The Oracle’s Portfolio

As of June 1, 2023

  • Number of Positions: 3

  • Total Invested to Date: $3,000.0

  • Current Portfolio Value: $2,152.3

  • The Oracle CAGR: -27.1%

  • The Value CAGR: 11.2% (see portfolio)

  • The Expert CAGR: -29.5% (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

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%

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%