Interactive Brokers - XUS Value by Liam · TradeandTell
Interactive Brokers - XUS Value Portfolio by @liam
Concentrated Buy & hold Small caps
Jun 17 Since Jun 17 · verified ?
+45.4% +45.43% 1D · pre premarket
+0.3% +0.30% 52-wk 52-wk mix
10 12 37 41
52-week mix · quartiles of range, value-weighted
Bottom · 0–25% 10% 11 names GGR · 9939.HK · PTMEY · GRSD …
Lower-mid · 25–50% 12% 11 names 9022.JT · LNSR · 6533.TW · SUNB.L …
Upper-mid · 50–75% 37% 7 names TAL.TO · 8002.JT · ONT.L · 4938.TW …
Over this period · Portfolio vs
S&P 500 (+43.4 pts ahead)
Range +45.43%
For informational purposes only. Not investment advice. Past performance does not guarantee future results. Learn more . Performance Reconstructing the story…
Holdings Moves Events Income & events Valuations Discussion
Power rankings · updated 29d ago
Filter holdings by asset class All (37) Stocks (37) Options (0) Shorts (0) Crypto (0)
Report a bug Top · 75–100%
41%
5 names
DDI · 8053.JT · 2357.TW · RSX …
Tilting toward winners — 41% of the book sits in the top quartile of its range vs the 25% balance point. Worth asking which winners have quietly become comfort holds.
000921 +4.8%
DDI +11.4%
TAL.TO +23.9%
8053.JT +0.0%
8002.JT +0.8%
9022.JT -1.3%
LNSR +33.3%
2357.TW +34.0%
GGR -6.1%
9939.HK +1.6%
PTMEY +11.3%
6533.TW +19.3%
ONT.L +28.9%
4938.TW +9.9%
GRSD +1.5%
PTAL.L +22.4%
2385.TW +3.4%
TRN.L -6.1%
ADYEN.AS +10.4%
RSX +1720.1%
AUTO -97.1%
SUNB.L +9525.8%
ULVR.L +0.4%
FLEX -26.4%
RSXJ
LIT
GRWG
AES
US −0.4%
EU +0.6%
JP +0.7%
CN −0.8%
EM −0.7%
Performance The whole story, broker-verified — flags mark what actually happened
since Jun 2026
◆ Verified start · Jun 2026 ▲ +50% crossed ▲ All-time high ▼ -13.0% drawdown Jun 2026–Sep 2026 · +66.5% to the first peak.
Sep 2026–Sep 2026 · -13.0% peak to trough.
Sep 2026 → now · +0.4% off the low.
tracked books · trailing month
CAGR +390.7% Sharpe 2.71 Beta · SPX — Max drawdown -12.9%
