Value Investing Portfolio | Value-Trades

My Value Investing Portfolio

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You can view the portfolio without logging in; however, notifications about selling or any activities such as closing or adding positions will only be sent to users who have signed up on the website.

You may choose to initiate positions in selected stocks or all available options at your convenience. I will notify you when it is time to proceed with adding, reducing, or selling the positions.

Please read the disclaimer located at the bottom of the website before making a purchase or an investment.

Portfolio contains 100 stocks of each company. **Do not exceed 5% in one position.** Dividend not included in final profit/loss calculation.**
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Period Total Cost Total Market/Sold Value Total Gain/Loss ROI
2025 $760,460.00 $846,195.94 +$85,735.94 11.27%
2026 $968,740.00 $1,048,723.00 +$79,983.00 8.26%
SINCE INCEPTION $1,729,200.00 $1,894,918.94 +$165,718.94 9.58%
Year is based on the stock purchase date. Open positions use the current live market price. Sold positions use the recorded sold price from Portfolio.csv. ROI = Total Gain/Loss ÷ Total Cost × 100.
Date Symbol Purchae Price Prev Close or
Sold Price		 Fair Value Profit/Loss ($) Profit/Loss (%) Annualized Yield Notes
10/28/2026GAP$22.03$22.01$34.72-$2.00-0.09%-33.14%Strong Buy
10/28/2026CVE$32.35$32.29$42.99-$6.00-0.19%-67.70%Strong Buy
10/28/2026BP$49.78$49.79$74.39+$1.000.02%7.33%Strong Buy
10/27/2026KVYO$20.24$20.55$18.25+$31.001.53%279.52%Hold
10/27/2026NXT$78.30$82.08$89.07+$378.004.83%881.03%Buy
10/27/2026SOFI$16.37$17.14$13.36+$77.004.70%858.43%Hold
10/27/2026DVN$50.79$51.28$71.39+$49.000.96%176.07%Strong Buy
10/27/2026AMZN$249.54$254.60$208.15+$506.002.03%370.06%Hold
10/27/2026GOOG$314.71$321.89$322.64+$718.002.28%416.37%Hold
10/26/2026RDDT$137.26$134.67$148.87-$259.00-1.89%-229.58%Buy
10/23/2026SFM$65.74$62.00$90.69-$374.00-5.69%-346.09%Strong Buy
10/22/2026ZTS$81.97$77.80$135.60-$417.00-5.09%-265.26%Strong Buy
10/22/2026TOST$33.06$31.94$28.89-$112.00-3.39%-176.65%Hold
No price data found for SKHY
10/22/2026CRDO$165.71$173.69$173.69+$798.004.82%251.10%Hold
10/21/2026CELH$28.74$27.85$15.12-$89.00-3.10%-141.29%Strong Sell
10/21/2026NFLX$65.25$61.99$62.51-$326.00-5.00%-227.95%Hold
10/21/2026ACN$241.43$243.95$281.60+$252.001.04%47.62%Buy
10/21/2026SU$78.56$77.68$112.75-$88.00-1.12%-51.11%Strong Buy
10/21/2026MU$908.00$983.23$3,164.21+$7,523.008.29%378.01%Strong Buy
10/21/2026HPE$57.73$60.36$54.90+$263.004.56%207.85%Hold
10/20/2026KVYO$19.32$20.55$18.25+$123.006.37%258.20%Hold
