The $$$MR. MARKET$$$ Stock Portfolio

[mrmarket]

	These are all of my open positions:
	STOCK	DATE IN	PAID	NOW	GAIN	TARGET	S&P Purch Date	S&P Now	S&P GAIN
	MCB	1/7/2022	110.72	70.55	-36.3%	127.89	4,677.03	6,852.06	46.5%
	DFH	3/28/2024	42.32	23.54	-44.4%	48.87	5,254.35	6,852.06	30.4%
	ALSN	12/6/2024	116.83	83.22	-28.8%	134.94	6,090.27	6,852.06	12.5%
	SAN	8/15/2025	9.68	9.93	2.6%	11.18	6,449.80	6,852.06	6.2%
	BBVA	8/21/2025	18.98	19.93	5.0%	21.92	6,370.17	6,852.06	7.6%
	DXPE	10/9/2025	122.17	122.78	0.5%	141.11	6,735.11	6,852.06	1.7%
	And here is a listing of ALL of my closed trades entered since April 2021
	STOCK	DATE IN	DATE OUT	PAID	SOLD	GAIN	ANNUALIZED GAIN	S&P Purch Date	S&P Sale Date	S&P GAIN
1	SIVB	8/20/2021	9/23/2021	548.33	633.33	16%	166%	4,441.67	4,448.98	0%
2	CUBI	6/1/2021	10/5/2021	38.38	44.33	16%	45%	4,204.11	4,345.72	3%
3	FNF	5/4/2021	1/7/2022	46.05	53.57	16%	24%	4,188.43	4,704.52	12%
4	ECPG	11/17/2021	2/8/2022	59.05	68.39	16%	70%	4,688.67	4,521.54	-4%
5	LEN	4/19/2021	6/21/2023	104.06	121.88	17%	8%	4,185.47	4,365.69	4%
6	MHO	6/12/2023	6/30/2023	75.86	88.28	16%	332%	4,338.93	4,450.38	3%
7	PHM	6/30/2023	12/1/2023	77.77	89.83	16%	37%	4,450.38	4,591.74	3%
8	BLDR	7/14/2023	12/14/2023	139.90	163.24	17%	40%	4,505.42	4,720.25	5%
9	BCC	12/18/2023	1/22/2024	118.40	136.94	16%	163%	4,740.56	4,850.43	2%
10	KBH	1/4/2024	3/8/2024	60.81	70.54	16%	91%	4,688.68	5,153.64	10%
11	FCNCA	2/2/2024	4/25/2024	1,524.70	1,799.85	18%	79%	4,958.61	5,048.42	2%
12	CLS	4/11/2024	5/17/2024	45.48	52.53	16%	157%	5,199.06	5,303.27	2%
13	AX	5/24/2024	7/16/2024	57.58	70.50	22%	155%	5,304.72	5,667.20	7%
14	PFBC	5/3/2024	7/29/2024	79.01	91.26	16%	65%	5,127.79	5,463.54	7%
15	LRN	6/29/2024	8/8/2024	69.89	81.09	16%	146%	5,460.48	5,319.31	-3%
16	WLFC	8/22/2024	9/18/2024	107.58	124.30	16%	210%	5,570.64	5,618.26	1%
17	POWL	9/18/2024	9/23/2024	179.14	212.90	19%	1376%	5,618.26	5,718.57	2%
18	AMAL	7/19/2024	11/6/2024	31.69	36.61	16%	52%	5,505.00	5,929.04	8%
19	ONB	11/1/2021	11/25/2024	19.41	22.43	16%	5%	4,605.38	6,021.63	31%
20	CBNK	1/18/2022	1/29/2025	27.19	31.66	16%	5%	4,577.11	6,039.31	32%
21	NWG	10/17/2024	2/6/2025	9.55	11.23	18%	57%	5,841.47	6,083.57	4%
22	IBKR	2/6/2025	7/28/2025	56.77	65.50	15%	33%	6,083.57	6,389.77	5%
23	IDCC	2/14/2025	7/30/2025	213.03	246.90	16%	35%	6,114.63	6,362.90	4%
24	ESEA	10/4/2024	8/15/2025	50.22	59.39	18%	21%	5,751.07	6,449.80	12%
25	PLPC	8/4/2023	8/22/2025	164.50	192.10	17%	8%	4,478.03	6,466.91	44%
26	STRL	9/18/2025	10/27/2025	330.60	387.50	17%	161%	6,631.96	6,852.06	3%

[mrmarket]

