Discretionary Performance
The Discretionary Portfolio differs from our other portfolios, in that it is not a fully invested portfolio, meaning showing performance as an overall portfolio is less relevant.
Opportunities are based on the market environment at the time, meaning there are times when we are holding many positions at the same time, and others when we are holding very few. As such, it can be misleading to show percent returns based on an entire portfolio, as the levels of cash differ throughout time.
Trade Stats
As a new portfolio, there are no trade statistics to currently report but this will be updated as positions are entered and closed out.
| 2023 | 2024 | 2025 | |
| Total Number of Trades | 5 | 21 | 5 |
| Profitable Trade Ratio | 100% | 60% | 80% |
| Average Days in a Trade | 25 | 50 | 201 |
| Average Return per Trade | 7.80% | 6.10% | 19.63% |
| 2023 | 2024 | 2025 | |
| Worst Trade | 4.91% | -29.28% | -1.88% |
| Best Trade | 9.31% | 74.05% | 50.55% |
Important Notice:
Performance data shown represents past performance. Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.
To learn more about how we calculate performance click here.
