Wealth$im User Performance

Performance for Endie
The results here represent the performance of WealthLab user Endie in our Wealth$im end-of-day simulation. You can "paper trade" and build up a track record on your Wealth$im account. Other members can subscribe to your trading signals for a weekly fee (coming soon!)

Metric Endie's Results Benchmark Results (SPY)
Starting Capital 100,000.00 100,000.00
Profit 27,281.91 41,202.92
Profit % 27.28 41.20
CAGR (Annualized % Return) 12.14 17.78
Exposure % 71.62 99.77
Sharpe Ratio 0.45 0.94
WealthLab Score 14.33 14.44
Number of Positions 344 1
Average Profit % 0.73 41.24
Profit Factor 1.52
Payoff Ratio 0.88
Average Bars Held 14.63 529.00
NSF (Non-Sufficient Funds) Position Count 0 0
Maximum Drawdown -20,885.68 -28,139.76
Maximum Drawdown % -15.37 -18.96
Recovery Factor 1.31 1.46
Win % 62.21 100.00
Created with Highcharts 6.0.6ValuesEquityCashBenchmark (SPY)May '23Jul '23Sep '23Nov '23Jan '24Mar '24May '24Jul '24Sep '24Nov '24Jan '25Mar '25May '25-25k025k50k75k100k125k150k175k
Created with Highcharts 6.0.6ValuesDrawdownBenchmark Drawdown (SPY)May '23Jul '23Sep '23Nov '23Jan '24Mar '24May '24Jul '24Sep '24Nov '24Jan '25Mar '25May '25-30k-25k-20k-15k-10k-5k0
Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2023-7.188.628.246.39-0.88-10.610.885.539.6120.05
2024-5.613.242.87-4.93-3.841.572.92-1.063.382.298.38-1.546.96
20254.78-3.61-5.550.643.26-0.88
The most recent 100 Positions out of 344 total are presented here.
Symbol Position Quantity Entry Date Entry Price Exit Date Exit Price Bars Held Profit Profit %
BKR
Long
294Apr 15, 202433.21OpenOpen278993.7210.18%
MDB
Long
28Apr 15, 2024352.99OpenOpen278-4,603.48-46.58%
ADP
Long
40Apr 5, 2024241.95Apr 23, 2024246.7613192.401.99%
MRNA
Long
100Apr 3, 2024102.86Apr 11, 2024107.567470.004.57%
DASH
Long
71Apr 3, 2024136.97OpenOpen2864,536.9046.65%
TTWO
Long
68Mar 28, 2024145.19Apr 2, 2024149.083264.522.68%
BKR
Long
310Mar 28, 202433.41Apr 4, 202433.855136.401.32%
TSLA
Long
50Mar 28, 2024177.40Apr 12, 2024172.3211-254.00-2.86%
XEL
Long
200Mar 27, 202452.21Apr 3, 202453.865330.003.16%
MNST
Long
166Mar 25, 202459.57OpenOpen292547.805.54%
LULU
Long
20Mar 20, 2024467.34OpenOpen295-2,937.60-31.43%
CSCO
Long
200Mar 19, 202449.14Apr 15, 202449.7519122.001.24%
WBA
Long
500Mar 18, 202420.68OpenOpen297-4,720.00-45.65%
MDLZ
Long
140Mar 18, 202470.99Mar 25, 202472.646231.002.32%
AVGO
Long
90Mar 13, 2024128.08Mar 22, 2024135.008623.255.41%
AMAT
Long
50Mar 13, 2024202.97Mar 25, 2024207.689235.502.32%
VRTX
Long
25Mar 7, 2024415.24OpenOpen304469.754.53%