	These are all of my open positions:
	STOCK	DATE IN	PAID	NOW	GAIN	TARGET	S&P Purch Date	S&P Now	S&P GAIN
	MCB	1/7/2022	110.72	76.74	-30.7%	127.89	4,677.03	6,849.72	46.5%
	DFH	3/28/2024	42.32	19.76	-53.3%	48.87	5,254.35	6,849.72	30.4%
	ALSN	12/6/2024	116.83	90.52	-22.5%	134.94	6,090.27	6,849.72	12.5%
	SAN	8/15/2025	9.68	10.93	13.0%	11.18	6,449.80	6,849.72	6.2%
	DXPE	10/9/2025	122.17	99.03	-18.9%	141.11	6,735.11	6,849.72	1.7%
	And here is a listing of ALL of my closed trades entered since April 2021
	STOCK	DATE IN	DATE OUT	PAID	SOLD	GAIN	ANNUALIZED GAIN	S&P Purch Date	S&P Sale Date	S&P GAIN
1	SIVB	8/20/2021	9/23/2021	548.33	633.33	16%	166%	4,441.67	4,448.98	0%
2	CUBI	6/1/2021	10/5/2021	38.38	44.33	16%	45%	4,204.11	4,345.72	3%
3	FNF	5/4/2021	1/7/2022	46.05	53.57	16%	24%	4,188.43	4,704.52	12%
4	ECPG	11/17/2021	2/8/2022	59.05	68.39	16%	70%	4,688.67	4,521.54	-4%
5	LEN	4/19/2021	6/21/2023	104.06	121.88	17%	8%	4,185.47	4,365.69	4%
6	MHO	6/12/2023	6/30/2023	75.86	88.28	16%	332%	4,338.93	4,450.38	3%
7	PHM	6/30/2023	12/1/2023	77.77	89.83	16%	37%	4,450.38	4,591.74	3%
8	BLDR	7/14/2023	12/14/2023	139.90	163.24	17%	40%	4,505.42	4,720.25	5%
9	BCC	12/18/2023	1/22/2024	118.40	136.94	16%	163%	4,740.56	4,850.43	2%
10	KBH	1/4/2024	3/8/2024	60.81	70.54	16%	91%	4,688.68	5,153.64	10%
11	FCNCA	2/2/2024	4/25/2024	1,524.70	1,799.85	18%	79%	4,958.61	5,048.42	2%
12	CLS	4/11/2024	5/17/2024	45.48	52.53	16%	157%	5,199.06	5,303.27	2%
13	AX	5/24/2024	7/16/2024	57.58	70.50	22%	155%	5,304.72	5,667.20	7%
14	PFBC	5/3/2024	7/29/2024	79.01	91.26	16%	65%	5,127.79	5,463.54	7%
15	LRN	6/29/2024	8/8/2024	69.89	81.09	16%	146%	5,460.48	5,319.31	-3%
16	WLFC	8/22/2024	9/18/2024	107.58	124.30	16%	210%	5,570.64	5,618.26	1%
17	POWL	9/18/2024	9/23/2024	179.14	212.90	19%	1376%	5,618.26	5,718.57	2%
18	AMAL	7/19/2024	11/6/2024	31.69	36.61	16%	52%	5,505.00	5,929.04	8%
19	ONB	11/1/2021	11/25/2024	19.41	22.43	16%	5%	4,605.38	6,021.63	31%
20	CBNK	1/18/2022	1/29/2025	27.19	31.66	16%	5%	4,577.11	6,039.31	32%
21	NWG	10/17/2024	2/6/2025	9.55	11.23	18%	57%	5,841.47	6,083.57	4%
22	IBKR	2/6/2025	7/28/2025	56.77	65.50	15%	33%	6,083.57	6,389.77	5%
23	IDCC	2/14/2025	7/30/2025	213.03	246.90	16%	35%	6,114.63	6,362.90	4%
24	ESEA	10/4/2024	8/15/2025	50.22	59.39	18%	21%	5,751.07	6,449.80	12%
25	PLPC	8/4/2023	8/22/2025	164.50	192.10	17%	8%	4,478.03	6,466.91	44%
26	STRL	9/18/2025	10/27/2025	330.60	387.50	17%	161%	6,631.96	6,852.06	3%
27	BBVA	8/21/2025	12/3/2025	18.98	22.06	16%	57%	6,370.17	6,849.72	8%

[mrmarket]

