πŸ“Š Long Term Holdings - Trade Report

Total PnL

$770385.02

Trades

112

Win Rate

70.0%

Avg Return

90.7%

Portfolio Growth
Monthly Returns
Yearly/Monthly Returns
Month 2025 2024 2023 2022 2021 2020 2019
January 7.23% 0.35% 9.48% -5.34% 4.56% 2.14%
February -10.79% 20.58% -2.54% 1.09% 9.64% -0.66%
March -10.64% 5.45% 14.74% 2.78% 5.59% -2.19%
April 7.56% -10.90% 1.92% -6.76% 0.45% 2.46%
May 12.50% 11.83% 6.72% -6.43% -13.47% 1.53%
June 8.76% 4.26% 9.23% -9.78% 0.48% -1.15% 4.22%
July 5.55% -2.80% 3.03% 7.76% 7.40% 2.78% -0.48%
August 1.63% 2.90% -3.24% -3.76% 3.26% 3.51% -0.77%
September 6.72% 7.73% -4.74% -5.28% -4.82% -3.09% -1.27%
October 1.02% 6.19% 0.17% 4.46% 10.46% 0.10% 0.84%
November -3.29% 27.24% 14.37% -0.38% -2.59% 8.39% -1.46%
December -4.66% 11.66% -3.76% -4.21% 10.02% -0.56%
Monthly Tracker - 2025
Month Trades Total % Win % Avg Gain Avg Loss Biggest Gain Biggest Loss
January 0 7.23% 0% 0% 0% 0% 0%
February 5 -10.79% 20% 19.98% -6.04% 19.98% -11.57%
March 3 -10.64% 33.30% 12.14% -16.52% 12.14% -16.67%
April 5 7.56% 0% 0% -21.83% 0% -35.24%
May 2 12.50% 100% 106.94% 0% 109.35% 0%
June 2 8.76% 100% 355.85% 0% 375.67% 0%
July 2 5.55% 100% 181.70% 0% 223.52% 0%
August 0 1.63% 0% 0% 0% 0% 0%
September 2 6.72% 100% 92.83% 0% 160.16% 0%
October 2 1.02% 100% 116.86% 0% 202.90% 0%
November 0 -3.29% 0% 0% 0% 0% 0%
December 0 0% 0% 0% 0% 0% 0%
Closed Trades
Symbol Entry Date Exit Date Quantity Entry Price Exit Price PnL Return
AMD 2023-11-06 2024-01-16 219.34 $106 $158.85 $11592.10 49.86%
TQQQ 2023-11-10 2024-01-23 540.50 $39.25 $54.44 $8210.17 38.70%
SPXL 2023-07-11 2024-01-23 229.87 $91.27 $110.50 $4420.36 21.07%
SOXL 2023-09-13 2024-01-24 1225.77 $22.52 $38.14 $19146.47 69.36%
SMH 2023-10-31 2024-02-06 184.93 $138.50 $192.30 $9949.04 38.84%
ARM 2024-01-12 2024-02-12 489.45 $70 $153 $40624.04 118.57%
ZS 2023-12-15 2024-02-14 140.28 $178 $256.32 $10986.89 44.00%
ZS 2023-12-15 2024-04-15 140.28 $178 $179 $140.28 0.56%
XLU 2024-03-27 2024-05-24 927.89 $64.67 $71.30 $6151.88 10.25%
LULU 2024-03-21 2024-07-10 93.81 $425.50 $327.63 -$9181.12 -23.00%
CAVA 2024-02-05 2024-07-11 1115.98 $48.50 $86.70 $42630.26 78.76%
MU 2024-07-10 2024-07-16 478.96 $135 $128 -$3352.69 -5.19%
SHOP 2024-05-08 2024-08-07 920.23 $62 $67.24 $4822.00 8.45%
PYPL 2024-01-30 2024-09-23 510.88 $63 $78.40 $7867.52 24.44%
GLBE 2022-06-17 2024-09-25 1761.71 $18 $37.61 $34547.15 108.94%
