2023-12-09
Stansberry capital portfolio
The Capital Portfolio is our entry-level model portfolio. It contains 20 of our highest conviction ideas and features only easy-to-buy, U.S.-listed stocks and exchange-traded funds. The Capital Portfolio is geared to beat the market by providing investors with the most possible capital gains.
Name Value
ID Instrument Name Company Name Quantity Market Value Weight
ID Instrument Company Action Quantity Price Trade Date Settlement Date
ID Business Date Valuation Realized P&L Market P&L Draw Down
ID Business Date Activity Instrument ID Quantity Price Total Amount Average Cost P&L
ID Business Date Valuation P&L Geometric Return Arithmetic Return Time Stamp