16 Comments
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Steven Golus's avatar

how are you measuring the return for each stock for the week?

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Big Timer's avatar

I am pretty sure he buys all of the stocks on monday with market orders and sells friday evening before market close with market orders

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Steven Golus's avatar

The calculations are then incorrect unless I am missing something. For example,

- S&P opened this week at 5992.28 and closed at 6032.38, which is a gain of .67% vs. .51% posted today.

The same data for SURE - Opened on Monday at 125.85 and closed on Friday at 125.8674 for a 0.01% gain vs 3.3% listed today

I'd like more transparency into the numbers being used to calculate the weekly return for each stock.

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The Simple Side's avatar

I have different numbers for SURE and a screenshot of values to prove as well. I bought at 121.85 not 125.85. I can message you the screenshot as well.

The SPY I had opened at 599.52 and closed at 602.55.

I compare all returns to the SPY as it is the most comparable index that you can buy in the market.

Please let me know if there are other issues!

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Steven Golus's avatar

ok on SPY - makes sense.

SURE has not been at 121 for weeks - not sure how you bought at 121.85 this week.

can you provide all the prices you bought for each stock at the start of the week and where you sold at close so I can compare.

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The Simple Side's avatar

Stock 11/25/2024 11/29/2024 Return

COP 111.90 108.34 -3.18%

GMAB 20.89 21.51 2.97%

LULU 319.46 320.66 0.38%

NANC 39.88 39.95 0.18%

KRUZ 33.48 33.49 0.03%

REGN 744.50 750.25 0.77%

QLYS 154.70 153.60 -0.71%

NTES 86.16 87.48 1.53%

Here are the other returns I have! I use a code to trade the stocks within my brokerage and something I didn’t consider is the fact that my account has access to pre-market open trading. It hasn’t made a difference in the past as far as I am aware. Let me know if you find something different!

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Steven Golus's avatar

ty - who do you use to trade?

maybe moving forward also include the prices you bought and sold at each week. i would also change your comparison in the letter to SPY vs. S&P b/c those returns are not the same each week.

keep up the good work

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The Simple Side's avatar

No problem! Give a quick second to compile it all

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tenacitytrades's avatar

You mentioned a coupon on the podcast, can you share that here, or send me a message? Thank you.

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Donn Goodman's avatar

I'm a paying subscriber and I'm not getting the last few weeks. Please switch my substraction over to Dmg9@outlook.com. why pay when i don't get the substack?

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The Simple Side's avatar

Donn, please check your spam and add me to your address book!

I will add your Outlook email to the paid subscribers list as well.

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Armando Esparza's avatar

Why are you including GE Aerospace in the AI, data centers, energy section. I can understand they still manufacture engines for the Aeroderivative energy sector but would GE Vernova be the right company to include? They do the packaging for these aero engines plus other power generation as well as t&d. What am I missing?

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Davide Vitiello's avatar

to keep comparison with s&p500 easier, wouldn't be better to compare with the friday close?

in that case, this week, s&p was 1.06% up

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Rick Sullivan 🦆's avatar

Great insights on watching Credo Technology - their datacenter connectivity solutions are perfectly positioned for the AI infrastructure buildout. Their recent design wins with major cloud providers suggest their 20% expected move could be conservative.

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