Handpicked (Screen)
Thomas’ personal pick: earnings per share up at least 25 percent from the same quarter a year earlier, and revenue up at least 20 percent. The balance sheet has to be healthy — at least 6 points on the Piotroski score for balance-sheet quality and an Altman Z of at least 3, the safe, distress-remote zone. On top of that, reported earnings in the most recent quarter came in above the analyst estimate, the company is valued at no more than 10 billion dollars, and less than 70 percent of the shares sit with institutions, which leaves room for large funds to keep adding. Financials and real estate companies are left out because revenue is not defined consistently for them. 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 it no longer meets one of these conditions or is no longer rated green.
This portfolio buys shares.
- Performance
- 0.00%
- Lead over QQQ
- −0.86%
- Largest drawdown
- 0.00%
- Win rate
- —
- Cash ratio
- 100.0%
- Portfolio value
- $100,000
Performance against the yardsticks
What the portfolio holds
Nothing is held at the moment — the entire capital sits in cash.
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.
This portfolio has not traded yet.