Most recent position change(s): 7/14/25: Bought 6,944 shares of Tetra Tech Inc (TTEK) @37.24 7/11/25: Bought 638 shares of Chemed Corporation (CHE) @459.91 7/10/25: Sold Lincoln Electric Holdings Inc (LECO) @223.477/9/25: Sold Hubbell Inc (HUBB) @417.71 Allocation as of most recent portfolio change (7/14/25)
Basic Summary Relative performance (marked to market) vs. S&P 500 since initiation This Portfolio Model +1030% S&P 500 +1105% Portfolio model initiated 5/5/95, archived and marked to market daily. Initial S&P 500 level 520.12, Initial portfolio value $520,120.00. Current portfolio value $5,878,737.67 Current $5,223,290.11 (89%) stock. $655,447.56 (11%) cash equivalents. Summary of Closed Positions Total Positions 886 Average Position Profit 810 (91%) Percentage +7.77 Loss 76 (9%) Days Held 269 Even 0 ( 0%) Annualized +10.53 These results are reflective as to capital capture and market price of current holdings, itemized on the Positions and Cash Ledger pages. They do not include regular cash dividends, interest earned on cash balances, or transaction costs. Certain special corporate actions will be included. | MODEL PORTFOLIO PERFORMANCE Basic Timing Model Portfolio +1030% S&P 500 +1105% Since Inception 5/5/1995 Updated 7/14/2025 Current Allocation 89% Stock 11% Cash Downloadable ContentClosed Positions (csv, since 1/6/2014) Cash Ledger (csv, since 12/21/2017) Complete Historycoming soon |