AVGO
Broadcom Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
AVGO Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 54.07% | 113.92% | 32.98% | 57.25% | 30.99% | 43.24% | 30.06% | 41.76% |
| Sharpe Ratio | 1.13 | 1.81 | 0.82 | 1.08 | 0.84 | 0.92 | 0.82 | 0.93 |
| Max Drawdown | -29.97% | -28.67% | -44.56% | -41.15% | -44.56% | -48.30% | -44.56% | -48.30% |
| % Time Invested | 81.0% | 100.0% | 84.7% | 100.0% | 86.6% | 100.0% | 86.8% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.2 | 0.0 | 1.8 | 0.0 | 1.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-23 | Open | Open | 100% | $422.39 | $405.45 | -4.01% | Mark-to-Market |
| 2026-03-31 | 2026-04-23 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2026-03-02 | 2026-03-31 | Completed | 100% | $308.71 | $299.39 | -3.02% | Stop |
| 2026-02-05 | 2026-03-02 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2026-01-09 | 2026-02-05 | Completed | 100% | $337.21 | $313.68 | -6.98% | Stop |
| 2025-12-16 | 2026-01-09 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-04-24 | 2025-12-16 | Completed | 100% | $178.25 | $334.68 | 87.76% | Stop |
| 2025-04-01 | 2025-04-24 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-25 | 2025-04-01 | Completed | 100% | $189.36 | $165.03 | -12.85% | Stop |
| 2025-03-03 | 2025-03-25 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-02-20 | 2025-03-03 | Completed | 100% | $226.13 | $201.75 | -10.78% | Stop |
| 2025-01-28 | 2025-02-20 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-12-23 | 2025-01-28 | Completed | 100% | $224.19 | $205.72 | -8.24% | Stop |
| 2024-11-29 | 2024-12-23 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-10-01 | 2024-11-29 | Completed | 100% | $169.81 | $157.39 | -7.31% | Stop |
| 2024-09-09 | 2024-10-01 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2024-08-12 | 2024-09-09 | Completed | 100% | $145.58 | $136.76 | -6.06% | Stop |
| 2024-07-19 | 2024-08-12 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-10-18 | 2024-07-19 | Completed | 100% | $42.41 | $159.10 | 275.15% | Stop |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-06-14 | 2022-09-26 | Completed | 100% | $48.86 | $44.38 | -9.17% | Stop |
| 2022-05-20 | 2022-06-14 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-11 | 2022-05-20 | Completed | 100% | $54.66 | $51.55 | -5.70% | Stop |
| 2022-01-20 | 2022-02-11 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-23 | 2022-01-20 | Completed | 100% | $16.84 | $52.50 | 211.78% | Stop |
| 2020-02-28 | 2020-03-23 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-06-13 | 2020-02-28 | Completed | 100% | $23.48 | $22.61 | -3.73% | Stop |
| 2019-05-21 | 2019-06-13 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2019-04-02 | 2019-05-21 | Completed | 100% | $25.54 | $23.11 | -9.50% | Stop |
| 2019-01-22 | 2019-04-02 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2018-11-20 | 2019-01-22 | Completed | 100% | $18.32 | $21.33 | 16.42% | Signal |
| 2018-10-29 | 2018-11-20 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-08-06 | 2018-10-29 | Completed | 100% | $17.59 | $17.69 | 0.55% | Stop |
| 2018-07-13 | 2018-08-06 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-05-29 | 2018-07-13 | Completed | 100% | $19.92 | $17.26 | -13.39% | Stop |
| 2018-05-04 | 2018-05-29 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2018-02-23 | 2018-05-04 | Completed | 100% | $19.91 | $17.92 | -10.00% | Stop |
| 2018-01-31 | 2018-02-23 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-02-04 | 2018-01-31 | Completed | 100% | $10.02 | $19.74 | 96.96% | Stop |
| 2016-01-12 | 2016-02-04 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-10-29 | 2016-01-12 | Completed | 100% | $9.20 | $9.91 | 7.65% | Stop |
| 2015-10-07 | 2015-10-29 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-09-17 | 2015-10-07 | Completed | 100% | $10.00 | $9.02 | -9.78% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-03 | 2015-08-25 | Completed | 100% | $9.58 | $8.65 | -9.72% | Stop |
| 2015-07-10 | 2015-08-03 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2014-11-04 | 2015-07-10 | Completed | 100% | $6.45 | $9.60 | 48.78% | Stop |
| 2014-10-13 | 2014-11-04 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-05-14 | 2014-10-13 | Completed | 100% | $2.45 | $5.32 | 116.92% | Stop |
| 2013-04-22 | 2013-05-14 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2012-12-12 | 2013-04-22 | Completed | 100% | $2.51 | $2.29 | -8.93% | Stop |
| 2012-11-19 | 2012-12-12 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-05-17 | 2012-11-19 | Completed | 100% | $2.20 | $2.33 | 6.09% | Stop |
| 2012-04-25 | 2012-05-17 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2011-12-14 | 2012-04-25 | Completed | 100% | $2.06 | $2.47 | 20.15% | Stop |
| 2011-11-21 | 2011-12-14 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-10-19 | 2011-11-21 | Completed | 100% | $2.52 | $2.09 | -17.13% | Stop |
| 2011-10-17 | 2011-10-19 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
