Discretionary Performance
The Discretionary Portfolio differs from our other portfolios, in that it is not a fully invested portfolio, meaning showing performance as an overall portfolio is less relevant.
Opportunities are based on the market environment at the time, meaning there are times when we are holding many positions at the same time, and others when we are holding very few. As such, it can be misleading to show percent returns based on an entire portfolio, as the levels of cash differ throughout time.
Trade Stats
As a new portfolio, there are no trade statistics to currently report but this will be updated as positions are entered and closed out.
| 2023* | |
| Total Number of Trades | 0 |
| Win Ratio | 0% |
| Average Days in a Trade | 0 |
| Average Return per Trade | 0% |
| 2023 | |
| Worst Trade | 0% |
| Best Trade | 0% |
