Track record

The 12-month alpha of every investment idea published

Jun 09, 2023

This is where 𝑉𝑎𝑙𝑢𝑎𝑏𝑙 tracks the performance of every investment idea pitched in the newsletter.

Last updated: January 1st 2024, for all stocks pitched in 2022

Method: Calculate the stock’s Jensen’s alpha using US dollar total return for the 12-months after it appeared in 𝑉𝑎𝑙𝑢𝑎𝑏𝑙. I assume the market portfolio is the MSCI World ETF and the risk-free return is the return from ten-year US Treasury bonds in that time.

All-time performance

Count: 166
Average 12-month alpha: +5.1%

By year

2022

Count: 31
Average 12-month alpha: +18.8%

2021

Count: 115
Average 12-month alpha: +0.4%

2020

Count: 20
Average 12-month alpha: +11.1%

By stock

Format: Name (Date pitched), Rating, 12-month alpha

Warsaw Stock Exchange Group (Dec 24, 2022), Buy, 34.9%
Howden Joinery Group PLC (Dec 10, 2022), Buy, 9.6%
Tesco PLC (Nov 26, 2022), Buy, 26.8%
Alphabet Inc. (Nov 12, 2022), Add, 26.1%
Unilever PLC (Oct 29, 2022), Add, 8.4%
eBay Inc. (Oct 15, 2022), Buy, -6.3%
Roche Holding AG (Oct 01, 2022), Add, -23.8%
LW Bogdanka (Sep 17, 2022), Buy, -2.1%
PKN Orlen (Sep 03, 2022), Buy, 16.8%
British American Tobacco (Aug 20, 2022), Add, -15.6%
Rio Tinto Group (Aug 06, 2022), Buy, 13.9%
Booking Holdings Inc (Jul 23, 2022), Add, 36.2%
IG Group Holdings (Jul 09, 2022), Buy, -1.6%
ME Group (Jun 25, 2022), Buy, 175.5%
Tencent Holdings Limited (Jun 11, 2022), Buy, -9.3%
Greggs PLC (May 24, 2022), Add, 20.1%
DS Smith PLC (May 10, 2022), Add, 2.9%
The Hershey Company (May 09, 2022), Hold, 22.5%
Krka (Apr 27, 2022), Buy, 37.2%
Deliveroo PLC (Apr 12, 2022), Buy, -13.9%
boohoo group PLC (Apr 10, 2022), Buy, -24.6%
Signet Jewelers Limited (Mar 29, 2022), Buy, 32.8%
Chipotle Mexican Grill, Inc. (Mar 23, 2022), Reduce, -21.2%
StoneCo Ltd (Mar 17, 2022), Add, 55.2%
The Swatch Group AG (Mar 11, 2022), Buy, 39.2%
Sonae, SGPS, SA (Feb 22, 2022), Buy, 13.1%
Autohome Inc. (Feb 12, 2022), Buy, 63.5%
Meta Platforms, Inc. (Feb 03, 2022), Add, -5.4%
Fox Corporation (Jan 28, 2022), Buy, -4.5%
Foot Locker, Inc. (Jan 17, 2022), Buy, 25.7%
FILA Holdings Corporation (Jan 05, 2022), Add, 50.6%
Tupperware Brands Corporation (Dec 03, 2021), Buy, -39.9%
Lakeland Industries (Nov 25, 2021), Buy, -24.0%
Tyson Foods, Inc (Nov 22, 2021), Buy, -1.3%
The Coca-Cola Company (Nov 16, 2021), Add, 31.4%
Walmart Inc (Nov 11, 2021), Hold, 17.4%
Whirlpool Corporation (Nov 06, 2021), Add, -16.5%
Kimberly-Clark Corporation (Nov 05, 2021), Hold, 20.0%
International Paper Company (Nov 04, 2021), Hold, -9.4%
NIKE Inc (Nov 03, 2021), Sell, 28.6%
Oatly Group (Nov 02, 2021), Hold, -72.2%
Nestle SA (Nov 01, 2021), Hold, 2.1%
Netflix Inc (Oct 29, 2021), Hold, -34.8%
THG Plc (Oct 26, 2021), Hold, -43.9%
Molson Coors Beverage Company (Oct 25, 2021), Hold, 48.4%
Campbell Soup Company (Oct 23, 2021), Add, 61.0%
