Portfolio History
Our impact
Benchmark (S&P 500)
Portfolio
New York
100

Best performer out of the 3 fall stock pitch entries in December?   FLR, CLH, LGND

CLH 25.87%

100

How many stocks (not ETFS) are in our portfolio?

20


200

What was MP Materials % return for 2025? And what was the cash gain from MP during the year

229%,     $25,395

200

Total impact value?

What is +$27,070

200

What is our current portfolio value?

What is, $476,950

300

What was the beginning value of the fund in 2001?

$75,000

300

Solstice % and $ return

72.99%, $9,015

300

Return YTD, and non-risk adjusted alpha

10.55%   and   6.08%

300

What was the name of the Limo driver 

Obi Wan Kenobi

400

What was the funds starting value for 2026?

$431,454

400

HOW MANY COMPANIES IN THE

S&P500 ARE HEADQUARTERED IN THE

U.S?

About 497

  • Accenture plc — Dublin, Ireland.

  • Linde plc — Woking, United Kingdom.

  • Seagate Technology Holdings plc — Dublin, Ireland.


400

What would our % return for Vertiv be if we did not trim?

89.51%

400

What price did Matt F negotiate for his watch?

$55

500

How many stocks does our benchmark consist of?

 What is, ~503 because some companies have multiple share classes (Alphabet)

500

How many raising canes tenders were consumed? How many were stolen from Makena?

100 and 3

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