Back to home
Allen Wang
Verified by IBKR@allen · Inception January 1, 2026 · Synced Apr 21, 2026 20:45
Long-term quality compounder. Investor OS founder.
CAGR
+22.4%
Sharpe
0.76
Volatility
33.3%
Max Drawdown
-16.4%
Sortino
1.09
Calmar
1.36
Info Ratio
0.54
Beta
1.98
Alpha
+2.3%
Treynor
0.13
Portfolio vs S&P 500 (indexed to 100)
Current positioning
No positions disclosed yet — newest snapshot is still within the T+1d lag window.
Style & discipline
Auto-derived from positions, trades, and sector exposure. Not a label the investor chose.
Low turnover
Recent trades
T+1d disclosure lag · last 20| Date | Ticker | Action | % of NAV | Memo |
|---|---|---|---|---|
| March 23, 2026 | EOG | SELL | — | — |
| March 20, 2026 | META | BUY | — | — |
| March 20, 2026 | MSFT | BUY | — | — |
| March 20, 2026 | NVDA | BUY | — | — |
| March 16, 2026 | AMD | SELL | — | — |
| March 16, 2026 | HOOD | SELL | — | — |
| March 16, 2026 | LULU | SELL | — | — |
| March 16, 2026 | RKLB | SELL | — | — |
| March 16, 2026 | RKLB | SELL | — | — |
| March 13, 2026 | CRCL | SELL | — | — |
| March 13, 2026 | GEV | SELL | — | — |
| March 13, 2026 | JPM | SELL | — | — |
| March 13, 2026 | LMND | SELL | — | — |
| March 13, 2026 | MA | SELL | — | — |
| March 13, 2026 | PLTR | SELL | — | — |
| March 12, 2026 | NFLX | SELL | — | — |
| March 10, 2026 | INTC | SELL | — | — |
| March 9, 2026 | SOFI | SELL | — | — |
| March 9, 2026 | TSLA | BUY | — | — |
| March 6, 2026 | AVGO | BUY | — | — |
Investment memos
This investor hasn't published any memos yet. Memos explain the thesis behind each buy or sell.