Performance Drivers
Which positions actually drove the portfolio's return.
Showing 1 Jan 2026 – 19 Sep 2026
What built the return
Each holding's contribution — its gain/loss over the period as a share of the portfolio's starting value — stacked up to the total return.
RNG+5.0%
TEP.PA+1.3%
HOG+1.3%
WIX+1.2%
DBX+1.0%
TMV.DE+0.9%
HBR.L+0.9%
VOW3.DE-0.9%
IMB.L-1.1%
YELP-1.7%
PRX.NV-1.7%
BN.US-1.7%- RNGRingCentral Inc+5.02%contribution
- Stock return
- +82.7%
- Held
- 1 y, 4.6 mo
closed in window
- TEP.PATeleperformance SE+1.34%contribution
- Stock return
- +22.9%
- Held
- 1 y, 4.1 mo
- HOGHarley-Davidson Inc+1.34%contribution
- Stock return
- +30.6%
- Held
- 11.3 mo
- WIXWix.com Ltd +1.20%contribution
- Stock return
- +15.2%
- Held
- 7.9 mo
opened in window
- DBXDropbox Inc+0.97%contribution
- Stock return
- +23.9%
- Held
- 1 y, 7.4 mo
closed in window
- TMV.DETeamViewer AG+0.93%contribution
- Stock return
- +13.9%
- Held
- 1 y, 8.3 mo
- —Dividends+0.93%contribution
- Stock return
- +0.0%
- Held
- —
- HBR.LHarbour Energy plc+0.90%contribution
- Stock return
- +42.8%
- Held
- 1 y, 1.1 mo
closed in window
- HPQHewlett Packard+0.84%contribution
- Stock return
- +42.7%
- Held
- 2.8 mo
opened & closed in window
- PYPLPayPal Holdings+0.73%contribution
- Stock return
- +11.9%
- Held
- 1 y, 6.5 mo
- VODVodafone Group plc-ADR+0.70%contribution
- Stock return
- +18.0%
- Held
- 3 y, 5.4 mo
closed in window
- CROXCrocs Inc+0.65%contribution
- Stock return
- +41.4%
- Held
- 1 y, 4.5 mo
closed in window
- VALEVale SA-ADR+0.63%contribution
- Stock return
- +18.5%
- Held
- 3 y, 4.7 mo
closed in window
- BTG.USB2Gold Corp+0.63%contribution
- Stock return
- +8.8%
- Held
- 5.7 mo
closed in window
- MARAMarathon Digital Holdings Inc.+0.62%contribution
- Stock return
- +43.9%
- Held
- 1 y, 2.7 mo
- JST.DEJOST WERKE SE+0.59%contribution
- Stock return
- +19.3%
- Held
- 8.5 mo
closed in window
- MSTRStrategy Inc+0.51%contribution
- Stock return
- +17.4%
- Held
- 1 y, 2.8 mo
- KIE.LKier Group PLC+0.48%contribution
- Stock return
- +48.1%
- Held
- 6.0 mo
opened in window
- VPK.NVKoninklijke Vopak NV+0.46%contribution
- Stock return
- +26.2%
- Held
- 2 y, 1.6 mo
closed in window
- EMG.LMan Group PLC+0.38%contribution
- Stock return
- +15.5%
- Held
- 1 y, 0.2 mo
closed in window
- JAZZJazz Pharmaceuticals+0.35%contribution
- Stock return
- +34.6%
- Held
- 1 y, 4.1 mo
closed in window
- GDDYGoDaddy Inc.+0.35%contribution
- Stock return
- +17.5%
- Held
- 7.0 mo
opened in window
- VOD.L Vodafone Group PLC+0.32%contribution
- Stock return
- +16.7%
- Held
- 2 y, 2.0 mo
closed in window
- 0992.HKLenovo Group+0.26%contribution
- Stock return
- +25.9%
- Held
- 1 y, 3.3 mo
closed in window
- PFEPfizer+0.24%contribution
- Stock return
- +10.8%
- Held
- 2 y, 9.1 mo
- EEFTEuronet Worldwide Inc.+0.23%contribution
- Stock return
- +5.2%
- Held
- 1 y, 4.4 mo
closed in window
- CZRCaesars Entertainment Inc+0.14%contribution
- Stock return
- +17.9%
- Held
- 1 y, 4.3 mo
closed in window
- FGR.PAEiffage SA+0.12%contribution
- Stock return
- +5.1%
- Held
- 1 y, 0.5 mo
closed in window
- PPLIPeople Inc+0.06%contribution
- Stock return
- +4.6%
- Held
- 1 y, 3.6 mo
closed in window
- ETSYEtsy Inc+0.06%contribution
- Stock return
- +5.9%
- Held
- 1 y, 3.8 mo
closed in window
