AryaFin Gems Closed Positions - Profit & Loss Analysis
Below table shows our past stock buys & sells. We compare it with the S & P 500. If we
would have held the market index for the same time, instead of underlying stock, what
would be the returns? We are keeping a track of performance of our hidden gem picks vs. S&P 500 returns.
Currently the market is doing extremely well. So beating market index, such as S&P500, with individual stocks picks
is extremely difficult. In addition, we are cautious with our picks because our engine is indicating that the
market is considerably overbought. We are keeping a cautious approach and our signals are working on tight
boundaries and parameters keeping risk to minimum.
| Ticker | Company | Date Recommended | Date Sold | Buy Price | Sell Price | Profit/Loss | AryaFin Return % | S&P500 Return % | Comments |
|---|---|---|---|---|---|---|---|---|---|
| MMM | 3M Company | 05/01/24 | 08/23/24 | $86.15 | $130.55 | $44.4/share | 51.16% | 12.34% | Stock reached intended target price in 4 months. |
| LRN | Stride Inc | 08/05/24 | 08/23/24 | $73.0 | $81.52 | $8.52/share | 11.0% | 8.0% | Moved too fast in 19 days. Overbought. |
| STRL | Sterling Infrastructure | 08/05/24 | 08/26/24 | $104.0 | $118.57 | $14.57/share | 14.0% | 7.5% | Moved too fast in 20 days. Overbought. |
| NBIX | Neurocrine Biosciences | 08/05/24 | 08/27/24 | $130.0 | $152.27 | $22.27/share | 17.1% | 7.3% | Moved too fast in 21 days. Overbought. |
| ACMR | ACM Research | 08/05/24 | 08/28/24 | $15.0 | $18.05 | $3.05/share | 20.0% | 8.2% | Up 20% in 22 days, taking profit. |
| RCL | Royal Caribbean Cruises | 05/01/24 | 09/04/24 | $140.4 | $160.4 | $20.0/share | 16.0% | 10.1% | Taking profit of 16% in 4 months. |
| MO | Altria Group Inc. | 06/10/24 | 09/17/24 | $44.32 | $51.2 | $6.88/share | 15.5% | 9.0% | Taking profit of 15% in 3 months. |
| SKYW | Skywest Inc. | 09/06/24 | 10/18/24 | $75.25 | $96.0 | $20.75/share | 27.5% | 7.0% | Taking profit of 27% in 1.5 months. |
| KEX | Kirby Corporation | 09/06/24 | 12/03/24 | $114.5 | $126.0 | $11.5/share | 10.04% | 8.0% | Taking profit of 10% in 3 months. |
| LLY | Eli Lilly and Company | 01/17/25 | 06/21/25 | $726.0 | $765.0 | $39.0/share | 5.37% | 0.0% | Taking small profit |
| ACMR | ACM Research | 02/24/25 | 06/21/25 | $25.5 | $24.5 | $1.0/share | 4.34% | 0.0% | Taking small profit |
| AXP | American Express | 12/18/24 | 06/21/25 | $660.0 | $756.0 | $96.0/share | 4.0% | 0.0% | Taking small profit |