10/20/2026AA$40.70$40.21$71.99-$49.00-1.20%-48.83%Strong Buy
10/20/2026NFLX$69.87$61.99$62.51-$788.00-11.28%-457.39%Hold
10/16/2026OSCR$32.52$30.47$41.01-$205.00-6.30%-176.99%Strong Buy
10/16/2026HPE$55.94$60.36$54.90+$442.007.90%221.84%Hold
10/16/2026HPQ$30.45$32.46$43.04+$201.006.60%185.34%Strong Buy
10/14/2026HPQ$30.18$32.46$43.04+$228.007.55%183.83%Strong Buy
10/12/2026CHWY$19.44$20.64$29.51+$120.006.17%132.53%Strong Buy
10/12/2026DINO$120.96$112.03$193.10-$893.00-7.38%-158.51%Strong Buy
10/08/2026CMCSA$21.10$21.57$47.92+$47.002.23%38.72%Strong Buy
10/08/2026SYF$71.70$75.36$89.87+$366.005.10%88.72%Buy
10/08/2026OLED$72.45$90.41$86.69+$1,796.0024.79%430.87%Hold
10/08/2026APLD$23.23$20.39$0.00-$284.00-12.23%-212.49%
10/07/2026PFE$28.06$29.45$46.00+$139.004.95%82.19%Strong Buy
10/07/2026GIS$32.13$33.06$50.50+$93.002.89%48.02%Strong Buy
10/06/2026STT$175.47$173.89$175.89-$158.00-0.90%-14.29%Buy
10/06/2026VC$88.75$72.42$130.60-$1,633.00-18.40%-292.00%Strong Buy
10/05/2026NFLX$67.03$61.99$62.51-$504.00-7.52%-114.35%Hold
10/05/2026BAC$54.21$50.87$66.05-$334.00-6.16%-93.70%Strong Buy
10/05/2026CHRW$97.37$127.60$120.13+$3,023.0031.05%472.17%Hold
10/05/2026CMC$65.15$64.16$84.13-$99.00-1.52%-23.11%Strong Buy
10/05/2026C$129.27$124.11$139.60-$516.00-3.99%-60.71%Buy
10/02/2026MNDY$78.60$97.82$169.87+$1,922.0024.45%330.57%Strong Buy
10/02/2026YOU$40.76$45.48$50.13+$472.0011.58%156.54%Buy
10/02/2026CELH$26.72$27.85$15.12+$113.004.23%57.17%Strong Sell
10/01/2026LCII$83.10$97.36$127.40+$1,426.0017.16%223.69%Strong Buy
10/01/2026NFLX$68.34$61.99$62.51-$635.00-9.29%-121.12%Hold
09/28/2026MNDY$78.82$97.82$169.87+$1,900.0024.11%283.82%Strong Buy
09/28/2026FSLR$172.54$176.30$347.28+$376.002.18%25.66%Strong Buy
09/28/2026KVYO$15.05$20.55$18.25+$550.0036.54%430.29%Hold
09/28/2026NOW$130.86$149.86$117.99+$1,900.0014.52%170.95%Hold
09/28/2026NVDA$231.24$215.38$375.57-$1,586.00-6.86%-80.76%Strong Buy
09/24/2026NXT$78.05$82.08$89.07+$403.005.16%53.85%Buy
09/23/2026TREE$23.98$26.52$86.54+$254.0010.59%107.39%Strong Buy
09/23/2026CHWY$18.98$20.64$29.51+$166.008.75%88.68%Strong Buy
09/23/2026PATH$12.77$14.20$16.40+$142.5011.16%113.14%Buy
09/23/2026EXPE$261.41$275.53$341.62+$1,412.005.40%54.76%Strong Buy
09/22/2026EXPE$265.69$275.53$341.62+$984.003.70%36.54%Strong Buy
09/22/2026GDDY$101.30$106.52$214.90+$521.505.15%50.79%Strong Buy
09/22/2026FIG$21.56$23.21$7.23+$165.007.65%75.50%Strong Sell
09/22/2026STT$177.83$173.89$175.89-$394.00-2.22%-21.86%Buy
09/22/2026ADBE$242.76$249.76$649.28+$700.002.88%28.45%Strong Buy
09/22/2026INTU$292.71$328.19$631.40+$3,548.0012.12%119.57%Strong Buy
09/22/2026ZTS$71.68$77.80$135.60+$612.008.54%84.23%Strong Buy
