Realized results
Closed ownership episodes
Each row is one period of ownership that has ended, from first purchase to the sale that closed it. A company bought again later is listed for its earlier, closed period while its current position is held, so a name can appear here and still be in the portfolio.
Return is realized on the shares sold: proceeds plus dividends, less purchase cost and fees, over that cost. It is a different measure from the portfolio's time-weighted return, and periods are not weighted by size.
Coverage: exits through September 25, 2026, the end of the transaction history used for these calculations.
| Company | Held | Duration | Episode return | Decisions |
|---|---|---|---|---|
| iShares SGOV SGOV | Exited · exact date not recorded | Pending | Not yet calculated | View iShares 0-3 Month Treasury Bond ETF decisions |
| AST SpaceMobile ASTS | to | 167 sessions241 days | −38.47% | View AST SpaceMobile decisions |
| Rocket Lab RKLB | to | 168 sessions244 days | −9.32% | View Rocket Lab decisions |
| Oscar OSCRThird ownership period of 3 | to | 31 sessions46 days | +13.08% | View Oscar decisions |
| AppLovin APP | to | 3 sessions5 days | +0.55% | View AppLovin decisions |
| Cerebras CBRS | to | 7 sessions9 days | −20.38% | View Cerebras decisions |
| Vanguard VOO VOO | to | 281 sessions410 days | +10.38%† (transferred in; measured from the tracking start) | View Vanguard VOO decisions |
| Fidelity FBTC FBTC | to | 261 sessions381 days | −27.84% | View Fidelity FBTC decisions |
| UnitedHealth UNHHeld again now | to | 274 sessions398 days | +38.26% | View UnitedHealth decisions |
| CrowdStrike CRWD | to | 57 sessions84 days | +23.24% | View CrowdStrike decisions |
| GE Vernova GEV | to | 33 sessions49 days | +1.47% | View GE Vernova decisions |
| AMD AMD | to | 262 sessions380 days | +134.78% | View AMD decisions |
| Penguin PENG | to | 41 sessions60 days | +26.08% | View Penguin decisions |
| AEVEX AVEX | to | 29 sessions42 days | +5.39% | View AEVEX decisions |
| Nubank NU | to | 197 sessions287 days | −2.38% | View Nubank decisions |
| Volato SOAR | to | 9 sessions13 days | −38.50% | View Volato decisions |
| IREN IREN | to | 172 sessions251 days | +64.65% | View IREN decisions |
| Satellogic SATL | to | 26 sessions37 days | +10.40% | View Satellogic decisions |
| Schwab SCHD SCHD | to | 20 sessions29 days | +4.25% | View Schwab SCHD decisions |
| ASML ASMLSecond ownership period of 2 | to | 105 sessions154 days | +83.75% | View ASML decisions |
| Duolingo DUOL | to | 109 sessions158 days | −46.15% | View Duolingo decisions |
| Hims & Hers HIMS | to | 133 sessions192 days | −43.53% | View Hims & Hers decisions |
| Invesco QQQ QQQ | to | 140 sessions204 days | +10.02%† (transferred in; measured from the tracking start) | View Invesco QQQ decisions |
| Vanguard VGT VGT | to | 140 sessions204 days | +8.74%† (transferred in; measured from the tracking start) | View Vanguard VGT decisions |
| Robinhood HOOD | to | 132 sessions191 days | +8.48% | View Robinhood decisions |
| Lemonade LMND | to | 104 sessions153 days | +63.73% | View Lemonade decisions |
| NVIDIA NVDA | to | 101 sessions148 days | +4.51% | View NVIDIA decisions |
| Oscar OSCRSecond ownership period of 3 | to | 104 sessions153 days | −2.80% | View Oscar decisions |
| D-Wave QBTS | to | 131 sessions190 days | +60.63% | View D-Wave decisions |
| SoFi SOFI | to | 121 sessions176 days | +25.95% | View SoFi decisions |
| Spotify SPOT | to | 62 sessions87 days | −11.15% | View Spotify decisions |
| CAVA CAVA | to | 15 sessions21 days | −19.48% | View CAVA decisions |
| ASML ASMLFirst ownership period of 2 | to | 1 session1 day | −0.91% | View ASML decisions |
| Oscar OSCRFirst ownership period of 3 | to | 14 sessions21 days | −13.08% | View Oscar decisions |
† Transferred in from another account. Return is measured from the tracking start on Jul 3, 2025, because the original purchase predates this account.
“Held again now” means the company was bought again after this episode closed and is a current holding. Sessions count the trading days the position was held at the close; days are calendar days from first purchase to final sale. “Not available” means no defensible figure exists.
Average return per trading session
(1 + episode return)^(1 / sessions held) − 1. Volatile for short periods, so it is not shown by default.
| Episode | Per session |
|---|---|
| AST SpaceMobile ASTS | −0.290% |
| Rocket Lab RKLB | −0.058% |
| Oscar OSCR, period 3 | +0.397% |
| AppLovin APP | +0.184% |
| Cerebras CBRS | −3.204% |
| Vanguard VOO VOO | +0.035% |
| Fidelity FBTC FBTC | −0.125% |
| UnitedHealth UNH | +0.118% |
| CrowdStrike CRWD | +0.367% |
| GE Vernova GEV | +0.044% |
| AMD AMD | +0.326% |
| Penguin PENG | +0.567% |
| AEVEX AVEX | +0.181% |
| Nubank NU | −0.012% |
| Volato SOAR | −5.258% |
| IREN IREN | +0.290% |
| Satellogic SATL | +0.381% |
| Schwab SCHD SCHD | +0.208% |
| ASML ASML, period 2 | +0.581% |
| Duolingo DUOL | −0.566% |
| Hims & Hers HIMS | −0.429% |
| Invesco QQQ QQQ | +0.068% |
| Vanguard VGT VGT | +0.060% |
| Robinhood HOOD | +0.062% |
| Lemonade LMND | +0.475% |
| NVIDIA NVDA | +0.044% |
| Oscar OSCR, period 2 | −0.027% |
| D-Wave QBTS | +0.362% |
| SoFi SOFI | +0.191% |
| Spotify SPOT | −0.190% |
| CAVA CAVA | −1.434% |
| ASML ASML, period 1 | −0.914% |
| Oscar OSCR, period 1 | −0.996% |