Report summary:
Report Time Ranges
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| Recent
| 6/7/24
| 6/14/24
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| YTD
| 12/31/2023
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| Index Portfolios’ Performance
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| Symbol
| Recent P/L
| Recent %
| YTD P/L
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| ^IXIC
| $3,702.25
| 3.2%
| $17,836.70
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| ^NBI
| $32.71
| 0.0%
| $3,033.47
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| ^SPSIBI
| $396.43
| 0.4%
| $2,626.45
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| Share Performance
| Recent Performance
| YTD Performance
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| Top Five
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| Bottom Five
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| Top Five
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| Bottom 5
| Symbol
| P/L / Initial Price
| Symbol
| P/L / Initial Price
| Symbol
| YTD P/L / Initial Price
| Symbol
| YTD P/L/ Initial Price
| URGN
| 39.9%
| NVAX
| -78.5%
| JSPR
| 217.1%
| CNSP
| -95.6%
| INSM
| 22.8%
| VKTX
| -21.3%
| NVAX
| 200.0%
| AMLX
| -88.9%
| OCUL
| 18.2%
| PSTV
| -20.0%
| VKTX
| 179.5%
| GLYC
| -88.9%
| ACRS
| 16.2%
| CRDF
| -15.5%
| CU6.AX
| 166.9%
| PACB
| -82.1%
| TERN
| 16.2%
| VIR
| -14.7%
| PYXS
| 110.6%
| EYEN
| -69.7%
| Average and Median Portfolio Performance
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| Recent P/L
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| YTD P/L
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| Avg.
| Median
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| Avg
| Median
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| -$1,605.42
| -$2,294.86
| DART LANZER
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| $3,340.58
| -$2,199.34
| ALONER
| Top Seven Portfolio Performances
| Top Recent Performers
| Top YTD Performers
| Contestant (Prev. Rank)
| Recent P/L
| P/L vs. ^SPSIBI
| YTD P/L (Rank)
| Contestant (Prev. Rank)
| YTD P/L
| vs. Top Portfolio
| P/L vs. ^SPSIBI
| Rec. P/L (Rank)
| 1 - JR_95 (8)
| $6,058.63
| $5,662.20
| -$12,810.84 (14)
| 1 - BULBAMAN (1)
| $68,460.72
| ——
| $65,834.27
| -$5,338.11 (15)
| 2 - ALONER (1)
| $3,099.11
| $2,702.69
| -$2,199.34 (9)
| 2 - ERIKOTTO (2)
| $35,949.86
| $32,510.86
| $33,323.41
| $2,768.34 (3)
| 3 - ERIKOTTO (6)
| $2,768.34
| $2,371.92
| $35,949.86 (2)
| 3 - TOMATO (3)
| $25,434.15
| $43,026.57
| $22,807.70
| -$5,100.47 (14)
| 4 - TRACE I11 (9)
| $1,307.60
| $911.18
| $514.52 (7)
| 4 - BLADERUNNER (4)
| $23,440.17
| $45,020.55
| $20,813.72
| -$1,069.90 (7)
| 5 - NOTABOT (3)
| -$815.53
| -$1,211.96
| -$1,943.78 (8)
| 5 - JACK HARTMANN (6)
| $3,625.99
| $64,834.73
| $999.54
| -$3,304.11 (13)
| 6 - A. J. MULLEN (5)
| -$877.46
| -$1,273.89
| -$24,164.99 (16)
| 6 - DEW_DILIGENCE (5)
| $3,243.39
| $65,217.33
| $616.94
| -$6,075.21 (17)
| 7 - BLADERUNNER (16)
| -$1,069.90
| -$1,466.32
| $23,440.17 (4)
| 7 - TRACE I11 (7)
| $514.52
| $67,946.19
| -$2,111.92
| $1,307.60 (4)
| 8 - RAJU_BIJLEE (17)
| -$1,077.77
| -$1,474.20
| -$4,798.33 (10)
| 8 - NOTABOT (8)
| -$1,943.78
| $70,404.50
| -$4,570.23
| -$815.53 (5)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (JR_95)
| Top YTD Performance Portfolio (BULBAMAN)
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| AMLX
| 10.00%
| 1.3% | -88.9%
| -$8,885.87
| -$88.32
| 89.8%
| CU6.AX
| 20.00%
| 31.7% | 166.9%
| $33,372.73
| $561.48
| 1.9%
| ARWR
| 10.00%
| 9.7% | -15.6%
| -$1,555.56
| $630.72
| 11.8%
| CYTH
| 10.00%
| 4.5% | -24.5%
| -$2,452.83
| -$377.36
| 13.3%
| BGNE
| 10.00%
| 10.3% | -9.9%
| -$985.81
| $344.87
| 11.1%
| LRMR
| 10.00%
| 12.3% | 106.4%
| $10,637.36
| -$439.56
| 4.8%
| CLRB
| 10.00%
| 13.3% | 16.2%
| $1,624.55
| -$397.11
| 8.6%
| PMN
| 10.00%
| 8.3% | 40.3%
| $4,028.70
| -$1,362.61
| 7.1%
| GLYC
| 10.00%
| 1.3% | -88.9%
| -$8,885.59
| $23.73
| 89.7%
| SNGX
| 10.00%
| 2.0% | -66.6%
| -$6,661.18
| $230.26
| 30.0%
| LIFE
| 10.00%
| 15.5% | 34.8%
| $3,475.18
| $0.00
| 7.4%
| TCON
| 10.00%
| 2.1% | -64.0%
| -$6,402.06
| $342.66
| 27.8%
| OCUL
| 10.00%
| 14.8% | 28.9%
| $2,892.38
| $1,816.14
| 7.8%
| TLX.AX
| 15.00%
| 14.3% | 60.1%
| $9,008.93
| -$1,093.10
| 4.2%
| URGN
| 10.00%
| 14.7% | 28.0%
| $2,800.00
| $3,993.33
| 7.8%
| VKTX
| 15.00%
| 24.9% | 179.5%
| $26,929.07
| -$3,199.89
| 2.4%
| VYNE
| 10.00%
| 11.3% | -1.3%
| -$128.76
| $214.59
| 10.1%
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| ZLAB
| 10.00%
| 7.8% | -31.6%
| -$3,161.36
| -$479.33
| 14.6%
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