Historical returns and activities

The LongRunPlan portfolio was launched in January 2016 and yielded a Compound Annual Growth Rate (CAGR) of 46.7%. As a value investing based portfolio, each stock is bought at large discount to its fair value and is held until it goes up to this value, even few years if needed. Thus, there are not too many trades per year.

Here are the stocks that were bought and then sold from the portfolio since inception.

Symbol Exchange Name Buy Date Buy Price Sale Date Sale Price Return
AFI NYSE Armstrong Flooring, Inc. 26 May, 2016 $16.9 30 Apr, 2018 $12.33 -27%
BNED NYSE Barnes & Noble Education 16 Dec, 2015 $9 17 Jan, 2018 $7.3 -18.9%
UNIT NASDAQ Uniti Group 21 Nov, 2016 $24.5 14 Aug, 2017 $19.7 -19.6%
JAX NYSE J. Alexander’s Holdings 10 Mar, 2016 $9.3 10 May, 2017 $10.75 15.6%
FLOW NYSE SPX Flow 10 Feb, 2016 $15.7 02 Nov, 2016 $24.6 56.7%
TLN NYSE Talen Energy Corporation 23 Feb, 2016 $6.15 20 Oct, 2016 $13.92 126.3%
LSYN OTC Liberated Syndication 15 Sep, 2016 $0.7 14 Oct, 2016 $0.72 2.9%
NVTR NASDAQ Nuvectra Corporation 23 Mar, 2016 $4.5 22 Apr, 2016 $9.4 108.9%

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The Return does not include dividends.