RH Individual by Liam · TradeandTellConcentratedBuy & holdShort sellerSmall caps
Jun 30Since Jun 30 · verified?
-10.9%-10.91%Over this period · Portfolio vs
S&P 500(−12.9 pts behind)
Range-10.91%
Performance
Reconstructing the story…
›Short positions1
US+0.2%
EU−1.4%
JP+1.4%
CN+0.1%
EM+0.4%
65
32
0
3
52-week mix · quartiles of range, value-weighted
Bottom · 0–25%65%6 namesGGR · BMBL · DXYZ · GRSD …
Lower-mid · 25–50%32%1 nameLNSR
Upper-mid · 50–75%0%1 nameGRAL
Top · 75–100%3%1 nameDDI
Deep in the discount bin — 65% of the book sits in the bottom quartile of its range. Conviction, or value traps?
9 of 9 rated
LNSR+23.6%
GGR-14.7%
BMBL-4.5%
−DXYZ-19.5%
GRSD-15.0%
DDI+11.3%
SFM-13.5%
LUKOY+0.0%
| n/a | 2.3% | 4.6% | -0.51% | -19.5% | 2.3% |
Typically buys at 3% of the 52-wk range — a dip buyer.
Performance
The whole story, broker-verified — flags mark what actually happened
since Jun 2026
Jun 2026–Jul 2026 · +1.7% to the first peak.
Jul 2026–Jul 2026 · -25.0% peak to trough.
Jul 2026 → now · +16.8% off the low.
tracked books · trailing month
CAGR-42.3%Sharpe-0.73Beta · SPX—Max drawdown-25.0%
