On this page, I tracked important statistics and insights from my former U.S. stock portfolio, along with my reflections on its performance.

This portfolio, which closed on 10/16/2024, delivered 0.11% alpha, had a 40% lower standard deviation, and experienced less than twice the drawdown compared to its benchmark. The closure was due to a broker change, after which I decided to return the capital to the original investors and focus on trading with only my own funds.

I initially planned to share the performance and relevant data for my new portfolio once I had gathered sufficient information. However, my new role at a financial institution has introduced legal complexities regarding trading U.S. stocks. As a result, I have decided to discontinue trading U.S. stocks.