Track Record
Paper Portfolio
Equal-weighted paper portfolio with no transaction costs. For illustrative and self-documentation purposes only. Not investment advice.
Published Recommendations
Jul 2025 onwards · Equal Weighted (Long/Short) · Paper only
| Ticker | Company | Initial Rating | Price @ Init | Initial TP | Latest TP | Exit / Current Price (30 Jun 2026) |
Return | Position |
|---|---|---|---|---|---|---|---|---|
| XYZ | Block Inc. | BUY | $50.00 | $68.00 | $78 | $76 | +52% | Open |
| 1024 HK | Kuaishou | BUY | HK$78 | HK$112 | HK$50 | HK$41.6 | -47% | Open |
| BLND | Blend Labs | SELL | $3.00 | $1.40 | $1.40 | $1.40 | +53% | Closed |
| UPST | Upstart | SELL | $68.80 | $9.20 | $9.20 | $35.43 | +49% | Open |
| CURI | CuriosityStream | SELL | $4.20 | $2.50 | $2.50 | $2.50 | +40% | Closed |
| Monitoring | ||||||||
| LC | LendingClub | NEUTRAL | $15.60 | $12.40 | $12.40 | $20.7 | - | - |
| OS | OneStream | NEUTRAL | $18.00 | $17.00 | $17.00 | $24.00 Acquired |
- | - |
| BL | BlackLine | NEUTRAL | $55.00 | $44.00 | $44.00 | $28.07 | - | - |
| GAIA | Gaia Inc. | NEUTRAL | $6.25 | $4.60 | $4.60 | $2.1 | - | - |
| BMBL | Bumble | NEUTRAL | $6.50 | $5.00 | $3.00 | $3.2 | - | - |