Live Portfolio
Track our real-time performance
Alpha 5
A 5-pair stable, market beating live portfolio
Vanguard 3
A 3-pair portfolio achieving similar or higher returns
Maverick 1
A live portfolio consisting of a single highest conviction pair
Key Performance Highlights
Total Return
(S&P 500: 27.65%)
Since 2024-07-01
Annual Return
(S&P 500: 18.63%)
Max Drawdown
(S&P 500: -18.76%)
Sharpe Ratio
(S&P 500 (10-year): 0.81)
Risk-free rate: 4.20%
Cumulative Return vs S&P 500
Signal Quality Metrics
- Return Per Trade: Realized PnL / market value of of the long leg at trade inception.
- Profit Factor: Total profits / absolute value of total losses since portfolio inception across all trades.
Our Live Performance Methodology
Our institutional-grade quantitative strategies are validated through rigorous live performance testing.
- 1.
Institutional-Grade Signals:
We provide sophisticated entry and exit signals with institutional-level precision and timing.
- 2.
Institutional Execution Standards:
Trades are executed using institutional-grade execution standards with whole shares on the short side while permitting fractional long shares, with professional margin requirements applied: 50% initial margin, 30% maintenance margin for both longs and shorts. With an assumed institutional margin rate of 13% charged by prime brokers, the CAGR shown above will be approximately 9% lower.
- 3.
Institutional Transparency:
We maintain comprehensive institutional-grade trade logs and current portfolio positions, accessible to qualified institutional clients. Every entry and exit is timestamped and fully auditable for regulatory compliance.
Disclaimer: Our signals are provided for educational purposes only and do not constitute trading or investment advice. Trading involves significant risk, including the potential loss of capital. Past performance is not a guarantee of future results. Always conduct your own research or consult a licensed financial advisor before making trading decisions.
Live Positions and Trade History
Live Positions
See Our Live Positions
Real-time positions are available exclusively to qualified institutional clients and accredited investors.
Trade History(154 total)
| Date | Event | Pair | Type | Quantity | Entry Price | Price | Total Value | PnL | PnL % | Days Held |
|---|---|---|---|---|---|---|---|---|---|---|
Exit Position | UHS ZTS | BUY SELL | 86.0000 105.2742 | |||||||
Opening Position | ODFL IEX | BUY SELL | 113.2525 99.0000 | |||||||
Exit Position | USB KKR | BUY SELL | 341.0000 117.1412 | |||||||
Opening Position | UHS ZTS | SELL BUY | 86.0000 105.2742 | |||||||
Exit Position | NVDA ORCL | BUY SELL | 89.0000 66.1287 |
Private Access Required
You are currently viewing a limited public preview. Trades from recent weeks are not visible, and only 5 pages are allowed.
Full trade history is available exclusively to qualified institutional clients and accredited investors.