Fallen Angels
Buys beaten-down stocks whose businesses keep making money: the price has fallen at least 40 percent over the past year, yet more than a quarter of its assets is still funded by equity, free cash flow over the last four quarters was positive, and the company is worth more than 2 billion dollars on the market. Whether the sell-off was overdone is for the individual analysis to decide. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a stock is sold as soon as one of these conditions no longer holds or it is no longer rated green.
This portfolio buys shares.
- Performance
- +1.11%
- Lead over QQQ
- +0.25%
- Largest drawdown
- −1.85%
- Win rate
- —
- Cash ratio
- 39.5%
- Portfolio value
- $101,109
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| AVPT | 1,562.50 | $12.80 | $13.00 | $20,313 | 20.1% |
| CRVL | 331.13 | $60.40 | $60.10 | $19,901 | 19.7% |
| VEEV | 102.83 | $194.50 | $203.80 | $20,956 | 20.7% |
| Cash | — | — | — | $39,940 | 39.5% |
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 | VEEV | Buy | 102.83 | $194.50 | Newly selected |
| 07/27/2026 | AVPT | Buy | 1,562.50 | $12.80 | Newly selected |
| 07/27/2026 | CRVL | Buy | 331.13 | $60.40 | Newly selected |