	These are all of my open positions:
	STOCK	DATE IN	PAID	NOW	GAIN	TARGET	S&P Purch Date	S&P Now	S&P GAIN
	MCB	1/7/2022	110.72	79.93	-27.8%	127.89	4,677.03	6,827.41	46.0%
	DFH	3/28/2024	42.32	19.90	-53.0%	48.87	5,254.35	6,827.41	29.9%
	ALSN	12/6/2024	116.83	99.84	-14.5%	134.94	6,090.27	6,827.41	12.1%
	DXPE	10/9/2025	122.17	109.36	-10.5%	141.11	6,735.11	6,827.41	1.4%
	GSL	12/12/2025	33.93	33.91	-0.1%	39.19	6,827.41	6,827.41	0.0%
	And here is a listing of ALL of my closed trades entered since April 2021
	STOCK	DATE IN	DATE OUT	PAID	SOLD	GAIN	ANNUALIZED GAIN	S&P Purch Date	S&P Sale Date	S&P GAIN
1	SIVB	8/20/2021	9/23/2021	548.33	633.33	16%	166%	4,441.67	4,448.98	0%
2	CUBI	6/1/2021	10/5/2021	38.38	44.33	16%	45%	4,204.11	4,345.72	3%
3	FNF	5/4/2021	1/7/2022	46.05	53.57	16%	24%	4,188.43	4,704.52	12%
4	ECPG	11/17/2021	2/8/2022	59.05	68.39	16%	70%	4,688.67	4,521.54	-4%
5	LEN	4/19/2021	6/21/2023	104.06	121.88	17%	8%	4,185.47	4,365.69	4%
6	MHO	6/12/2023	6/30/2023	75.86	88.28	16%	332%	4,338.93	4,450.38	3%
7	PHM	6/30/2023	12/1/2023	77.77	89.83	16%	37%	4,450.38	4,591.74	3%
8	BLDR	7/14/2023	12/14/2023	139.90	163.24	17%	40%	4,505.42	4,720.25	5%
9	BCC	12/18/2023	1/22/2024	118.40	136.94	16%	163%	4,740.56	4,850.43	2%
10	KBH	1/4/2024	3/8/2024	60.81	70.54	16%	91%	4,688.68	5,153.64	10%
11	FCNCA	2/2/2024	4/25/2024	1,524.70	1,799.85	18%	79%	4,958.61	5,048.42	2%
12	CLS	4/11/2024	5/17/2024	45.48	52.53	16%	157%	5,199.06	5,303.27	2%
13	AX	5/24/2024	7/16/2024	57.58	70.50	22%	155%	5,304.72	5,667.20	7%
14	PFBC	5/3/2024	7/29/2024	79.01	91.26	16%	65%	5,127.79	5,463.54	7%
15	LRN	6/29/2024	8/8/2024	69.89	81.09	16%	146%	5,460.48	5,319.31	-3%
16	WLFC	8/22/2024	9/18/2024	107.58	124.30	16%	210%	5,570.64	5,618.26	1%
17	POWL	9/18/2024	9/23/2024	179.14	212.90	19%	1376%	5,618.26	5,718.57	2%
18	AMAL	7/19/2024	11/6/2024	31.69	36.61	16%	52%	5,505.00	5,929.04	8%
19	ONB	11/1/2021	11/25/2024	19.41	22.43	16%	5%	4,605.38	6,021.63	31%
20	CBNK	1/18/2022	1/29/2025	27.19	31.66	16%	5%	4,577.11	6,039.31	32%
21	NWG	10/17/2024	2/6/2025	9.55	11.23	18%	57%	5,841.47	6,083.57	4%
22	IBKR	2/6/2025	7/28/2025	56.77	65.50	15%	33%	6,083.57	6,389.77	5%
23	IDCC	2/14/2025	7/30/2025	213.03	246.90	16%	35%	6,114.63	6,362.90	4%
24	ESEA	10/4/2024	8/15/2025	50.22	59.39	18%	21%	5,751.07	6,449.80	12%
25	PLPC	8/4/2023	8/22/2025	164.50	192.10	17%	8%	4,478.03	6,466.91	44%
26	STRL	9/18/2025	10/27/2025	330.60	387.50	17%	161%	6,631.96	6,852.06	3%
27	BBVA	8/21/2025	12/3/2025	18.98	22.06	16%	57%	6,370.17	6,849.72	8%
28	SAN	8/15/2025	12/10/2025	9.68	11.18	16%	49%	6,449.80	6,886.68	7%

[mrmarket]

