RH Individual by Liam · TradeandTellConcentratedBuy & holdShort sellerSmall caps
Jun 30Since Jun 30 · verified?
-7.1%-7.13%1D · pre
+2.1%+2.07% (+0.1%)Over this period · Portfolio vs
S&P 500(−8.9 pts behind)
Range-7.13%
Performance
Reconstructing the story…
US−0.5%
EU−0.1%
JP−0.0%
CN−0.6%
EM−1.2%
52-week mix · quartiles of range, value-weighted
Bottom · 0–25%63%6 namesGGR · BMBL · GRSD · DXYZ …
Lower-mid · 25–50%34%2 namesLNSR · GRAL
Upper-mid · 50–75%0%0 names
Top · 75–100%3%1 nameDDI
Deep in the discount bin — 63% of the book sits in the bottom quartile of its range. Conviction, or value traps?
9 of 9 rated
LNSR+36.5%
GGR-18.9%
BMBL+1.7%
GRSD-5.4%
−DXYZ-18.9%
DDI+10.0%
SFM-8.4%
LUKOY+0.0%
Typically buys at 2% 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 · +21.7% off the low.
#2 of 11 tracked · trailing month
CAGR-30.1%Sharpe-0.39Beta · SPX—Max drawdown-25.0%
