Is quietly outperforming (24% CAGR)
What was the growth split between 12 “old” and 9 “recent IPO” stocks?
Great question, thanks - excluding the recent IPO completely from the backtest, the CAGR becomes 19.24%. MEDP, TDMX, IRTC, HIMS are the main contributors of the remaining delta.
$UNH
https://open.substack.com/pub/trade2swing
What was the growth split between 12 “old” and 9 “recent IPO” stocks?
Great question, thanks - excluding the recent IPO completely from the backtest, the CAGR becomes 19.24%. MEDP, TDMX, IRTC, HIMS are the main contributors of the remaining delta.
$UNH
https://open.substack.com/pub/trade2swing