Institutional Accumulation
Buys shares that the big funds and asset managers bought on balance in their latest filings: more holders raised their stake than cut it, and more shares came in than went out. What matters is not how large the stake is but that it is growing. On top of that, the price has to be in an uptrend. Around 2,300 actively traded stocks are covered; very small companies follow later. 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 share is sold as soon as the big holders are no longer net buyers, the uptrend ends, or it is no longer rated green.
This portfolio buys shares.
- Performance
- −1.95%
- Lead over QQQ
- −2.81%
- Largest drawdown
- −3.92%
- Win rate
- —
- Cash ratio
- 40.7%
- Portfolio value
- $98,046
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| ALNT | 230.41 | $86.80 | $87.50 | $20,161 | 20.6% |
| CON | 626.96 | $31.90 | $31.70 | $19,875 | 20.3% |
| KEX | 137.84 | $145.10 | $131.10 | $18,070 | 18.4% |
| Cash | — | — | — | $39,940 | 40.7% |
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 | KEX | Buy | 137.84 | $145.10 | Newly selected |
| 07/27/2026 | CON | Buy | 626.96 | $31.90 | Newly selected |
| 07/27/2026 | ALNT | Buy | 230.41 | $86.80 | Newly selected |