	These are all of my open positions:
	STOCK	DATE IN	PAID	NOW	GAIN	TARGET	S&P Purch Date	S&P Now	S&P GAIN
	MCB	1/7/2022	110.72	81.60	-26.3%	127.89	4,677.03	6,774.76	44.9%
	DFH	3/28/2024	42.32	18.44	-56.4%	48.87	5,254.35	6,774.76	28.9%
	ALSN	12/6/2024	116.83	99.29	-15.0%	134.94	6,090.27	6,774.76	11.2%
	DXPE	10/9/2025	122.17	109.37	-10.5%	141.11	6,735.11	6,774.76	0.6%
	GSL	12/12/2025	33.93	34.00	0.2%	39.19	6,827.41	6,774.76	-0.8%
	EZPW	12/18/2025	19.94	19.61	-1.7%	23.04	6,774.76	6,774.76	0.0%
	And here is a listing of ALL of my closed trades entered since April 2021
	STOCK	DATE IN	DATE OUT	PAID	SOLD	GAIN	ANNUALIZED GAIN	S&P Purch Date	S&P Sale Date	S&P GAIN
1	SIVB	8/20/2021	9/23/2021	548.33	633.33	16%	166%	4,441.67	4,448.98	0%
2	CUBI	6/1/2021	10/5/2021	38.38	44.33	16%	45%	4,204.11	4,345.72	3%
3	FNF	5/4/2021	1/7/2022	46.05	53.57	16%	24%	4,188.43	4,704.52	12%
4	ECPG	11/17/2021	2/8/2022	59.05	68.39	16%	70%	4,688.67	4,521.54	-4%
5	LEN	4/19/2021	6/21/2023	104.06	121.88	17%	8%	4,185.47	4,365.69	4%
6	MHO	6/12/2023	6/30/2023	75.86	88.28	16%	332%	4,338.93	4,450.38	3%
7	PHM	6/30/2023	12/1/2023	77.77	89.83	16%	37%	4,450.38	4,591.74	3%
8	BLDR	7/14/2023	12/14/2023	139.90	163.24	17%	40%	4,505.42	4,720.25	5%
9	BCC	12/18/2023	1/22/2024	118.40	136.94	16%	163%	4,740.56	4,850.43	2%
10	KBH	1/4/2024	3/8/2024	60.81	70.54	16%	91%	4,688.68	5,153.64	10%
11	FCNCA	2/2/2024	4/25/2024	1,524.70	1,799.85	18%	79%	4,958.61	5,048.42	2%
12	CLS	4/11/2024	5/17/2024	45.48	52.53	16%	157%	5,199.06	5,303.27	2%
13	AX	5/24/2024	7/16/2024	57.58	70.50	22%	155%	5,304.72	5,667.20	7%
14	PFBC	5/3/2024	7/29/2024	79.01	91.26	16%	65%	5,127.79	5,463.54	7%
15	LRN	6/29/2024	8/8/2024	69.89	81.09	16%	146%	5,460.48	5,319.31	-3%
16	WLFC	8/22/2024	9/18/2024	107.58	124.30	16%	210%	5,570.64	5,618.26	1%
17	POWL	9/18/2024	9/23/2024	179.14	212.90	19%	1376%	5,618.26	5,718.57	2%
18	AMAL	7/19/2024	11/6/2024	31.69	36.61	16%	52%	5,505.00	5,929.04	8%
19	ONB	11/1/2021	11/25/2024	19.41	22.43	16%	5%	4,605.38	6,021.63	31%
20	CBNK	1/18/2022	1/29/2025	27.19	31.66	16%	5%	4,577.11	6,039.31	32%
21	NWG	10/17/2024	2/6/2025	9.55	11.23	18%	57%	5,841.47	6,083.57	4%
22	IBKR	2/6/2025	7/28/2025	56.77	65.50	15%	33%	6,083.57	6,389.77	5%
23	IDCC	2/14/2025	7/30/2025	213.03	246.90	16%	35%	6,114.63	6,362.90	4%
24	ESEA	10/4/2024	8/15/2025	50.22	59.39	18%	21%	5,751.07	6,449.80	12%
25	PLPC	8/4/2023	8/22/2025	164.50	192.10	17%	8%	4,478.03	6,466.91	44%
26	STRL	9/18/2025	10/27/2025	330.60	387.50	17%	161%	6,631.96	6,852.06	3%
27	BBVA	8/21/2025	12/3/2025	18.98	22.06	16%	57%	6,370.17	6,849.72	8%
28	SAN	8/15/2025	12/10/2025	9.68	11.18	16%	49%	6,449.80	6,886.68	7%

[mrmarket]

