Lynch PEG
Buys by Peter Lynch’s core rule: the price of a share, measured against its earnings, should sit below its expected growth rate. Expected earnings growth for the coming financial year has to be between 10 and 50 percent, and the financing has to be solid. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added four times a year; a share is sold as soon as it no longer meets the rule or as soon as the share 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 quarter
- 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.