Matt Caruso: Sales Leader
Buys from Matt Caruso’s sales screen: revenue grew by more than 40 percent in the latest quarter and by more than 40 percent over the last 12 months as well. On top of that, the share has to rank among the strongest 25 percent of the market over the past 12 months, trade above 20 dollars, and change hands actively — more than 150,000 shares a day on average over the last 50 trading days. The target is market leaders whose growth is accelerating and that the market is already rewarding. 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. If the list holds no green-rated share, the portfolio stays in cash.
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.