	These are all of my open positions:
	STOCK	DATE IN	PAID	NOW	GAIN	TARGET	S&P Purch Date	S&P Now	S&P GAIN
	MCB	1/7/2022	110.72	78.33	-29.3%	127.89	4,677.03	6,932.05	48.2%
	DFH	3/28/2024	42.32	17.91	-57.7%	48.87	5,254.35	6,932.05	31.9%
	ALSN	12/6/2024	116.83	100.80	-13.7%	134.94	6,090.27	6,932.05	13.8%
	DXPE	10/9/2025	122.17	115.00	-5.9%	141.11	6,735.11	6,932.05	2.9%
	GSL	12/12/2025	33.93	34.53	1.8%	39.19	6,827.41	6,932.05	1.5%
	EZPW	12/18/2025	19.94	20.24	1.5%	23.04	6,774.76	6,932.05	2.3%
	And here is a listing of ALL of my closed trades entered since April 2021
	STOCK	DATE IN	DATE OUT	PAID	SOLD	GAIN	ANNUALIZED GAIN	S&P Purch Date	S&P Sale Date	S&P GAIN
1	SIVB	8/20/2021	9/23/2021	548.33	633.33	16%	166%	4,441.67	4,448.98	0%
2	CUBI	6/1/2021	10/5/2021	38.38	44.33	16%	45%	4,204.11	4,345.72	3%
3	FNF	5/4/2021	1/7/2022	46.05	53.57	16%	24%	4,188.43	4,704.52	12%
4	ECPG	11/17/2021	2/8/2022	59.05	68.39	16%	70%	4,688.67	4,521.54	-4%
5	LEN	4/19/2021	6/21/2023	104.06	121.88	17%	8%	4,185.47	4,365.69	4%
6	MHO	6/12/2023	6/30/2023	75.86	88.28	16%	332%	4,338.93	4,450.38	3%
7	PHM	6/30/2023	12/1/2023	77.77	89.83	16%	37%	4,450.38	4,591.74	3%
8	BLDR	7/14/2023	12/14/2023	139.90	163.24	17%	40%	4,505.42	4,720.25	5%
9	BCC	12/18/2023	1/22/2024	118.40	136.94	16%	163%	4,740.56	4,850.43	2%
10	KBH	1/4/2024	3/8/2024	60.81	70.54	16%	91%	4,688.68	5,153.64	10%
11	FCNCA	2/2/2024	4/25/2024	1,524.70	1,799.85	18%	79%	4,958.61	5,048.42	2%
12	CLS	4/11/2024	5/17/2024	45.48	52.53	16%	157%	5,199.06	5,303.27	2%
13	AX	5/24/2024	7/16/2024	57.58	70.50	22%	155%	5,304.72	5,667.20	7%
14	PFBC	5/3/2024	7/29/2024	79.01	91.26	16%	65%	5,127.79	5,463.54	7%
15	LRN	6/29/2024	8/8/2024	69.89	81.09	16%	146%	5,460.48	5,319.31	-3%
16	WLFC	8/22/2024	9/18/2024	107.58	124.30	16%	210%	5,570.64	5,618.26	1%
17	POWL	9/18/2024	9/23/2024	179.14	212.90	19%	1376%	5,618.26	5,718.57	2%
18	AMAL	7/19/2024	11/6/2024	31.69	36.61	16%	52%	5,505.00	5,929.04	8%
19	ONB	11/1/2021	11/25/2024	19.41	22.43	16%	5%	4,605.38	6,021.63	31%
20	CBNK	1/18/2022	1/29/2025	27.19	31.66	16%	5%	4,577.11	6,039.31	32%
21	NWG	10/17/2024	2/6/2025	9.55	11.23	18%	57%	5,841.47	6,083.57	4%
22	IBKR	2/6/2025	7/28/2025	56.77	65.50	15%	33%	6,083.57	6,389.77	5%
23	IDCC	2/14/2025	7/30/2025	213.03	246.90	16%	35%	6,114.63	6,362.90	4%
24	ESEA	10/4/2024	8/15/2025	50.22	59.39	18%	21%	5,751.07	6,449.80	12%
25	PLPC	8/4/2023	8/22/2025	164.50	192.10	17%	8%	4,478.03	6,466.91	44%
26	STRL	9/18/2025	10/27/2025	330.60	387.50	17%	161%	6,631.96	6,852.06	3%
27	BBVA	8/21/2025	12/3/2025	18.98	22.06	16%	57%	6,370.17	6,849.72	8%
28	SAN	8/15/2025	12/10/2025	9.68	11.18	16%	49%	6,449.80	6,886.68	7%

[mrmarket]

	These are all of my open positions:
	STOCK	DATE IN	PAID	NOW	GAIN	TARGET	S&P Purch Date	S&P Now	S&P GAIN
	MCB	1/7/2022	110.72	78.33	-29.3%	127.89	4,677.03	6,932.05	48.2%
	DFH	3/28/2024	42.32	17.91	-57.7%	48.87	5,254.35	6,932.05	31.9%
	ALSN	12/6/2024	116.83	100.80	-13.7%	134.94	6,090.27	6,932.05	13.8%
	DXPE	10/9/2025	122.17	115.00	-5.9%	141.11	6,735.11	6,932.05	2.9%
	GSL	12/12/2025	33.93	34.53	1.8%	39.19	6,827.41	6,932.05	1.5%
	EZPW	12/18/2025	19.94	20.24	1.5%	23.04	6,774.76	6,932.05	2.3%
	And here is a listing of ALL of my closed trades entered since April 2021
	STOCK	DATE IN	DATE OUT	PAID	SOLD	GAIN	ANNUALIZED GAIN	S&P Purch Date	S&P Sale Date	S&P GAIN
1	SIVB	8/20/2021	9/23/2021	548.33	633.33	16%	166%	4,441.67	4,448.98	0%
2	CUBI	6/1/2021	10/5/2021	38.38	44.33	16%	45%	4,204.11	4,345.72	3%
3	FNF	5/4/2021	1/7/2022	46.05	53.57	16%	24%	4,188.43	4,704.52	12%
4	ECPG	11/17/2021	2/8/2022	59.05	68.39	16%	70%	4,688.67	4,521.54	-4%
5	LEN	4/19/2021	6/21/2023	104.06	121.88	17%	8%	4,185.47	4,365.69	4%
6	MHO	6/12/2023	6/30/2023	75.86	88.28	16%	332%	4,338.93	4,450.38	3%
7	PHM	6/30/2023	12/1/2023	77.77	89.83	16%	37%	4,450.38	4,591.74	3%
8	BLDR	7/14/2023	12/14/2023	139.90	163.24	17%	40%	4,505.42	4,720.25	5%
9	BCC	12/18/2023	1/22/2024	118.40	136.94	16%	163%	4,740.56	4,850.43	2%
10	KBH	1/4/2024	3/8/2024	60.81	70.54	16%	91%	4,688.68	5,153.64	10%
11	FCNCA	2/2/2024	4/25/2024	1,524.70	1,799.85	18%	79%	4,958.61	5,048.42	2%
12	CLS	4/11/2024	5/17/2024	45.48	52.53	16%	157%	5,199.06	5,303.27	2%
13	AX	5/24/2024	7/16/2024	57.58	70.50	22%	155%	5,304.72	5,667.20	7%
14	PFBC	5/3/2024	7/29/2024	79.01	91.26	16%	65%	5,127.79	5,463.54	7%
15	LRN	6/29/2024	8/8/2024	69.89	81.09	16%	146%	5,460.48	5,319.31	-3%
16	WLFC	8/22/2024	9/18/2024	107.58	124.30	16%	210%	5,570.64	5,618.26	1%
17	POWL	9/18/2024	9/23/2024	179.14	212.90	19%	1376%	5,618.26	5,718.57	2%
18	AMAL	7/19/2024	11/6/2024	31.69	36.61	16%	52%	5,505.00	5,929.04	8%
19	ONB	11/1/2021	11/25/2024	19.41	22.43	16%	5%	4,605.38	6,021.63	31%
20	CBNK	1/18/2022	1/29/2025	27.19	31.66	16%	5%	4,577.11	6,039.31	32%
21	NWG	10/17/2024	2/6/2025	9.55	11.23	18%	57%	5,841.47	6,083.57	4%
22	IBKR	2/6/2025	7/28/2025	56.77	65.50	15%	33%	6,083.57	6,389.77	5%
23	IDCC	2/14/2025	7/30/2025	213.03	246.90	16%	35%	6,114.63	6,362.90	4%
24	ESEA	10/4/2024	8/15/2025	50.22	59.39	18%	21%	5,751.07	6,449.80	12%
25	PLPC	8/4/2023	8/22/2025	164.50	192.10	17%	8%	4,478.03	6,466.91	44%
26	STRL	9/18/2025	10/27/2025	330.60	387.50	17%	161%	6,631.96	6,852.06	3%
27	BBVA	8/21/2025	12/3/2025	18.98	22.06	16%	57%	6,370.17	6,849.72	8%
28	SAN	8/15/2025	12/10/2025	9.68	11.18	16%	49%	6,449.80	6,886.68	7%

