Test followup
Return-1.08%
IRR-12.82%
Alpha (ann.)-8.04%
Beta0.41
Sharpe-0.48
Max DD-7.82%
@demo
Testing big upload.
3Picks
3Open
0Closed
8.05%Avg return
66.67%Win rate
Portfolio
Net portfolio value
$10,033,254.15
0.33%
from $10,000,000.00 initial
Cash $9,794,959.90 · Equities $238,294.25
Portfolio value (USD)
Current holdings
| Ticker | Market | Shares | Avg cost | Last | Market value | Unrealized P/L |
|---|---|---|---|---|---|---|
| AAPL | US | 405 | $211.15 | $295.63 | $119,730.15 | $34,215.05 |
| MSFT | US | 200 | $529.58 | $404.11 | $80,821.00 | $-25,095.00 |
| NVDA | US | 100 | $177.93 | $226.48 | $22,648.00 | $4,855.00 |
| 0700 | HK | 30 | $468.74 | $460.80 | $13,824.00 | $-238.20 |
| 600519 | CN | 1 | $1,338.00 | $1,271.10 | $1,271.10 | $-66.90 |
Order history (last 9)
| Filled | Side | Ticker | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-14 | Buy | 0700 (HK) | Market | 10 | $468.74 | $4,687.39 |
| 2026-05-14 | Buy | AAPL (US) | Market | 5 | $299.82 | $1,499.10 |
| 2026-05-14 | Buy | 600519 (CN) | Market | 1 | $1,338.00 | $1,338.00 |
| 2026-05-14 | Buy | 0700 (HK) | Market | 20 | $468.74 | $9,374.78 |
| 2026-05-13 | Buy | AAPL (US) | Market | 5000 | $300.00 | $1,500,000.00 |
| 2026-03-16 | Sell | AAPL (US) | Market | 100 | $251.88 | $25,187.79 |
| 2025-12-15 | Buy | NVDA (US) | Limit | 100 | $177.93 | $17,793.04 |
| 2025-10-27 | Buy | MSFT (US) | Market | 200 | $529.58 | $105,915.58 |
| 2025-07-18 | Buy | AAPL (US) | Market | 500 | $210.04 | $105,018.35 |
Picks
Long KO / Short PEP — relative value
Return6.34%
IRR28.31%
Alpha (ann.)24.46%
Beta0.03
Sharpe2.87
Max DD-2.51%
Long Apple — quality + buybacks
Return18.90%
IRR42.06%
Alpha (ann.)5.12%
Beta1.70
Sharpe1.19
Max DD-15.54%