TTD
Long
100Mar 6, 202482.60Mar 27, 202487.9816538.006.51%
CCEP
Long
15Mar 5, 202469.59Mar 12, 202471.39627.002.59%
KDP
Long
333Feb 27, 202429.45Mar 22, 202429.581943.290.44%
TSLA
Long
50Feb 26, 2024192.22OpenOpen3127,435.9677.37%
INTC
Long
232Feb 26, 202443.49Mar 8, 202446.4010675.126.69%
PDD
Long
75Feb 23, 2024133.10Mar 18, 2024126.1317-522.75-5.24%
FTNT
Long
153Feb 22, 202466.96Mar 5, 202470.879598.235.84%
AVGO
Long
90Feb 22, 2024128.10Feb 23, 2024130.842246.152.14%
ADSK
Long
35Feb 16, 2024260.81Oct 18, 2024292.321701,102.8512.08%
BKR
Long
300Feb 16, 202429.24Mar 6, 202430.4713369.004.21%
CPRT
Long
200Feb 15, 202449.34Mar 4, 202453.6212856.008.67%
CEG
Long
78Feb 15, 2024129.79Feb 23, 2024133.496288.602.85%
VRSK
Long
40Feb 15, 2024247.07Jul 10, 2024276.721001,186.0012.00%
CHTR
Long
33Feb 7, 2024290.00Feb 16, 2024292.92896.361.01%
INTC
Long
250Jan 30, 202443.61Feb 15, 202444.6913270.002.48%
CPRT
Long
200Jan 29, 202447.84Feb 7, 202450.828596.006.23%
MMM
Long
120Jan 29, 202480.26Mar 18, 202487.3935853.008.89%
BKNG
Long
3Jan 26, 20243,495.94Feb 9, 20243,700.0011612.185.84%
SBUX
Long
100Jan 26, 202492.92Feb 9, 202496.2911337.003.63%
GILD
Long
120Jan 25, 202480.04Mar 8, 202473.8731-740.40-7.71%
MDLZ
Long
136Jan 16, 202473.11Jan 25, 202474.298160.481.61%
XEL
Long
166Jan 12, 202461.35Feb 21, 202459.7327-268.92-2.64%
EBAY
Long
238Jan 9, 202442.29Jan 29, 202442.631480.920.80%
AN
Long
66Dec 22, 2023151.17Mar 20, 2024160.0360584.765.86%
WBD
Long
860Dec 22, 202311.49Jan 26, 202410.5923-774.00-7.83%
SNPS
Long
18Dec 19, 2023563.39Jan 12, 2024501.3017-1,117.62-11.02%
EXC
Long
294Dec 19, 202334.45Jan 8, 202436.0913482.164.76%
ADBE
Long
16Dec 19, 2023600.00Jan 12, 2024598.3917-25.76-0.27%
VRSK
Long
42Dec 19, 2023237.38Jan 18, 2024236.2920-45.78-0.46%
PCAR
Long
100Dec 19, 202396.14Jan 24, 2024101.8324569.005.92%
LULU
Long
20Dec 19, 2023503.58Feb 21, 2024447.2843-1,126.00-11.18%
BABA
Long
135Dec 19, 202374.40Feb 5, 202475.003281.000.81%
GOOGL
Long
77Dec 15, 2023131.69Dec 22, 2023140.716694.546.85%
TSLA
Long
40Dec 14, 2023241.21Feb 16, 2024202.0644-1,566.00-16.23%
CSCO
Long
200Dec 14, 202350.00Jan 22, 202451.4625292.002.92%
ZM
Long
130Dec 12, 202371.98Feb 26, 202463.6551-1,082.90-11.57%
ABNB
Long
70Dec 12, 2023138.00Dec 14, 2023145.003490.005.07%
BAC
Long
300Dec 12, 202330.77Dec 14, 202332.623555.006.01%
AMD
Long
100Dec 5, 2023117.45Dec 11, 2023131.5451,409.0012.00%
MRVL
Long
200Dec 5, 202351.22Dec 12, 202353.816518.005.06%
FTNT
Long
200Dec 5, 202352.04Dec 15, 202357.2091,032.009.92%
CEG
Long
100Dec 4, 2023119.09Dec 18, 2023119.571148.000.40%
