Best of All
Buys shares that clear three hurdles at once: money was left over after all outgoings in the latest quarter, revenue and earnings per share have each grown by at least 10 percent over the past year and a half, and our own deep-dive analysis rates the company green. New positions are added once a month; a share is sold as soon as it fails one of the three hurdles.
This portfolio buys shares.
- Performance
- −1.43%
- Lead over QQQ
- −2.29%
- Largest drawdown
- −3.48%
- Win rate
- —
- Cash ratio
- 3.3%
- Portfolio value
- $98,572
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| ALNT | 230.41 | $86.80 | $87.50 | $20,161 | 20.5% |
| CON | 626.96 | $31.90 | $31.70 | $19,875 | 20.2% |
| ECG | 156.74 | $127.60 | $125.40 | $19,655 | 19.9% |
| NPKI | 1,177.75 | $14.14 | $12.46 | $14,675 | 14.9% |
| VEEV | 102.83 | $194.50 | $203.80 | $20,956 | 21.3% |
| Cash | — | — | — | $3,250 | 3.3% |
The rules of this portfolio
- Buys
- once a month
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
| Date | Stock | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| 07/27/2026 | NPKI | Buy | 1,177.75 | $14.14 | Newly selected |
| 07/27/2026 | VEEV | Buy | 102.83 | $194.50 | Newly selected |
| 07/27/2026 | CON | Buy | 626.96 | $31.90 | Newly selected |
| 07/27/2026 | ECG | Buy | 156.74 | $127.60 | Newly selected |
| 07/27/2026 | ALNT | Buy | 230.41 | $86.80 | Newly selected |