FID 401k by Liam · TradeandTellConcentratedBuy & holdSmall caps
Jun 22Since Jun 22 · verified?
-50.3%-50.34%52-wk52-wk mix
3571047
52-week mix · quartiles of range, value-weighted
Bottom · 0–25%35%6 namesBMBL · GRSD · PDD · LULU …
Lower-mid · 25–50%7%3 namesNNDM · LNSR · OMC
Upper-mid · 50–75%10%4 namesPTALF · CROX · SIRI · SIG
Over this period · Portfolio vs
S&P 500(−52.7 pts behind)
Range-50.34%
Performance
Reconstructing the story…
›Stocks & ETFs16
US+0.2%
EU−1.4%
JP+1.4%
CN+0.1%
EM+0.4%
Top · 75–100%
47%
3 names
DDI · ANF · HPQ
Barbelled: winners and wounded, little in between.
DDI+11.4%
BMBL-8.4%
GRSD-7.0%
ANF+48.4%
NNDM+13.8%
PTALF+24.0%
LNSR+24.6%
CROX-4.3%
SIRI-3.7%
PDD+3.1%
HPQ+50.3%
SIG+14.7%
LULU-16.6%
WU-18.0%
OMC+4.8%
MAPS-8.1%
| $0.36+0.06% | | 5mo | 0.9% | $0.36+0.06% | -8.1% | 1.3% | -8.1% |
| $76.57-2.58% | | 1.1yr | 1.1% | $76.57-2.58% | +4.8% | 1.9% | |
WU WUThe Western Union The Western Union | $6.18-5.36% | | 1.1yr | 1.5% | $6.18-5.36% | -18.0% | 2.0% | |
| $98.06-1.34% | | 1.0yr | 1.7% | $98.06-1.34% | -16.6% | 2.4% | |
| $100.38-1.05% | | 1.1yr | 2.0% | $100.38-1.05% | +14.7% | 3.7% | |
| $34.40-0.75% | | 1.1yr | 1.5% | $34.40-0.75% | +50.3% | 3.9% | |
| $78.90+1.51% | | 1.1yr | 2.3% | $78.90+1.51% | +3.1% | 3.9% | |
| $27.31-1.55% | | 1.1yr | 2.8% | $27.31-1.55% | -3.7% | 4.4% | |
| $122.24-0.62% | | 1.1yr | 2.8% | $122.24-0.62% | -4.3% | 4.5% | |
| $7.07-0.28% | | 5mo | 2.4% | $7.07-0.28% | +24.6% | 5.0% | |
| $0.40-1.67% | | 10mo | 2.7% | $0.40-1.67% | +24.0% | 5.5% | |
Nano Dimension Ltd. Sponsored | $1.57+1.29% | | 1.1yr | 3.2% | $1.57+1.29% | +13.8% | 6.0% | |
| $135.76-2.05% | | 1.1yr | 3.4% | $135.76-2.05% | +48.4% | 8.4% | |
| $1.60-5.33% | | 8mo | 12.7% | $1.60-5.33% | -7.0% | 19.7% | |
| $2.79-5.74% | | 6mo | 21.4% | $2.79-5.74% | -8.4% | 32.7% | |
| $12.75+0.00% | | 10mo | 37.7% | $12.75+0.00% | +11.4% | 69.9% | |
+50.3%
Performance
The whole story, broker-verified — flags mark what actually happened
since Jun 2026
Jun 2026 → now · -50.3% · 1 of 3 months up.
tracked books · trailing month
CAGR-93.4%Sharpe-2.30Beta · SPX—Max drawdown-48.0%