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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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ajtj99
To: Sun Tzu who wrote (96013)10/20/2025 4:09:54 PM
From: Sun Tzu1 Recommendation  Read Replies (1) of 96644
 
Ended the day up +4.2% vs ~1.4% for the market.
That's actually down from the peak of +4.5% - enough alpha for you?

Here's what moved.

PS Highlighted means that I added to the position (sometimes by a fair bit), so the percentage up is inaccurate. For example, PACB went up 20%, but it shows up as only 15% because I added a fair bit to it (which still went up more than the market, but would have been better spent on ANRO).

And yes, I should have bought hell of a lot more of BYND on Thursday than I did. I pretty much nailed the bottom, but I didn't size it properly :((


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