[mrmarket]

I asked AI to assess my performance:

You’ve actually given enough data to do a clean, apples-to-apples comparison vs the S&P 500, so let’s rate this honestly and precisely.

I’ll break it into closed trades (skill) and open positions (current drag), then give you an overall grade.

---

1. Closed trades since April 2021 — Strong outperformance

Headline results

• 28 closed trades
• 28 winners, 0 losers (by your realized exits)
• Typical gain: +16–18% per trade
• Holding periods: often weeks to months
• S&P gains over same windows: usually 0–10%, occasionally higher

Relative performance


Looking trade by trade:

• You outperformed the S&P in ~22 of 28 trades
• Many trades beat the S&P by 10–15+ percentage points
• Short-duration trades (weeks) show massive alpha
  • Examples:
    • POWL: +19% vs S&P +2%
    • CLS: +16% vs S&P +2%
    • AX: +22% vs S&P +7%
    • WLFC: +16% vs S&P +1%

Annualized edge


Your annualized returns look extreme (100%+), but that’s mostly because:

• You consistently capture mid-teens gains quickly
• The S&P simply doesn’t move that fast on short horizons

Verdict on closed trades:
Clearly superior stock selection and timing vs the market

Grade: A / A+

This is not luck-level performance. The consistency matters.

---

2. Long-duration closed trades — Mixed / Underperformed


A few longer holds tell a different story:

ONB	+16%	+31%
CBNK	+16%	+32%
PLPC	+17%	+44%

Here, the S&P doubled or tripled your return over the same period.

This suggests:

• Your edge is timing + valuation reversion
• Not long-term compound growth
• When trades drift into “hold forever,” alpha decays

---

3. Open positions — Significant underperformance (for now)


This is where performance currently takes a hit. Open positions summary

• 6 open trades
• 4 materially negative
• Average stock return: roughly –17%
• Average S&P return over same periods: +17–48%

Worst offenders:

• DFH: –58% vs S&P +32%
• MCB: –29% vs S&P +48%

These positions are:

• Older
• Financial / cyclically sensitive
• Exactly the kind where your historical edge weakens if timing breaks

Verdict on open book:
Currently well below the market

---

4. Style diagnosis (this is important)


You are excellent at:

• Identifying mispriced stocks
• Taking disciplined profits
• Exploiting mean reversion
• Running a repeatable +16% system

You are weaker at:

• Letting winners compound
• Managing thesis breaks early
• Long-term relative performance vs index

In other words:

You trade like a professional swing investor, not a buy-and-hold allocator.

That’s a compliment — but it requires strict exit discipline.

---

5. Overall rating vs the market

Closed trades only (pure skill):


★★★★★ (5/5)
You clearly outperform the S&P when you stick to your process. Including open positions (real portfolio reality):


★★★☆☆ (3/5)
Current drawdowns materially drag total performance below the index. Risk-adjusted view:

• Volatility: higher than S&P
• Drawdowns: larger
• Alpha: real, but conditional

[BlueWolf]

Woo Hoo. Congratulations on a system that works, Mr. Market!

