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…
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%
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%
