Long Exxon — capital discipline
Return31.76%
IRR66.26%
Alpha (ann.)62.28%
Beta-0.49
Sharpe2.07
Max DD-15.69%
E
@ellen
Value investor. Looks for cheap real assets.
3Picks
2Open
1Closed
2.89%Avg return
66.67%Win rate
Portfolio
Net portfolio value
$9,994,291.00
-0.06%
from $10,000,000.00 initial
Cash $9,851,139.00 · Equities $143,152.00
Portfolio value (USD)
Current holdings
| Ticker | Market | Shares | Avg cost | Last | Market value | Unrealized P/L |
|---|---|---|---|---|---|---|
| PYPL | US | 600 | $73.55 | $44.81 | $26,883.00 | $-17,247.00 |
| PG | US | 500 | $149.42 | $142.28 | $71,140.00 | $-3,570.00 |
| XOM | US | 300 | $118.18 | $150.43 | $45,129.00 | $9,675.00 |
Order history (last 4)
| Filled | Side | Ticker | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-03-30 | Sell | XOM (US) | Market | 100 | $172.51 | $17,251.00 |
| 2025-11-17 | Buy | XOM (US) | Market | 400 | $118.18 | $47,272.92 |
| 2025-10-27 | Buy | PG (US) | Market | 500 | $149.42 | $74,708.05 |
| 2025-06-30 | Buy | PYPL (US) | Market | 600 | $73.55 | $44,128.08 |
Picks
Long CATL — EV battery duopoly
Return15.01%
IRR37.59%
Alpha (ann.)17.00%
Beta0.95
Sharpe1.19
Max DD-13.66%
PayPal — buying the unloved (closed)
Return-38.10%
IRR-46.61%
Alpha (ann.)-67.04%
Beta1.41
Sharpe-1.32
Max DD-49.92%