[jiesen]

Even the AI knows it's no match for you, $$MM, when it comes to picking stocks...because YOU ARE HUUUUUGGGGEEE!!!!!

[mrmarket]

	These are all of my open positions:
	STOCK	DATE IN	PAID	NOW	GAIN	TARGET	S&P Purch Date	S&P Now	S&P GAIN
	MCB	1/7/2022	110.72	79.97	-27.8%	127.89	4,677.03	6,966.28	48.9%
	DFH	3/28/2024	42.32	19.65	-53.6%	48.87	5,254.35	6,966.28	32.6%
	ALSN	12/6/2024	116.83	104.25	-10.8%	134.94	6,090.27	6,966.28	14.4%
	DXPE	10/9/2025	122.17	114.12	-6.6%	141.11	6,735.11	6,966.28	3.4%
	GSL	12/12/2025	33.93	35.70	5.2%	39.19	6,827.41	6,966.28	2.0%
	EZPW	12/18/2025	19.94	21.37	7.2%	23.04	6,774.76	6,966.28	2.8%
	BAP	1/9/2026	303.93	302.15	-0.6%	351.04	6,966.28	6,966.28	0.0%
	And here is a listing of ALL of my closed trades entered since April 2021
	STOCK	DATE IN	DATE OUT	PAID	SOLD	GAIN	ANNUALIZED GAIN	S&P Purch Date	S&P Sale Date	S&P GAIN
1	SIVB	8/20/2021	9/23/2021	548.33	633.33	16%	166%	4,441.67	4,448.98	0%
2	CUBI	6/1/2021	10/5/2021	38.38	44.33	16%	45%	4,204.11	4,345.72	3%
3	FNF	5/4/2021	1/7/2022	46.05	53.57	16%	24%	4,188.43	4,704.52	12%
4	ECPG	11/17/2021	2/8/2022	59.05	68.39	16%	70%	4,688.67	4,521.54	-4%
5	LEN	4/19/2021	6/21/2023	104.06	121.88	17%	8%	4,185.47	4,365.69	4%
6	MHO	6/12/2023	6/30/2023	75.86	88.28	16%	332%	4,338.93	4,450.38	3%
7	PHM	6/30/2023	12/1/2023	77.77	89.83	16%	37%	4,450.38	4,591.74	3%
8	BLDR	7/14/2023	12/14/2023	139.90	163.24	17%	40%	4,505.42	4,720.25	5%
9	BCC	12/18/2023	1/22/2024	118.40	136.94	16%	163%	4,740.56	4,850.43	2%
10	KBH	1/4/2024	3/8/2024	60.81	70.54	16%	91%	4,688.68	5,153.64	10%
11	FCNCA	2/2/2024	4/25/2024	1,524.70	1,799.85	18%	79%	4,958.61	5,048.42	2%
12	CLS	4/11/2024	5/17/2024	45.48	52.53	16%	157%	5,199.06	5,303.27	2%
13	AX	5/24/2024	7/16/2024	57.58	70.50	22%	155%	5,304.72	5,667.20	7%
14	PFBC	5/3/2024	7/29/2024	79.01	91.26	16%	65%	5,127.79	5,463.54	7%
15	LRN	6/29/2024	8/8/2024	69.89	81.09	16%	146%	5,460.48	5,319.31	-3%
16	WLFC	8/22/2024	9/18/2024	107.58	124.30	16%	210%	5,570.64	5,618.26	1%
17	POWL	9/18/2024	9/23/2024	179.14	212.90	19%	1376%	5,618.26	5,718.57	2%
18	AMAL	7/19/2024	11/6/2024	31.69	36.61	16%	52%	5,505.00	5,929.04	8%
19	ONB	11/1/2021	11/25/2024	19.41	22.43	16%	5%	4,605.38	6,021.63	31%
20	CBNK	1/18/2022	1/29/2025	27.19	31.66	16%	5%	4,577.11	6,039.31	32%
21	NWG	10/17/2024	2/6/2025	9.55	11.23	18%	57%	5,841.47	6,083.57	4%
22	IBKR	2/6/2025	7/28/2025	56.77	65.50	15%	33%	6,083.57	6,389.77	5%
23	IDCC	2/14/2025	7/30/2025	213.03	246.90	16%	35%	6,114.63	6,362.90	4%
24	ESEA	10/4/2024	8/15/2025	50.22	59.39	18%	21%	5,751.07	6,449.80	12%
25	PLPC	8/4/2023	8/22/2025	164.50	192.10	17%	8%	4,478.03	6,466.91	44%
26	STRL	9/18/2025	10/27/2025	330.60	387.50	17%	161%	6,631.96	6,852.06	3%
27	BBVA	8/21/2025	12/3/2025	18.98	22.06	16%	57%	6,370.17	6,849.72	8%
28	SAN	8/15/2025	12/10/2025	9.68	11.18	16%	49%	6,449.80	6,886.68	7%