09/22/2026CENX$39.09$35.10$154.76-$399.00-10.21%-100.69%Strong Buy
09/22/2026PEGA$34.43$35.37$45.99+$94.002.73%26.93%Strong Buy
09/21/2026CHRD$139.96$154.06$263.54+$1,410.0010.07%96.77%Strong Buy
09/21/2026HPE$60.60$60.36$54.90-$24.00-0.40%-3.80%Hold
09/21/2026RIVN$15.43$11.67$0.00-$376.00-24.37%-234.06%
09/21/2026TOST$29.98$31.94$28.89+$196.006.54%62.80%Hold
09/21/2026PATH$13.51$14.20$16.40+$68.505.07%48.70%Buy
09/21/2026CENX$39.58$35.10$154.76-$448.00-11.32%-108.72%Strong Buy
09/21/2026AA$44.87$40.21$71.99-$466.00-10.39%-99.76%Strong Buy
09/18/2026WU$6.30$6.09$9.93-$21.00-3.33%-29.67%Strong Buy
09/18/2026KGC$28.06$22.98$37.84-$508.00-18.10%-161.17%Strong Buy
09/18/2026FNF$42.77$39.30$71.77-$347.00-8.11%-72.23%Strong Buy
09/18/2026NFLX$72.02$61.99$62.51-$1,003.00-13.93%-123.98%Hold
09/18/2026THC$262.21$268.45$320.07+$624.002.38%21.19%Buy
03/20/2026ACN$200.46$243.95$281.60+$4,349.0021.70%35.51%Buy
03/20/2026QCOM$131.66$182.97$184.17+$5,131.0038.97%63.79%Hold
02/25/2026WDAY$133.15$204.36$265.70+$7,121.0053.48%79.35%Strong Buy
02/25/2026FSLR$210.12$176.30$347.28-$3,382.00-16.10%-23.88%Strong Buy
02/25/2026GDDY$79.13$106.52$214.90+$2,738.5034.61%51.35%Strong Buy
02/11/2026LYFT$13.94$16.34$15.39+$240.0017.22%24.17%Hold
02/06/2026DELL$121.06$493.71$368.21+$37,265.00307.82%423.98%Hold
02/04/2026CRM$196.38$242.18$345.97+$4,580.0023.32%31.88%Strong Buy
02/04/2026WDAY$161.17$204.36$265.70+$4,319.0026.80%36.63%Strong Buy
02/04/2026ADBE$271.93$249.76$649.28-$2,217.00-8.15%-11.15%Strong Buy
02/04/2026TTD$27.18$12.76$24.43-$1,442.00-53.05%-72.53%Strong Buy
02/04/2026MNDY$101.71$97.82$169.87-$389.00-3.82%-5.23%Strong Buy
02/04/2026INTU$434.09$328.19$631.40-$10,590.00-24.40%-33.35%Strong Buy
02/04/2026BILL$37.06$48.01$88.47+$1,095.0029.55%40.39%Strong Buy
02/04/2026IT$160.24$219.13$390.46+$5,889.0036.75%50.24%Strong Buy
02/04/2026PYPL$41.70$56.55$100.24+$1,485.0035.61%48.68%Strong Buy
12/26/2025SEZL$70.29$130.02$71.63+$5,973.0084.98%101.03%Strong Sell
12/26/2025PYPL$59.78$56.55$100.24-$323.00-5.40%-6.42%Strong Buy
12/19/2025PENG$19.79$60.80$46.83+$4,101.00207.23%240.88%Hold
12/08/2025VTOL$36.63$41.42$67.19+$478.5013.06%14.67%Strong Buy
12/04/2025DOX$76.20$62.21$137.43-$1,399.00-18.36%-20.37%Strong Buy - -
12/1/2025MCY$93.12$100.10$166.92+$698.007.50%8.24%Strong Buy
11/28/2025MITK$8.88$18.66$24.20+$978.00110.14%120.00%Strong Buy
No price data found for ATGE
11/3/2025SON$39.97$48.75$80.18+$878.0021.97%22.27%Strong Buy
10/30/2025FISV$65.14$47.86$143.42-$1,728.00-26.53%-26.60%Strong Buy
10/29/2025CAKE$50.42$63.25$72.16+$1,283.0025.45%25.45%Sold - Selling Above Fair Value - Export 2026-02-08_152952
10/17/2025CAL$12.45$11.71$24.03-$74.00-5.94%-5.75%Sold 11/29/2025. Debt level raise so much