- CA.PACarrefour SA+0.04%contribution
- Stock return
- +0.8%
- Held
- 1 y, 0.7 mo
closed in window
- MGMMGM Resorts International+0.03%contribution
- Stock return
- +2.3%
- Held
- 1 y, 3.6 mo
closed in window
- RLJRLJ Lodging Trust+0.01%contribution
- Stock return
- +1.4%
- Held
- 4.8 mo
closed in window
- MSTR.RTHMicroStrategy Incorporated+0.01%contribution
- Stock return
- +1.5%
- Held
- 10.0 mo
- TEF.MCTelefonica SA0.00%contribution
- Stock return
- -0.1%
- Held
- 1 y, 7.6 mo
- CALMCal-Maine Foods, Inc-0.09%contribution
- Stock return
- -8.8%
- Held
- 5.8 mo
opened in window
- UPWKUpwork Inc-0.11%contribution
- Stock return
- -6.0%
- Held
- 0.8 mo
opened in window
- EFOREverforth Inc-0.15%contribution
- Stock return
- -3.0%
- Held
- 10.5 mo
- BLDRBuilders FirstSource Inc-0.15%contribution
- Stock return
- -29.8%
- Held
- 1 y, 2.5 mo
closed in window
- SHEL.LShell PLC-0.30%contribution
- Stock return
- -4.9%
- Held
- 3 y, 4.2 mo
closed in window
- CRTOCRITEO SA-SPON ADR-0.36%contribution
- Stock return
- -14.4%
- Held
- 10.9 mo
- LIGHT.NVSignify NV-0.52%contribution
- Stock return
- -30.5%
- Held
- 3 y, 7.3 mo
- DOU.DEDouglas AG-0.75%contribution
- Stock return
- -42.6%
- Held
- 1 y, 4.1 mo
- FISVFiserv Inc-0.80%contribution
- Stock return
- -19.9%
- Held
- 7.5 mo
opened in window
- VOW3.DEVolkswagen AG-0.93%contribution
- Stock return
- -27.9%
- Held
- 3 y, 7.6 mo
- IMB.LImperial Brands PLC-1.12%contribution
- Stock return
- -20.3%
- Held
- 4 y, 0.6 mo
- YELPYelp Inc.-1.67%contribution
- Stock return
- -17.1%
- Held
- 1 y, 8.2 mo
- PRX.NVProsus NV-1.69%contribution
- Stock return
- -25.6%
- Held
- 3 y
- BN.USBrookfield Corp-1.72%contribution
- Stock return
- -15.8%
- Held
- 2 y, 8.1 mo
Each stock's contribution is its own gain or loss over the period — the share-price move, the currency move, and any dividends — and together they add up to the portfolio's total return. The figures come from real market closing prices on my actual, public account, with any money I paid in or withdrew removed — so what you see is real performance.
How to read this
Each bar answers one question: of the portfolio's return in this period, how many percentage points did this position contribute? A long-held stock gets credit only for what it did inside the period — it is marked to the price at the start of the period, not to what I paid for it. Positions opened or closed mid-period count exactly the days they were held. Price moves, currency moves and received dividends are all in; the small remainder line is fees, cash interest and rounding, shown rather than hidden.
Two honest footnotes. A position's contribution is measured against the portfolio's value at the start of that period, so the same trade can read 4.5% over one stretch and 5.0% over another — each period is right on its own, but you can't add figures from different periods together. And “contribution to the portfolio” is not the same as “how well the stock did” — a 2% position that doubles moves the portfolio less than a 10% position that gains a fifth. The table shows both numbers, side by side.
Not financial advice.
This portfolio is shown for transparency, not as a recommendation. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always do your own research and consider seeking independent advice.