Ralph Lauren Corporation (Oct 22, 2021), Hold, 3.1%
Mitchells & Butlers Plc (Oct 21, 2021), Hold, -47.4%
Playtech Plc (Oct 20, 2021), Hold, -11.7%
Roku, inc (Oct 19, 2021), Reduce, 70.7%
Inseego Corp (Oct 18, 2021), Sell, 50.2%
PubMatic, Inc. (Oct 11, 2021), Reduce, -33.4%
Teladoc Health (Oct 08, 2021), Reduce, 64.8%
PLBY Group Inc (Oct 07, 2021), Reduce, 71.8%
StoneCo Ltd (Oct 05, 2021), Sell, 31.6%
Just Eat Takeaway.com (Oct 04, 2021), Hold, -62.0%
Ocado Group Plc (Sep 29, 2021), Sell, 60.7%
Apple Inc (Sep 27, 2021), Hold, 37.4%
Facebook Inc (Sep 24, 2021), Add, -40.9%
Visa Inc (Sep 21, 2021), Reduce, -6.0%
Auto Trader Group (Sep 20, 2021), Add, 4.6%
Reckitt Benckiser Group (Sep 17, 2021), Hold, 1.5%
China Evergrande Group (Sep 16, 2021), Sell, 38.6%
YouGov Plc (Sep 10, 2021), Sell, 24.0%
Churchill China Plc (Sep 06, 2021), Hold, -45.3%
Domino's Pizza Group (Sep 03, 2021), Add, -38.7%
Booking Holdings inc (Aug 31, 2021), Add, 2.6%
GoDaddy Inc (Aug 26, 2021), Hold, 27.1%
Beyond Meat Inc (Aug 20, 2021), Hold, -64.2%
Krispy Kreme Inc (Aug 18, 2021), Reduce, -20.8%
Forterra Plc (Aug 13, 2021), Add, 8.5%
DocuSign Inc (Aug 12, 2021), Reduce, 62.8%
Tencent holdings Ltd (Aug 03, 2021), Add, -16.4%
Shopify Inc (Aug 02, 2021), Sell, 64.6%
Airbnb Inc (Jul 28, 2021), Reduce, 2.1%
Spotify Technology (Jul 26, 2021), Add, -38.0%
British American Tobacco (Jul 23, 2021), Add, 26.9%
easyJet Plc (Jul 21, 2021), Hold, -41.7%
Mondi Plc (Jul 19, 2021), Add, -22.3%
Photo-Me International Plc (Jul 16, 2021), Add, 10.9%
Unilever Plc (Jul 14, 2021), Hold, -1.8%
Ibstock Plc (Jul 12, 2021), Add, -12.7%
Frasers Group Plc (Jul 09, 2021), Buy, 12.6%
IWG Plc (Jul 07, 2021), Sell, 33.7%
Intel Corporation (Jul 03, 2021), Hold, -19.6%
Roblox Corporation (Jun 30, 2021), Sell, 30.5%
Squarespace (Jun 23, 2021), Reduce, 43.6%
Capital Limited (Jun 21, 2021), Hold, 5.7%
BT Group (Jun 11, 2021), Add, -3.9%
Greggs plc (Jun 09, 2021), Hold, -12.3%
Land Securities Group (Jun 04, 2021), Hold, 10.4%
Admiral Group Plc (Jun 02, 2021), Add, -26.7%
Starbucks Corporation (May 26, 2021), Reduce, 27.2%
Aviva Plc (May 24, 2021), Add, -4.7%
Tencent holdings Ltd (May 21, 2021), Hold, -21.4%
Alibaba Group Holdings (May 19, 2021), Hold, -47.5%
InterContinental hotels Group (May 17, 2021), Reduce, 12.8%
The Coca-Cola Company (May 14, 2021), Hold, 34.9%
Dr. Martns Plc (May 12, 2021), Hold, -66.0%
Close Brothers Group Plc (May 10, 2021), Hold, -40.8%
Tesco Plc (May 07, 2021), Add, 10.4%
The Hershey Company (Apr 30, 2021), Hold, 51.5%
The Sage Group Plc (Apr 28, 2021), Add, 9.4%
IG Group Plc (Apr 26, 2021), Add, -11.4%
Coats Group Plc (Apr 23, 2021), Add, 15.0%
Morgan Sindall Group Plc (Apr 21, 2021), Add, 31.3%
Domino's Pizza Group (Apr 19, 2021), Add, 6.7%
The Gym Group Plc (Apr 09, 2021), Reduce, 26.4%
Trustpilot Group Plc (Apr 07, 2021), Reduce, 46.1%