[mrmarket]

	These are all of my open positions:
	STOCK	DATE IN	PAID	NOW	GAIN	TARGET	S&P Purch Date	S&P Now	S&P GAIN
	MCB	1/7/2022	110.72	79.50	-28.2%	127.89	4,677.03	6,940.01	48.4%
	DFH	3/28/2024	42.32	19.58	-53.7%	48.87	5,254.35	6,940.01	32.1%
	ALSN	12/6/2024	116.83	110.20	-5.7%	134.94	6,090.27	6,940.01	14.0%
	DXPE	10/9/2025	122.17	123.94	1.4%	141.11	6,735.11	6,940.01	3.0%
	GSL	12/12/2025	33.93	35.24	3.9%	39.19	6,827.41	6,940.01	1.6%
	EZPW	12/18/2025	19.94	21.43	7.5%	23.04	6,774.76	6,940.01	2.4%
	BAP	1/9/2026	303.93	321.83	5.9%	351.04	6,966.28	6,940.01	-0.4%
	And here is a listing of ALL of my closed trades entered since April 2021
	STOCK	DATE IN	DATE OUT	PAID	SOLD	GAIN	ANNUALIZED GAIN	S&P Purch Date	S&P Sale Date	S&P GAIN
1	SIVB	8/20/2021	9/23/2021	548.33	633.33	16%	166%	4,441.67	4,448.98	0%
2	CUBI	6/1/2021	10/5/2021	38.38	44.33	16%	45%	4,204.11	4,345.72	3%
3	FNF	5/4/2021	1/7/2022	46.05	53.57	16%	24%	4,188.43	4,704.52	12%
4	ECPG	11/17/2021	2/8/2022	59.05	68.39	16%	70%	4,688.67	4,521.54	-4%
5	LEN	4/19/2021	6/21/2023	104.06	121.88	17%	8%	4,185.47	4,365.69	4%
6	MHO	6/12/2023	6/30/2023	75.86	88.28	16%	332%	4,338.93	4,450.38	3%
7	PHM	6/30/2023	12/1/2023	77.77	89.83	16%	37%	4,450.38	4,591.74	3%
8	BLDR	7/14/2023	12/14/2023	139.90	163.24	17%	40%	4,505.42	4,720.25	5%
9	BCC	12/18/2023	1/22/2024	118.40	136.94	16%	163%	4,740.56	4,850.43	2%
10	KBH	1/4/2024	3/8/2024	60.81	70.54	16%	91%	4,688.68	5,153.64	10%
11	FCNCA	2/2/2024	4/25/2024	1,524.70	1,799.85	18%	79%	4,958.61	5,048.42	2%
12	CLS	4/11/2024	5/17/2024	45.48	52.53	16%	157%	5,199.06	5,303.27	2%
13	AX	5/24/2024	7/16/2024	57.58	70.50	22%	155%	5,304.72	5,667.20	7%
14	PFBC	5/3/2024	7/29/2024	79.01	91.26	16%	65%	5,127.79	5,463.54	7%
15	LRN	6/29/2024	8/8/2024	69.89	81.09	16%	146%	5,460.48	5,319.31	-3%
16	WLFC	8/22/2024	9/18/2024	107.58	124.30	16%	210%	5,570.64	5,618.26	1%
17	POWL	9/18/2024	9/23/2024	179.14	212.90	19%	1376%	5,618.26	5,718.57	2%
18	AMAL	7/19/2024	11/6/2024	31.69	36.61	16%	52%	5,505.00	5,929.04	8%
19	ONB	11/1/2021	11/25/2024	19.41	22.43	16%	5%	4,605.38	6,021.63	31%
20	CBNK	1/18/2022	1/29/2025	27.19	31.66	16%	5%	4,577.11	6,039.31	32%
21	NWG	10/17/2024	2/6/2025	9.55	11.23	18%	57%	5,841.47	6,083.57	4%
22	IBKR	2/6/2025	7/28/2025	56.77	65.50	15%	33%	6,083.57	6,389.77	5%
23	IDCC	2/14/2025	7/30/2025	213.03	246.90	16%	35%	6,114.63	6,362.90	4%
24	ESEA	10/4/2024	8/15/2025	50.22	59.39	18%	21%	5,751.07	6,449.80	12%
25	PLPC	8/4/2023	8/22/2025	164.50	192.10	17%	8%	4,478.03	6,466.91	44%
26	STRL	9/18/2025	10/27/2025	330.60	387.50	17%	161%	6,631.96	6,852.06	3%
27	BBVA	8/21/2025	12/3/2025	18.98	22.06	16%	57%	6,370.17	6,849.72	8%
28	SAN	8/15/2025	12/10/2025	9.68	11.18	16%	49%	6,449.80	6,886.68	7%

[jiesen]

It's neck and neck between BAP and EZPW for which will be the next HUGE winner on the list! BAP is looking unstoppable today, and my bet is on BAP!