10/17/2025NUS$10.63$4.76$14.57-$587.00-55.22%-53.46%Strong Buy
10/17/2025SSTK$25.20$4.41$9.03-$2,079.00-82.50%-79.87%Strong Buy
10/17/2025ZD$36.13$55.37$90.49+$1,924.0053.25%51.56%Strong Buy
10/16/2025WBS$56.10$77.57$0.00+$2,147.0038.27%36.95%
10/13/2025FG$29.15$20.61$52.08-$854.00-29.30%-28.07%Strong Buy
10/13/2025CBT$69.57$73.77$82.18+$420.006.04%5.78%Buy
10/13/2025PG$147.96$159.17$126.15+$1,121.007.58%7.26%Sold - Selling Above Fair Value - Export 2026-02-08_152952
10/7/2025PCTY$153.88$168.50$194.29+$1,462.009.50%8.96%Buy
10/7/2025MORN$225.86$214.86$247.12-$1,100.00-4.87%-4.59%Buy
10/3/2025ZM$82.84$100.26$95.20+$1,742.0021.03%19.63%Hold
10/3/2025DOCU$68.10$83.60$101.37+$1,550.0022.76%21.25%Strong Buy
10/3/2025PYPL$68.93$56.55$100.24-$1,238.00-17.96%-16.77%Strong Buy
9/30/2025CART$35.37$58.42$29.15+$2,305.0065.17%60.37%Strong Sell
9/26/2025TNET$66.99$70.40$112.32+$341.005.09%4.67%Strong Buy
9/26/2025GIB$87.02$79.28$137.69-$774.00-8.89%-8.16%Strong Buy
9/26/2025DEO$93.81$91.96$139.04-$185.00-1.97%-1.81%Strong Buy
9/22/2025CL$80.03$94.41$72.48+$1,438.0017.97%16.31%Sold - Selling Above Fair Value - Export 2026-02-08_152952
9/22/2025PPC$40.71$26.38$32.60-$1,433.00-35.20%-31.96%Strong Buy
9/19/2025INGR$124.11$94.44$147.51-$2,967.00-23.91%-21.55%Strong Buy
9/17/2025NOV$12.93$18.91$13.56+$598.0046.25%41.48%Sold - Selling Above Fair Value - Export 2026-02-08_152952
9/17/2025FISV$134.76$47.86$143.42-$8,690.00-64.49%-57.83%Strong Buy
9/17/2025ARW$119.39$158.60$313.49+$3,921.0032.84%29.45%Sold - Selling Above Fair Value - Export 2026-02-08_152952
9/16/2025CPRX$19.99$31.49$0.00+$1,150.0057.53%51.47%
9/15/2025ZTS$148.00$77.80$135.60-$7,020.00-47.43%-42.33%Strong Buy
9/5/2025FIG$53.23$23.21$7.23-$3,002.00-56.40%-49.13%Strong Sell
9/3/2025GPK$20.65$8.49$10.17-$1,216.00-58.89%-51.05%Buy
8/29/2025HRI$132.01$166.24$104.43+$3,423.0025.93%22.22%Strong Sell
8/26/2025BHF$46.76$43.81$241.48-$295.00-6.31%-5.37%Strong Buy
8/11/2025TWLO$92.64$129.69$129.53+$3,705.0039.99%32.88%Sold 11/29/2025
8/6/2025PFE$23.98$29.45$46.00+$547.0022.81%18.54%Strong Buy
8/6/2025NVO$45.20$38.29$487.45-$691.50-15.30%-12.44%Strong Buy
8/6/2025LNTH$50.99$100.10$86.72+$4,911.0096.31%78.29%Hold
8/6/2025KMPR$48.78$29.48$33.40-$1,930.00-39.57%-32.16%Buy
7/29/2025NVO$54.10$38.29$487.45-$1,581.50-29.23%-23.35%Strong Buy
7/14/2025BG$74.58$115.86$133.00+$4,128.0055.35%42.80%Sold - Selling Above Fair Value - Export 2026-02-08_152952
7/11/2025MET$77.70$99.64$132.22+$2,194.0028.24%21.70%Strong Buy
7/11/2025MAN$44.09$45.79$53.04+$170.003.86%2.96%Buy
7/11/2025LNC$34.07$40.66$82.52+$659.0019.34%14.86%Strong Buy
7/11/2025NWG$13.27$17.25$21.02+$398.0029.99%23.05%Strong Buy
