US−0.2%

EU+0.4%

JP−0.3%

CN+0.2%

EM−0.1%

FID 401k

Synced

Portfolio by @liam

ConcentratedBuy & holdSmall caps

Compare

Jun 22Since Jun 22 · verified?

-31.8%-31.79%

+0.3%+0.33%

-21.2%-21.24%

YTD

-31.8%-31.79%

P/E

···

Holdings

DDI+3.9%

BMBL-6.6%

GRSD+12.1%

ANF+20.7%

NNDM+13.8%

CROX+5.0%

SIRI+5.4%

PTALF+4.9%

PDD+18.7%

LNSR+1.9%

SIG+7.2%

HPQ+23.2%

LULU+6.1%

OMC+12.9%

WU-5.0%

MAPS+6.3%

16 positions

Performance

Reconstructing the story…

Holdings

All16 Stocks16 Options0 Shorts0 Crypto0

Return attribution · YTD

What drove your return this window — Jan 1 – today. Realized closes + open positions, each weighted by what you actually held during the window.

Top contributors

DDI
+98,189.25%
CROX
+14,559.00%
SIRI
+8,755.69%

Recent trends · Trailing 1 year

Where capital moved over the last 12 months — names added to or newly opened vs. trimmed or exited. Bigger bar = more money moved.

Adding & building

Daily returns

Daily returns · trailing 12 months

−5.4%+5.4%

Composition

Asset class

Stocks100%

Geography

US57%

ADR (US-listed foreign)43%

Market cap

Small ($300M–$2B)63%

Micro (<$300M)17%

Trading stats

Win rate

—

Realized P&L

+$0.00

Best trade

+$0.00

CPRX +0.0%

Worst trade

+$0.00

CPRX +0.0%

Avg win

—

Avg loss

—

Max drawdown

-35.85%

Sharpe

-2.76

Risk-adjusted return

Sortino

-2.84

Downside-only deviation

Calmar

—

Return ÷ |max drawdown|

Moves

Every buy and sell, straight from the ledger

Symbol	Date	Side	Note
Cash	7/31/2026	DEPOSIT
GAMB	7/24/2026broker	SELL	Auto-close: position no longer at broker (broker-quote-cache).
GRSD	7/24/2026broker	BUY
CPRX	7/16/2026broker	SELL	Auto-close: position no longer at broker (broker-quote-cache).
Cash	7/9/2026	DEPOSIT
Cash	7/1/2026	DEPOSIT
Cash	6/30/2026	DEPOSIT
Cash	6/30/2026	DEPOSIT
LULU	6/27/2026broker	BUY
WU	6/27/2026broker	BUY
SIG	6/27/2026broker	BUY
PTALF	6/27/2026broker	BUY
CROX	6/27/2026broker	BUY
HPQ	6/27/2026broker	BUY
PDD	6/27/2026broker	BUY
Cash	6/27/2026broker	DEPOSIT
MAPS	6/27/2026broker	BUY
ANF	6/27/2026broker	BUY
FDRXX	6/27/2026broker	BUY
BMBL	6/27/2026broker	BUY
CPRX	6/27/2026broker	BUY
DDI	6/27/2026broker	BUY
OMC	6/27/2026broker	BUY
GAMB	6/27/2026broker	BUY
LNSR	6/27/2026broker	BUY
NNDM	6/27/2026broker	BUY
SIRI	6/27/2026broker	BUY
Cash	5/29/2026	DEPOSIT
Cash	5/27/2026	DEPOSIT
Cash	5/22/2026	DEPOSIT
Cash	4/30/2026	DEPOSIT
Cash	4/9/2026	DEPOSIT
Cash	4/1/2026	DEPOSIT
Cash	3/31/2026	DEPOSIT
Cash	3/31/2026	DEPOSIT
Cash	2/27/2026	DEPOSIT
Cash	2/27/2026	DEPOSIT
Cash	2/24/2026	DEPOSIT
Cash	2/24/2026broker	DEPOSIT
Cash	1/30/2026	DEPOSIT
Cash	1/9/2026	DEPOSIT
Cash	1/2/2026	DEPOSIT
Cash	12/31/2025	DEPOSIT
Cash	12/31/2025	DEPOSIT
Cash	12/23/2025	DEPOSIT
Cash	12/23/2025	DEPOSIT
Cash	11/28/2025	DEPOSIT
Cash	11/25/2025	DEPOSIT
Cash	11/21/2025	DEPOSIT
Cash	11/6/2025	DEPOSIT
Cash	10/31/2025	DEPOSIT
Cash	10/29/2025	DEPOSIT
Cash	10/6/2025	DEPOSIT
Cash	10/1/2025	DEPOSIT
Cash	9/30/2025	DEPOSIT
Cash	9/30/2025	DEPOSIT
Cash	9/16/2025	DEPOSIT
Cash	9/5/2025	DEPOSIT
Cash	9/5/2025broker	DEPOSIT
Cash	8/29/2025	DEPOSIT
Cash	8/22/2025broker	DEPOSIT

