FID 401k by Liam · TradeandTellConcentratedBuy & holdSmall caps
Jun 22Since Jun 22 · verified?
-49.5%-49.52%52-wk52-wk mix
357850
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%8%3 namesPTALF · SIRI · SIG
Over this period · Portfolio vs
S&P 500(−53.4 pts behind)
Range-49.52%
Performance
Reconstructing the story…
›Stocks & ETFs16
US−0.0%
EU+0.1%
JP+1.4%
CN−0.6%
EM−0.1%
Top · 75–100%
50%
4 names
DDI · ANF · CROX · HPQ
Barbelled: winners and wounded, little in between.
DDI+14.4%
BMBL-7.1%
GRSD-8.1%
ANF+48.8%
NNDM+14.5%
PTALF+18.5%
LNSR+27.8%
CROX-2.5%
SIRI-6.4%
PDD+5.0%
SIG+14.7%
HPQ+40.0%
LULU-11.8%
WU-17.5%
OMC+3.1%
MAPS-4.3%
↕
| $13.10+0.00% | | 10mo | 37.7% | $13.10+0.00% | +14.4% | 72.0% | +14.4% |
| $2.83-0.70% | | 6mo | 21.4% | $2.83-0.70% | -7.1% | 33.2% | |
| $1.58-0.63% | | 8mo | 12.7% | $1.58-0.63% | -8.1% | 19.5% | |
| $136.21-0.40% | | 1.1yr | 3.4% | $136.21-0.40% | +48.8% | 8.4% | |
Nano Dimension Ltd. Sponsored | $1.58+1.94% | | 1.1yr | 3.2% | $1.58+1.94% | +14.5% | 6.1% | |
| $0.38-1.79% | | 10mo | 2.7% | $0.38-1.79% | +18.5% | 5.3% | |
| $7.25+0.55% | | 5mo | 2.4% | $7.25+0.55% | +27.8% | 5.1% | |
| $124.58+0.72% | | 1.1yr | 2.8% | $124.58+0.72% | -2.5% | 4.6% | |
| $26.53-3.32% | | 1.1yr | 2.8% | $26.53-3.32% | -6.4% | 4.3% | |
| $80.35+1.33% | | 1.1yr | 2.3% | $80.35+1.33% | +5.0% | 4.0% | |
| $100.42+1.81% | | 1.1yr | 2.0% | $100.42+1.81% | +14.7% | 3.7% | |
| $32.04-2.76% | | 1.1yr | 1.5% | $32.04-2.76% | +40.0% | 3.6% | |
| $103.73+2.40% | | 1.0yr | 1.7% | $103.73+2.40% | -11.8% | 2.6% | |
WU WUThe Western Union The Western Union | $6.22+0.32% | | 1.1yr | 1.5% | $6.22+0.32% | -17.5% | 2.0% | |
| $75.34-0.33% | | 1.1yr | 1.1% | $75.34-0.33% | +3.1% | 1.9% | |
| $0.37+1.66% | | 5mo | 0.9% | $0.37+1.66% | -4.3% | 1.4% | |
+40.0%
Performance
The whole story, broker-verified — flags mark what actually happened
since Jun 2026
Jun 2026 → now · -49.5% · 1 of 3 months up.
tracked books · trailing month
CAGR-93.3%Sharpe-2.26Beta · SPX—Max drawdown-50.6%