7/9/2025DXC$15.41$16.09$44.80+$68.004.41%3.38%Strong Buy
6/25/2025CIVI$28.77$27.38$0.00-$139.00-4.83%-3.59%
6/25/2025GIS$55.00$33.06$50.50-$2,194.00-39.89%-29.65%Strong Buy
6/25/2025BMRN$55.00$56.00$88.94+$100.001.82%1.35%Strong Buy
6/23/2025GNTX$21.40$28.47$33.94+$707.0033.04%24.46%Sold 9/15/2025
6/20/2025SNY$47.50$42.24$72.27-$526.00-11.07%-8.15%Strong Buy
6/18/2025WIX$150.00$78.48$105.21-$7,152.06-47.68%-34.95%Strong Buy
6/18/2025CRI$32.50$31.03$48.90-$147.00-4.52%-3.32%Strong Buy
6/18/2025MHK$100.00$127.81$120.43+$2,780.5027.81%20.38%Hold
6/17/2025FSLR$146.30$176.30$347.28+$3,000.0020.51%15.00%Strong Buy
6/16/2025WU$8.61$6.09$9.93-$252.00-29.27%-21.37%Strong Buy
6/11/2025OXM$45.85$40.02$27.42-$583.00-12.72%-9.19%Sold - Selling Above Fair Value - Export 2026-02-08_152952
6/10/2025SJM$95.31$125.49$129.89+$3,018.0031.67%22.84%Buy
6/9/2025OMC$71.43$77.78$111.24+$635.008.89%6.40%Strong Buy
6/8/2025MRK$78.97$121.93$97.42+$4,296.0054.40%39.09%Sold - Selling Above Fair Value - Export 2026-02-08_152952
6/8/2025TGT$97.32$115.55$0.00+$1,823.0018.73%13.46%Sold - Selling Above Fair Value - Export 2026-02-08_152952
6/8/2025BBY$73.02$96.99$100.51+$2,397.0032.83%23.59%Buy
6/8/2025DELL$113.75$164.52$368.21+$5,077.0044.63%32.07%Sold 10/08/2025
6/8/2025DBX$29.47$36.51$70.02+$704.0023.89%17.16%Strong Buy
6/8/2025CNC$55.16$67.05$64.07+$1,189.0021.56%15.49%Hold
6/8/2025CF$92.14$119.96$221.14+$2,782.0030.19%21.69%Strong Buy
6/8/2025BIIB$133.13$244.05$261.67+$11,092.0083.32%59.86%Buy
6/8/2025ANF$82.93$161.25$181.99+$7,832.0094.44%67.86%Buy
6/8/2025CROX$101.46$119.69$239.18+$1,823.0017.97%12.91%Strong Buy
6/8/2025REGN$499.22$780.19$890.75+$28,097.0056.28%40.44%Sold 11/29/2025
6/8/2025BDX$173.45$195.21$191.68+$2,176.0012.55%9.01%Hold
6/8/2025BMY$48.02$60.61$106.68+$1,259.0026.22%18.84%Strong Buy
6/8/2025COP$87.22$149.04$126.21+$6,182.0070.88%50.93%Hold
6/8/2025QCOM$149.24$182.97$184.17+$3,373.0022.60%16.24%Hold
6/8/2025ADBE$417.00$249.76$649.28-$16,724.00-40.11%-28.82%Strong Buy
6/8/2025PEP$131.00$170.49$134.31+$3,949.0030.15%21.66%Sold - Selling Above Fair Value - Export 2026-02-08_152952
6/8/2025NVDA$141.00$185.41$375.57+$4,441.0031.50%22.63%Sold - Selling Above Fair Value - Export 2026-02-08_152952
6/8/2025GOOG$175.00$251.42$322.64+$7,642.0043.67%31.38%Sold 9/16/2025
6/8/2025CLX$127.29$119.36$102.32-$793.00-6.23%-4.48%Sold - Selling Above Fair Value - Export 2026-02-08_152952
6/8/2025LULU$265.27$105.22$174.23-$16,005.00-60.33%-43.35%Strong Buy
6/8/2025UNH$303.00$378.00$313.85+$7,500.0024.75%17.78%Sold 10/28/2025
6/8/2025DOCU$75.28$83.60$101.37+$832.0011.05%7.94%Strong Buy

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