Equity Performance

I started the goodBUYs portfolio to demonstrate the success of my investing philosophy in real-time, starting March 4, 2021.

Hover your cursor over the lines on the chart, and you'll see:

  • (Yellow line): The date & name of the stock when sold.
  • (Red line): The sale's impact on starting equity level (a theoretical $10,000).
  • (Red line, extreme right): The performance of the goodBUYs portfolio reflecting all closed + open trades since the date of the last closed-out stock purchase.
  • (Blue line): Performance of theoretical $10,000 in the iShares Morningstar Small-Cap Growth ETF (ISCG) benchmark over same period of time.

The lines on the equity performance chart may appear "jerky" during periods when the portfolio undergoes periods of large gains or losses prior to closing out a position. The equity chart only adds a new data point when we sell a stock and it goes into the "closed trades" section of the goodBUYs portfolio.  

Is there some kind of "trick" to how we achieve our results?

Yes. I use what I (jokingly) call "the Secret Formula." It really isn't any kind of secret - but it might as well be, since so few people on or off Wall Street seem to know about it.

The Secret Formula isn't a 'get rich quick' tool. It's a tool to ensure that we don't 'quickly get poor' when the stock market, bad luck, or bad individual decisions get the best of us.

In other words, the Secret Formula is a risk-management tool. I use it (and lay out the parameters for the formula - portfolio size, percentage of portfolio risk, buy price and sell-loss price) in every recommendation.

NOTE: You need to be a premium subscriber to gain access to The Secret Formula.

Use "The Secret Formula" page above for more knowledge on how I trade and invest.