MSTR 2024-03-20 2024-10-14 85.68 $123 $226 $8824.98 83.74%
TNA 2023-10-10 2024-11-06 1241.02 $31.50 $53.16 $26880.60 68.76%
TTD 2024-03-18 2024-11-12 345.86 $78.39 $130 $17849.69 65.84%
PLTR 2024-08-14 2024-12-03 1891.86 $31.35 $70 $73120.40 123.29%
TSLA 2023-05-26 2024-12-06 238.76 $163.60 $383 $52384.00 134.11%
CLSK 2024-10-23 2024-12-10 5456.44 $12.60 $12.87 $1473.24 2.14%
HOOD 2024-04-18 2024-12-10 703.34 $17.18 $42 $17456.80 144.47%
COIN 2024-01-23 2024-12-15 411.57 $125 $171.20 $19014.32 36.96%
XBI 2024-03-28 2024-12-18 374.15 $95.64 $91.70 -$1474.15 -4.12%
EEM 2024-05-13 2024-12-18 788.11 $42.95 $42.39 -$441.34 -1.30%
DKNG 2024-05-21 2024-12-18 833.63 $43.39 $39.80 -$2992.74 -8.27%
TQQQ 2023-11-10 2024-12-18 540.50 $39.25 $88.60 $26673.58 125.73%
SPXL 2023-07-11 2024-12-18 229.87 $91.27 $180 $20396.17 97.22%
SOXL 2023-09-13 2024-12-18 1225.77 $22.52 $29.79 $8911.32 32.28%
SRUUF 2024-12-20 2025-02-19 3875.02 $16.60 $14.68 -$7440.04 -11.57%
URA 2023-07-31 2025-02-19 1692.80 $22.67 $27.20 $7668.36 19.98%
CCJ 2024-12-20 2025-02-19 1039.07 $53.18 $47.48 -$5922.69 -10.72%
TTD 2024-03-18 2025-02-19 345.86 $78.39 $78.39 $-0.00 -0.00%
AMD 2023-11-06 2025-02-26 219.34 $106 $104 -$438.68 -1.89%
PYPL 2024-01-30 2025-03-25 510.88 $63 $70.65 $3908.22 12.14%
TMF 2024-02-15 2025-03-25 607.27 $50.70 $42.40 -$5040.30 -16.37%
TWLO 2025-02-18 2025-03-31 656.56 $123.60 $103 -$13525.15 -16.67%
NVDA 2024-08-05 2025-04-04 1000 $100.90 $95 -$5900 -5.85%
DDOG 2023-07-14 2025-04-04 367.67 $116.10 $88.70 -$10074.10 -23.60%
DDOG 2025-02-13 2025-04-04 413.82 $132.50 $88.70 -$18125.37 -33.06%
XME 2023-12-13 2025-04-04 873.46 $53.90 $47.74 -$5380.54 -11.43%
TNA 2023-10-10 2025-04-04 827.35 $31.50 $20.40 -$9183.58 -35.24%
TSLA 2023-05-26 2025-05-13 239.67 $163.60 $334.60 $40983.31 104.52%
COIN 2024-01-23 2025-05-14 246.67 $125 $261.69 $33717.65 109.35%
HOOD 2024-04-18 2025-06-05 1055.00 $17.18 $74.91 $60905.37 336.03%
HOOD 2024-04-18 2025-06-24 703.34 $17.18 $81.72 $45393.30 375.67%
COIN 2024-01-23 2025-07-16 123.34 $125 $404.40 $34460.14 223.52%
CRDO 2025-03-25 2025-07-31 583.15 $48.70 $116.82 $39724.42 139.88%
MSTR 2024-03-20 2025-09-29 257.04 $123 $320 $50636.52 160.16%
MSTR 2025-02-28 2025-09-29 116.17 $255 $320 $7551.24 25.49%
HD 2022-08-10 2025-10-01 241.39 $305 $399 $22690.94 30.82%
CRDO 2025-03-25 2025-10-06 477.13 $48.70 $147.51 $47144.78 202.90%