Peacock Portfolio
As of June 1, 2023
Number of Positions: 9
Total Invested to Date: $9,000.0
Current Portfolio Value: $8,328.5
Peacock CAGR: -11.8%
The Value CAGR: 11.2% (see portfolio)
The Expert CAGR: -29.5% (see portfolio)
The Oracle CAGR: -27.1% (see portfolio)
Annual Returns
Peacock
2021: -19.6%
2022: -11.4%
2023: +6.8%
The Value
2021: +20.1%
2022: -0.3%
2023: +5.2%
The Expert
2021: -62.1%
2022: +11.5%
2023: +11.0%
The Oracle
2021: -16.8%
2022: -41.9%
2023: +4.3%
S&P 500
2021: +13.1%
2022: -9.6%
2023: +2.7%
Russell 2000
2021: -7.2%
2022: -13.8%
2023: -1.9%
Nasdaq
2021: +5.8%
2022: -14.3%
2023: +7.2%
Portfolio Positions and Current Allocations
Portfolio Return
Portfolio Return vs. Indices
Portfolio Return vs. Other Portfolios
CAGRs
Start Date: 4/1/2021
End Date: 6/1/2023
Peacock CAGR: -11.8%
S&P 500 CAGR: 2.3%
Russell 2000 CAGR: -10.6%
Nasdaq CAGR: -1.3%
The Value CAGR: 11.2%
The Expert CAGR: -29.5%
The Oracle CAGR: -27.1%
Individual Stocks
As of June 1, 2023
Box, Inc. (NYSE:BOX)
Pitched By: The Value
Purchase Date: 4/1/2021
Purchase Price / Value: $23.99 per share / $1,000.0
Current Price / Value: $28.36 per share / $1,182.2
CAGR: 8.0%
Rollins, Inc. (NYSE:ROL)
Pitched By: The Value
Purchase Date: 4/1/2022
Purchase Price / Value: $34.81 per share / $1,000.0
Current Price / Value: $40.22 per share / $1,155.4
CAGR: 13.2%
Angi Inc. (NASDAQ:ANGI)
Pitched By: The Expert
Purchase Date: 4/1/2021
Purchase Price / Value: $14.66 per share / $1,000.0
Current Price / Value: $3.19 per share / $217.6
CAGR: -50.5%
Element Fleet Management Corp. (OTCPK:ELEE.F)
Pitched By: The Expert
Purchase Date: 4/1/2022
Purchase Price / Value: $9.47 per share / $1,000.0
Current Price / Value: $15.15 per share / $1,600.0
CAGR: 49.6%
YETI Holdings, Inc. (NYSE:YETI)
Pitched By: The Oracle
Purchase Date: 4/1/2021
Purchase Price / Value: $73.78 per share / $1,000.0
Current Price / Value: $35.50 per share / $481.2
CAGR: -28.7%
PubMatic, Inc. (NASDAQ:PUBM)
Pitched By: The Oracle
Purchase Date: 4/1/2022
Purchase Price / Value: $26.48 per share / $1,000.0
Current Price / Value: $17.99 per share / $679.2
CAGR: -28.2%
Pure Cycle Corporation (NASDAQ:PCYO)
Pitched By: The Value
Purchase Date: 4/1/2023
Purchase Price / Value: $9.45 per share / $1,000.0
Current Price / Value: $9.67 per share / $1,023.3
CAGR: 14.8%
Waste Management, Inc. (NYSE:WM)
Pitched By: The Expert
Purchase Date: 4/1/2023
Purchase Price / Value: $163.17 per share / $1,000.0
Current Price / Value: $162.80 per share / $997.7
CAGR: -1.4%
Chemed Corporation (NYSE:CHE)
Pitched By: The Oracle
Purchase Date: 4/1/2023
Purchase Price / Value: $537.75 per share / $1,000.0
Current Price / Value: $533.43 per share / $992.0
CAGR: -4.7%