Roofoods Ltd (Apr 01, 2021), Reduce, 55.7%
BAE Systems Plc (Mar 31, 2021), Add, 7.1%
MicroStrategy Inc (Mar 29, 2021), Reduce, 16.0%
GlaxoSmithKline (Mar 24, 2021), Add, 25.6%
AbbVie Inc. (Mar 19, 2021), Hold, 56.7%
CEVA Inc. (Mar 15, 2021), Sell, 36.0%
Lloyds Banking Group Plc (Mar 12, 2021), Hold, 4.1%
Procter & Gamble Company (Mar 12, 2021), Hold, 15.8%
GAN Ltd (Mar 10, 2021), Reduce, 77.5%
Green Thumb Industries Inc (Mar 08, 2021), Hold, -48.0%
Trulieve Cannabis Corporation (Mar 05, 2021), Hold, -46.3%
Teva Pharmaceutical Industries (Mar 03, 2021), Hold, -31.4%
Bristol-Myers Squibb Company (Mar 01, 2021), Hold, 13.8%
Walmart Inc (Feb 26, 2021), Hold, 4.2%
Rolls-Royce Holdings Plc (Feb 24, 2021), Hold, -0.9%
888 Holdings Plc (Feb 22, 2021), Add, -15.9%
Alphabet Inc (Feb 19, 2021), Hold, 15.3%
Fevertree Drinks Plc (Feb 17, 2021), Hold, -28.1%
Moneysupermarket Group Plc (Feb 15, 2021), Buy, -38.6%
GameStop Corp (Feb 12, 2021), Reduce, -413.1%
RWS Holdings (Feb 10, 2021), Add, -14.9%
Playtech Plc (Feb 08, 2021), Buy, 39.9%
Diageo Plc (Feb 05, 2021), Reduce, -12.8%
WH Smith Plc (Feb 03, 2021), Add, -24.2%
Forterra Plc (Feb 01, 2021), Buy, -1.8%
McDonald's Corporation (Jan 29, 2021), Hold, 16.5%
Hays Plc (Jan 25, 2021), Buy, -10.2%
Spotify Technology (Jan 21, 2021), Reduce, 44.7%
British American Tobacco (Jan 20, 2021), Add, 4.9%
Flutter Entertainment (Jan 18, 2021), Reduce, 27.9%
Microsoft Corporation (Jan 15, 2021), Reduce, -24.7%
Mitchells & Butlers Plc (Jan 13, 2021), Add, -9.8%
easyJet Plc (Jan 11, 2021), Buy, -33.1%
The Hut Group Holdings (Jan 08, 2021), Reduce, 71.0%
Tesla Inc (Jan 08, 2021), Sell, 1.5%
Howdens Joinery Group (Jan 06, 2021), Add, 18.7%
Luceco Plc (Jan 04, 2021), Reduce, -31.0%
Just Eat Takeaway.com (Dec 22, 2020), Reduce, 36.8%
Netflix Inc (Dec 18, 2020), Reduce, 2.3%
Rightmove Plc (Dec 14, 2020), Hold, 2.4%
Barratt Developments Plc (Dec 11, 2020), Hold, 5.7%
Churchill China Plc (Dec 04, 2020), Buy, 15.6%
Games Workshop Plc (Nov 30, 2020), Hold, -12.2%
DS Smith Plc (Nov 16, 2020), Add, -12.9%
Burberry Plc (Nov 13, 2020), Hold, -14.2%
Norcros PLC (Nov 12, 2020), Buy, 87.7%
Associated British Foods Plc (Nov 09, 2020), Hold, -31.1%
Michelmersh Brick Holdings PLC (Nov 06, 2020), Buy, 14.8%
Royal Dutch Shell PLC (Nov 04, 2020), Buy, 22.3%
Unilever Plc (Nov 02, 2020), Hold, -12.7%
Legal & General Group PLC (Oct 30, 2020), Buy, 7.1%
Amazon.com Inc (Oct 28, 2020), Reduce, 16.4%
First Solar Inc. (Oct 27, 2020), Hold, 15.1%
Imperial Brands Group Plc (Oct 26, 2020), Hold, 11.8%
Jet2 PLC (Oct 25, 2020), Buy, -2.2%
Ferguson Plc (Oct 22, 2020), Hold, 16.8%
Hollywood Bowl Group PLC (Oct 21, 2020), Buy, 51.7%

Disclaimer: The information provided in Valuabl is for general informational purposes only and should not be construed as financial advice. Please refer to the full disclaimer for further details and considerations.