oct. 17 29 May 18 9.8% 6.4% 3.8%
Clorox $CLX 16 Oct. 17 29 May 18 3.9% 6.4% 3.8%
American Airlines $AAL 08 Nov. 17 27 Jun. 18 17.0% 5.4% 1.9%
Carnival Corp  $CCL 13 Apr. 18 24 Oct. 18 11.8% 1.3% -5.2%

Trade Ideas should not be considered as investment advice or a recommendation to purchase any particular security, strategy or investment product. References to specific securities and issuers are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.