MCHP
Long
100Nov 28, 202381.54Dec 5, 202383.896235.002.88%
AVGO
Long
100Nov 28, 202393.99Dec 12, 2023102.8011880.509.37%
ZM
Long
200Nov 28, 202365.29Dec 4, 202369.665874.006.69%
SIRI
Long
2,000Nov 24, 20234.90Dec 14, 20235.50151,200.0012.24%
XEL
Long
150Nov 24, 202360.57Dec 6, 202361.279105.001.16%
AMAT
Long
120Nov 22, 2023151.04Dec 15, 2023162.65171,393.207.69%
PEP
Long
60Nov 21, 2023166.90Nov 28, 2023168.38588.800.89%
VRTX
Long
28Nov 20, 2023349.76Dec 6, 2023355.2812154.561.58%
VRSK
Long
40Nov 20, 2023236.75Nov 27, 2023240.345143.601.52%
ORLY
Long
10Nov 20, 2023970.00Nov 28, 2023987.086170.801.76%
AMGN
Long
37Nov 14, 2023269.04Dec 4, 2023270.881468.080.68%
REGN
Long
10Nov 14, 2023803.79Nov 24, 2023803.9881.900.02%
MNST
Long
200Nov 14, 202356.00Dec 8, 202354.1618-368.00-3.29%
BIIB
Long
44Nov 13, 2023223.24Nov 21, 2023230.407315.043.21%
ILMN
Long
100Nov 13, 202397.51Dec 1, 2023109.21141,170.0012.00%
TSLA
Long
50Nov 10, 2023210.06Nov 13, 2023215.592276.502.63%
PYPL
Long
200Nov 10, 202354.34Nov 20, 202356.547440.004.05%
PCAR
Long
100Nov 9, 202386.72Nov 16, 202390.656393.004.53%
FAST
Long
300Nov 9, 202329.75Nov 16, 202330.156118.501.33%
TEAM
Long
58Nov 9, 2023172.04Nov 20, 2023185.508780.687.82%
ENPH
Long
100Nov 6, 202381.54Nov 7, 202378.082-346.00-4.24%
JD
Long
400Nov 3, 202326.66Nov 9, 202326.265-160.00-1.50%
PCAR
Long
100Nov 1, 202382.72Nov 6, 202386.894417.005.04%
CEG
Long
55Oct 24, 2023113.35Nov 6, 2023118.9910310.204.98%
AVGO
Long
100Oct 24, 202386.40Nov 7, 202388.0511165.501.92%
CPRT
Long
230Oct 23, 202343.79Nov 6, 202346.0911529.005.25%
CDNS
Long
40Oct 19, 2023248.60Nov 6, 2023249.561338.400.39%
AAPL
Long
50Oct 19, 2023176.00Nov 7, 2023179.2314161.501.84%
MRNA
Long
100Oct 16, 202395.34Nov 20, 202376.8026-1,854.00-19.45%
SBUX
Long
115Oct 16, 202392.17Oct 20, 202394.625281.752.66%
FTNT
Long
175Oct 16, 202358.43Nov 16, 202350.7624-1,342.25-13.13%
PCAR
Long
125Oct 16, 202384.97Oct 30, 202383.8211-143.75-1.35%
CRM
Long
48Oct 11, 2023207.23Nov 8, 2023212.4221249.122.50%
ALGN
Long
35Oct 11, 2023286.41Nov 8, 2023197.6721-3,105.90-30.98%
COST
Long
18Oct 10, 2023547.96Oct 18, 2023562.217262.262.60%
PEP
Long
63Oct 9, 2023160.01Nov 2, 2023164.8219303.033.01%
LCID
Long
1,740Oct 6, 20235.11Oct 11, 20235.384469.805.28%
ALGN
Long
35Oct 5, 2023291.70Nov 8, 2023197.6725-3,291.05-32.24%
CRWD
Long
59Sep 19, 2023166.61Oct 9, 2023176.3915577.025.87%
PAYX
Long
100Sep 14, 2023119.69Oct 12, 2023119.1421-55.00-0.46%
BKR
Long
400Sep 13, 202337.10Oct 13, 202335.2723-732.00-4.93%
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