Members Area Forums The Portfolio and Crypto Stocks Entry Prices & Dates Available?

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    Are the entry prices and dates for the portfolio positions available anywhere? Thx!


    It’s difficult to do this in a way that’s meaningful across the membership base. We have our original recos when we entered the majority of the positions, and keep the entry date for when we first reco a position.

    However because of our three-tranche method and people coming in at different times, it’s hard to render a return on where we are as a portfolio (suffice it say, we’re down a lot unless you entered with your first tranche this past December).

    Look to the mid-month updates for some tables with the P&Ls from the entry dates.

    If you see the “Portfolio” pulldown, that’s where this is being built out here on the website. Was working with the data provider on some issues that were holding things up but those have been resolved.

    – mark


    Thanks, Mark.

    Kevin Rowan

    What is the size of the total investment in the portfolio? Did you invest average portfolio value or use some other metric for position size?

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