Discretionary Portfolio: Performance Update

Last update - 7 November 2023 By Ignacio Larralde

Discretionary Stock Picks Performance

The Discretionary Stock Picks service operates differently from our model portfolios. It follows a pick-and-choose approach, where positions are only taken when conditions are favourable, so the number of active trades naturally varies over time.

Because it is not run as a fully invested portfolio, overall portfolio-style performance is not relevant. Instead, performance is shown on a per-stock basis, and the results for each individual recommendation can be viewed on the Closed Trades tab.

Trade Stats

2023 2024 2025
Total Number of Trades 5 21 20
Profitable Trade Ratio 100% 60% 75%
Average Days in a Trade 25 50 193
Average Return per Trade 7.80% 6.10% 6.43%
2023 2024 2025
Worst Trade 4.91% -29.28% -19.83%
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.

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