I have been managing an active portfolio since beginning of this year, and I’m trying to get a sense how I’m doing compared to other active investors. I know this year has been a bull market so I’m not sure if I’m doing inline with other active investors.
My strategy is value focused on large caps, with a 4-6 trades in mega caps like Google and Meta
• Geometric Return YTD: 20.4%
• Total trades: 62
• Win rate: 84% (52 winners, 10 losers)
• Avg win: $405.98
• Avg loss: -$484.00
• Payoff ratio (avg win / avg loss): 0.84
• Profit factor (gross wins / gross losses): 4.36
• Expectancy: +$262.44 per trade