Buys · 18

GRSDGrandstand LimitedJul 16, 2026, 8:00 AM ET
Added 11.1% to position at $1.84. GRSD is now 30.5% of portfolio. · avg now $5.02
GRSDGrandstand LimitedJun 30, 2026, 8:00 AM ET
Added 3.4% to position at $2.14. GRSD is now 29.6% of portfolio. · avg now $5.02
BMBLBumbleJun 30, 2026, 8:00 AM ET
Added 3.3% to position at $3.17. BMBL is now 16.7% of portfolio. · avg now $2.89
BMBLBumbleVerified historyMay 15, 2026, 8:00 AM ET
Added 1.7% to position at $3.18. BMBL is now 16.3% of portfolio. · avg now $2.89
DDIDoubleDown Interactive Co., Ltd. American Depository SharesVerified historyApr 28, 2026, 8:00 AM ET
Added 39.1% to position at $10.79. DDI is now 26.1% of portfolio. · avg now $9.69 (5 buys combined)
MAPSWM TECHNOLOGY INC ANewVerified historyApr 22, 2026, 8:00 AM ET
Opened a new position at $0.37. MAPS is now 0.7% of portfolio. · avg now $0.37
BMBLBumbleVerified historyApr 16, 2026, 8:00 AM ET
Added 0.6% to position at $4.12. BMBL is now 16.1% of portfolio. · avg now $2.89
LNSRLENSARVerified historyApr 16, 2026, 8:00 AM ET
Added 448.8% to position at $6.21. LNSR is now 2.4% of portfolio. · avg now $6.94 (3 buys combined)
GRSDGrandstand LimitedVerified historyApr 16, 2026, 8:00 AM ET
Added 2.4% to position at $3.75. GRSD is now 29.2% of portfolio. · avg now $5.02
LNSRLENSARNewVerified historyMar 16, 2026, 8:00 AM ET
Opened a new position at $10.24. LNSR is now 0.6% of portfolio. · avg now $6.94 (2 buys combined)
DDIDoubleDown Interactive Co., Ltd. American Depository SharesVerified historyMar 16, 2026, 8:00 AM ET
Added 6.7% to position at $8.46. DDI is now 18.1% of portfolio. · avg now $9.69
GRSDGrandstand LimitedVerified historyMar 16, 2026, 8:00 AM ET
Added 6.3% to position at $4.01. GRSD is now 28.3% of portfolio. · avg now $5.02
BMBLBumbleVerified historyMar 10, 2026, 8:00 AM ET
Added 50.0% to position at $2.80. BMBL is now 15.2% of portfolio. · avg now $2.89 (2 buys combined)
GRSDGrandstand LimitedVerified historyMar 10, 2026, 8:00 AM ET
Added 14.3% to position at $4.10. GRSD is now 25.9% of portfolio. · avg now $5.02
BMBLBumbleNewVerified historyMar 9, 2026, 8:00 AM ET
Opened a new position at $2.91. BMBL is now 9.8% of portfolio. · avg now $2.89
SIGSignet Jewelers LimitedVerified historyFeb 24, 2026, 7:00 AM ET
Added 0.3% to position at $93.71. SIG is now 2.2% of portfolio. · avg now $92.28
GRSDGrandstand LimitedVerified historyFeb 23, 2026, 7:00 AM ET
Added 32.8% to position at $4.13. GRSD is now 31.6% of portfolio. · avg now $5.02 (2 buys combined)
GRSDGrandstand LimitedVerified historyFeb 18, 2026, 7:00 AM ET
Added 2.3% to position at $4.30. GRSD is now 27.5% of portfolio. · avg now $5.02

Sells · 14

CPRXClosedheld 11moJul 15, 2026, 8:00 AM ET
Closed the position at $31.50 for a 56.3% gain. (2 sales combined)
CPRXheld 10moJun 26, 2026, 8:00 AM ET
Sold 23.1% of position at $31.44 for a 56.0% gain. CPRX is now 1.2% of portfolio.
CPRXheld 10mo

Imported baseline

GRSDImportedStarting position on record when tracking began · 10.6% of portfolioJul 24, 2026, 5:14 AM ET
LULUImportedStarting position on record when tracking began · 1.5% of portfolioJun 27, 2026, 6:56 PM ET
WUImportedStarting position on record when tracking began · 1.2% of portfolioJun 27, 2026, 6:56 PM ET
SIGImportedStarting position on record when tracking began · 1.7% of portfolioJun 27, 2026, 6:56 PM ET
PTALFImportedStarting position on record when tracking began · 2.3% of portfolio

Position changes and gains are shown as percentages of the position — never dollar amounts or share counts. Moves tagged “Verified history” are broker-recorded fills recovered by track-record verification. “Imported” rows are positions already held when tracking began — a baseline, not a trade decision. Showing the most recent 50 moves.

FID 401k

Performance

Holdings

Portfolio History

Moves

Top contributors

Adding & building

Daily returns · trailing 12 months

Composition

Portfolio History

Events

Valuations

Discussion

Top detractors

Trimming & exiting

Activity feed

Performance

Moves