The Expert’s Portfolio
As of June 1, 2023
Number of Positions: 3
Total Invested to Date: $3,000.0
Current Portfolio Value: $2,815.3
The Expert CAGR: -29.5%
The Value CAGR: 11.2% (see portfolio)
The Oracle CAGR: -27.1% (see portfolio)
Peacock CAGR: -11.8% (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
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%
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%