Midterm Anchors · since 3 March
Your results, and your gap
The gap is what the rule earned minus what you kept. It is the only number here you control directly.
+11.9%
What you earned
+14.2%
What the rule earned
2.3 pp
Your gap, down from 6.1 in May
96%
Orders that matched the rules
Where the gap came from
Last 6 months| When | What happened | Rule it broke | Cost |
|---|---|---|---|
| 4 Sep | Bought COST four days before its report | Earnings freeze | −€310 |
| 17 Jul | Sold MRVL into strength, no rule triggered | Let winners run | −€2,140 |
| 2 Jun | Second round trip in MSFT this quarter | Anti-churn | −€1,780 |
| 14 May | Bought ORCL, outside the rule's list | Universe | −€640 |
Four deviations in six months, each one caught at the time. Your last was 8 days ago.
What the checks stopped
Orders the rules blocked, and what they would have cost if sent.
11
Orders blocked, 6 months
+€4,020
Estimated, had they been sent
Estimated on prices since each check. Sample data.
Your holdings against the rule
| Name | Weight | Cap | State |
|---|---|---|---|
| MSFT | 13.6% | 15% | INSIDE |
| AAPL | 9.1% | 12% | INSIDE |
| GOOGL | 8.2% | 12% | ALERT STALE |
| AMZN | 4.8% | 12% | EXIT CANDIDATE |